Original filing (PDF)20250523140719NAL0003479441001

SUGAR PINE FAMILY MEDICINE PC PAUL SMITH MD ET AL

Name: SUGAR PINE FAMILY MEDICINE PC PAUL SMITH MD ET AL — SUGAR PINE FAMILY MEDICINE PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUGAR PINE FAMILY MEDICINE PC PAUL SMITH MD ET AL

Form 5500-SF

FILING_RECEIVED

SUGAR PINE FAMILY MEDICINE PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 SUGAR PINE FAMILY MEDICINE PC PAUL SMITH MD ET AL.

Plan sponsor

Name

SUGAR PINE FAMILY MEDICINE PC PAUL SMITH MD ET AL

EIN

81-4031853

Address

5542 LONGLEY LANE · RENO, NV · 89511

Phone

(775) 321-1044

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

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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