Original filing (PDF)20250714144512NAL0000957539001

SEQUIM MEDICAL ASSOCIATES, PLLP

Name: SEQUIM MEDICAL ASSOCIATES, PLLP — SEQUIM MEDICAL ASSOCIATES RETIREMENT PLAN, Form 5500 (2024)
Creator: SEQUIM MEDICAL ASSOCIATES, PLLP

Form 5500-SF

FILING_RECEIVED

SEQUIM MEDICAL ASSOCIATES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 SEQUIM MEDICAL ASSOCIATES, PLLP.

Plan sponsor

Name

SEQUIM MEDICAL ASSOCIATES, PLLP

EIN

04-3600306

Address

840 N. 5TH AVENUE · SUITE 2100 · SEQUIM, WA · 98382

Phone

(360) 582-2850

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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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