Original filing (PDF)20251015090525NAL0004140289001

SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY

Name: SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY — SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY

Form 5500-SF

FILING_RECEIVED

SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY.

Plan sponsor

Name

SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY

EIN

27-4451494

Address

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

Phone

(704) 910-8380

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

ERIC GRASSER, MD, LLC

ERIC GRASSER, MD, LLC CASH BALANCE PLAN

$1.3M · 2 participants

NEW YORK CITY PLASTIC SURGERY, PC

NEW YORK CITY PLASTIC SURGERY, PC CASH BALANCE PLAN

$1.3M · 3 participants

NEW WELLSPRING, LLC.

NEW WELLSPRING RETIREMENT SAVINGS PLAN

$1.3M

GREATER HOUSTON INFECTIOUS DISEASES, PLLC

GREATER HOUSTON INFECTIOUS DISEASES, PLLC 401(K)

$1.3M · 5 participants

BAY AREA NEUROCARE, INC.

BAY AREA NEUROCARE, INC. RETIREMENT PLAN