Back to filter
Original filing (PDF)20250923120251NAL0007967827001
UPSTATE PLASTIC SURGERY, P.A.
Form 5500-SF
FILING_RECEIVED
UPSTATE PLASTIC SURGERY, P.A. PROFIT SHARING 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
12
Accounts w/ balance
21
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSTATE PLASTIC SURGERY, P.A..
Plan sponsor
Name
UPSTATE PLASTIC SURGERY, P.A.
EIN
56-2132034
Address
301 THE PARKWAY · GREER, SC · 29650
Phone
(864) 968-0168
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
MICHAEL J. GROSSMAN, M.D.
DR. MICHAEL J. GROSSMAN RETIREMENT SAVINGS PLAN
$4.4M · 4 participants
EDWARD DAMORE, M.D. SOLE PROPRIETORSHIP
EDWARD DAMORE, M.D. SOLE PROPRIETORSHIP RETIREMENT PLAN
$4.4M · 6 participants
NEONATOLOGY CONSULTANTS OF SOUTH TEXAS, PLLC
NEONATOLOGY CONSULTANTS OF SOUTH TEXAS, PLLC 401(K) PLAN
$4.4M · 6 participants
PSYCHIATRIC ASSOCIATES OF LYNN, P.C
PSYCHIATRIC ASSOCIATES OF LYNN, P. C. 401(K) PROFIT SHARING PLAN
$4.4M · 18 participants
JOHN FERNANDES, MD, FACC, LLC
JOHN FERNANDES, MD, FACC PROFIT SHARING PLAN
$4.4M · 3 participants
JOHN FERNANDES, MD, FACC, LLC
JOHN FERNANDES, MD, FACC PROFIT SHARING PLAN
$4.4M · 3 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants