Physicians & Surgeons Clinic Ob/Gyn 401(k) match, vesting and fees
What Physicians & Surgeons Clinic Ob/Gyn's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Lbmc, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Physicians & Surgeons Clinic Ob/Gyn: employer contribution per participant | $2,836 | |
| Peer median | $1,468 |
| Physicians & Surgeons Clinic Ob/Gyn: average balance | $93,345 | |
| Peer median | $37,786 |
| Physicians & Surgeons Clinic Ob/Gyn: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.5M at the end of plan year 2021 to $13M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $13M | $394K | $2,836 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 137 | $12M | $587K | $4,732 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 123 | $9.8M | $534K | $4,342 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 115 | $10.5M | $363K | $3,152 | 0.45% | Not published | 5500-SF ↗ |
Common questions
Does Physicians & Surgeons Clinic Ob/Gyn match 401(k) contributions?
The match terms for the Physicians & Surgeons Clinic Ob/Gyn, PLLC Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $394K in employer contributions, about $2,836 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Physicians & Surgeons Clinic Ob/Gyn 401(k) match vested?
The vesting schedule for the Physicians & Surgeons Clinic Ob/Gyn, PLLC Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Physicians & Surgeons Clinic Ob/Gyn 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Physicians & Surgeons Clinic Ob/Gyn, PLLC.
I left Physicians & Surgeons Clinic Ob/Gyn. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Physicians & Surgeons Clinic Ob/Gyn, PLLC, (662) 256-9331) or the recordkeeper, Empower Annuity Insurance Company O. The Physicians & Surgeons Clinic Ob/Gyn old 401(k) page lists the contacts from every plan filing. Find an old Physicians & Surgeons Clinic Ob/Gyn 401(k)
Data from the public Form 5500 annual reports Physicians & Surgeons Clinic Ob/Gyn filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Physicians & Surgeons Clinic Ob/Gyn. Not financial advice. Report a correction · Methodology