How big is Southwest EP Clinic, P.C.'s plan?

Southwest EP Clinic, P.C.'s plan reported $757K in assets and 3 participants for 2024.

Original filing (PDF)20251012154708NAL0000143043001

Southwest EP Clinic, P.C.

Name: Southwest EP Clinic, P.C. — Southwest EP Clinic, Form 5500 (2024)
Creator: Southwest EP Clinic, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest EP Clinic, P.C. Retirement Plan and Trust

401(k) retirement plan · Southwest EP Clinic, P.C.'s Southwest EP Clinic, P.C. Retirement Plan and Trust held $757K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

Plan identifiers

Southwest EP Clinic, P.C.'s EIN is 27-1051899.

EIN 27-1051899

Plan number 001

Plan year 2024

ACK ID 20251012154708NAL0000143043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest EP Clinic, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest EP Clinic, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST EP CLINIC, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOUTHWEST EP CLINIC, P.C.

EIN

all filings

Address

21001 N. TATUM BLVD. STE 1630-480 · PHOENIX, AZ · 85050

Phone

(480) 776-6844

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator