How big is South Charlotte General and Vascular Surgery's plan?

South Charlotte General and Vascular Surgery's plan reported $685K in assets and 9 participants for 2024.

Original filing (PDF)20251007130642NAL0002485523001

South Charlotte General and Vascular Surgery

Name: South Charlotte General and Vascular Surgery — Form 5500 Plan 001 (2024)
Creator: South Charlotte General and Vascular Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Charlotte General and Vascular Surgery 401(k) Profit Sharing Plan

401(k) retirement plan · South Charlotte General and Vascular Surgery's South Charlotte General and Vascular Surgery 401(k) Profit Sharing Plan held $685K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

Plan identifiers

South Charlotte General and Vascular Surgery's EIN is 27-4451494.

EIN 27-4451494

Plan number 001

Plan year 2024

ACK ID 20251007130642NAL0002485523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Charlotte General and Vascular Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Charlotte General and Vascular Surgery's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY

EIN

all filings

Address

13430 HOOVER CREEK BLVD SUITE 200 · CHARLOTTE, NC · 28273

Phone

(704) 910-8380

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator