Original filing (PDF)20260212174507NAL0000501648001

SUSAN J. HEGSTAD, M.D., P.A.

Name: SUSAN J. HEGSTAD, M.D., P.A. — SUSAN J. HEGSTAD, M.D., P.A., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUSAN J. HEGSTAD, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

SUSAN J. HEGSTAD, M.D., P.A., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 SUSAN J. HEGSTAD, M.D., P.A..

Plan sponsor

Name

SUSAN J. HEGSTAD, M.D., P.A.

EIN

82-0485045

Address

222 N. 2ND STREET, SUITE 303 · BOISE, ID · 83702

Phone

(208) 344-1281

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

2024-10-01

Tax period

2025-09-30

Filed

2026-02-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

AGHA ARTHRITIS ASSOCIATES, P.A.

AGHA ARTHRITIS ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN

$2.3M · 4 participants

THE CARDIOVASCULAR CLINIC OF WEST TENNESSEE, PC

THE CARDIOVASCULAR CLINIC OF WEST TENNESSEE 401(K) PLAN

$2.3M · 8 participants

G. SCOTT SLAGLE, MD, PA

G. SCOTT SLAGLE, MD, PA 401(K) RETIREMENT PLAN

$2.3M · 6 participants

VAN DYKE YUN MEDICAL GROUP DBA PACIFIC DERMATOPATHOLOGY

VAN DYKE YUN MEDICAL GROUP 401(K) PROFIT SHARING PLAN

$2.3M · 10 participants

MANUEL A OJEDA MD PA