Original filing (PDF)20251007155923NAL0004814929001

UPSTATE GASTROENTEROLOGY, P.A.

Name: UPSTATE GASTROENTEROLOGY, P.A. — UPSTATE GASTROENTEROLOGY, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UPSTATE GASTROENTEROLOGY, P.A.

Form 5500-SF

FILING_RECEIVED

UPSTATE GASTROENTEROLOGY, P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 UPSTATE GASTROENTEROLOGY, P.A..

Plan sponsor

Name

UPSTATE GASTROENTEROLOGY, P.A.

EIN

77-0625476

Address

1922 MCCONNELL SPRINGS RD. · ANDERSON, SC · 29621

Phone

(864) 716-6050

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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