Spectrum Medical Group, P. A. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Spectrum Medical Group, P. A.
  • Sponsor EIN: 561330897
  • Sponsor Address: 3001 LYNDHURST AVENUE, WINSTON SALEM, NC, 27103
  • Plan Type: 401(k)
  • Total Participants: 83
  • Total Assets: $13.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202583$13.8M$585,642$547,509
202483$13.8M$585,642$547,509
202361$11.8M$230,768$500,490
202253$10.3M$580,735$438,289

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