Original filing (PDF)20250605113834NAL0009120611001

SOUTHGATE MEDICAL GROUP, L.L.P.

Name: SOUTHGATE MEDICAL GROUP, L.L.P. — SOUTHGATE MEDICAL GROUP, L.L.P. 401(K) PLAN, Form 5500 (2024)
Creator: SOUTHGATE MEDICAL GROUP, L.L.P.

Form 5500-SF

FILING_RECEIVED

SOUTHGATE MEDICAL GROUP, L.L.P. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

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 SOUTHGATE MEDICAL GROUP, L.L.P..

Plan sponsor

Name

SOUTHGATE MEDICAL GROUP, L.L.P.

EIN

51-0431522

Address

1026 UNION ROAD · BUFFALO, NY · 14224

Phone

(716) 472-0573

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CAPE EMERGENCY PHYSICIANS CEP

CAPE EMERGENCY PHYSICIANS CEP 401(K) PROFIT SHARING PLAN & TRUST

$14.6M · 24 participants

WESTLAKE DERMATOLOGY, PA

WESTLAKE DERMATOLOGY 401(K) PROFIT SHARING PLAN

$14.6M · 316 participants

COVENANT MEDICAL GROUP, INC.

COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN

$14.6M · 201 participants

FOOTHILL PULMONARY AND CRITICAL. CARE CONSULTANTS MHDICAL GROUP INC.

FOOTHILL PULMONARY AND CRITICAL CARE CONSULTANTS MEDICAL GROUP, INC. 401K PROFIT SHARING PLAN

$14.7M · 12 participants