Original filing (PDF)20250919085806NAL0002487344001

SUE MCGUIRE, MD

Name: SUE MCGUIRE, MD — SUE MCGUIRE, MD 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUE MCGUIRE, MD

Form 5500-SF

FILING_RECEIVED

SUE MCGUIRE, MD 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SUE MCGUIRE, MD.

Plan sponsor

Name

SUE MCGUIRE, MD

EIN

62-1864397

Address

2215 JACKSON DOWNS BLVD. · NASHVILLE, TN · 37214

Phone

(615) 467-6178

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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2H · Partial participant-directed accounts

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 providers

Related plans

Similar-size Offices of Physicians plans

JOHN D. ARSEN, DPM

JOHN D. ARSEN, DPM SAFE HARBOR 401(K) PROFIT SHARING PLAN

$1.4M · 9 participants

A. KIM MEDICAL PC

A. KIM MEDICAL PC 401(K) PROFIT SHARING PLAN

$1.4M · 5 participants

MT. PLEASANT DERMATOLOGY, L.L.C.

MT. PLEASANT DERMATOLOGY, L.L.C. PROFIT SHARING PLAN

$1.4M · 22 participants

SOUTHEAST MICHIGAN MEDICAL ASSOCIATES

ASHOK KUMAR BANSAL, M.D., P.C. PROFIT SHARING PLAN

$1.4M · 4 participants

ANUREET K. BAJAJ, M.D., P.C.

ANUREET K. BAJAJ, M. D. , P. C. 401K PLAN