How big is Southern Otologic Clinic, PC's plan?

Southern Otologic Clinic, PC's plan reported $2.6M in assets and 4 participants for 2025.

Original filing (PDF)20260512090723NAL0006522833001

Southern Otologic Clinic, PC

Name: Southern Otologic Clinic, PC — Southern Otologic, Form 5500 (2025)
Creator: Southern Otologic Clinic, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Otologic Clinic, PC Profit Sharing Plan

Defined-contribution retirement plan · Southern Otologic Clinic, PC's Southern Otologic Clinic, PC Profit Sharing Plan held $2.6M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

William Moretz signed Southern Otologic Clinic, PC's 2025 Form 5500 as plan administrator.

William Moretz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southern Otologic Clinic, PC's EIN is 58-1710504.

EIN 58-1710504

Plan number 003

Plan year 2025

ACK ID 20260512090723NAL0006522833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southern Otologic Clinic, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southern Otologic Clinic, PC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN OTOLOGIC CLINIC, PC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SOUTHERN OTOLOGIC CLINIC, PC

EIN

all filings

Address

818 ST. SEBASTIAN WAY, SUITE 204 · AUGUSTA, GA · 30901

Phone

(706) 724-0668

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator