Original filing (PDF)20251006153604NAL0006532224001

SOUTHWEST MS NEPHROLOGY, PLLC

Name: SOUTHWEST MS NEPHROLOGY, PLLC — SOUTHWEST MS NEPHROLOGY, PLLC 401(K) SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: SOUTHWEST MS NEPHROLOGY, PLLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST MS NEPHROLOGY, PLLC 401(K) SALARY SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 SOUTHWEST MS NEPHROLOGY, PLLC.

Plan sponsor

Name

SOUTHWEST MS NEPHROLOGY, PLLC

EIN

68-0552743

Address

513-C BROOKMAN DRIVE · BROOKHAVEN, MS · 39601

Phone

(601) 833-3822

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

LISA LAW, M.D. A MEDICAL CORPORATION

LISA LAW, M.D. A MEDICAL CORPORATION 401(K) PLAN & TRUST

$1.6M · 2 participants

NAAMAN CLINIC, LLC

NAAMAN CLINIC, LLC CASH BALANCE PENSION PLAN

$1.6M · 17 participants

WARRETT KENNARD, M.D., P.A.

WARRETT KENNARD, M. D. , P. A. PROFIT SHARING PLAN

$1.6M · 1 participants

YEN DOAN, M.D.

YEN DOAN, M.D. DEFINED BENEFIT PLAN AND TRUST

$1.6M · 2 participants

DALLAS RADIOLOGY, PROFESSIONAL ASSOCIATION (P.A.)

DALLAS RADIOLOGY, PA CASH BALANCE PLAN