SOUTHWEST FAMILY PHYSICIANS INC. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
52
Accounts w/ balance
98
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
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
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST FAMILY PHYSICIANS, INC..
Plan sponsor
Name
SOUTHWEST FAMILY PHYSICIANS, INC.
EIN
34-1166834
Address
7225 OLD OAK BLVD., STE 210A · MIDDLEBURG HTS, OH · 441303339
Phone
(440) 816-8303
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
2025-03-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
