Original filing (PDF)20250721152626NAL0002150944001

PATRICK SWEET MD PC

Name: PATRICK SWEET MD PC — PATRICK SWEET MD PC 401(K), Form 5500 (2024)
Creator: PATRICK SWEET MD PC

Form 5500-SF

FILING_RECEIVED

PATRICK SWEET MD PC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK SWEET MD PC.

Plan sponsor

Name

PATRICK SWEET MD PC

EIN

82-2789909all filings

Address

24270 HIGHWAY 78 · RAMONA, CA · 92065

Phone

(619) 204-6927

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

MICHAEL CIARAVINO, M.D., P.A.

MICHAEL CIARAVINO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

$70K · 4 participants

TOBIAS DOMINGUES, LLC

TOBIAS DOMINGUES, LLC 401(K) PLAN

$70K · 12 participants

BREATHE ENT PLLC

BREATHE ENT PLLC - 401K

$70K · 11 participants

WOMEN WELLBEING OBGYN PC

WOMEN WELLBEING OBGYN PC PROFIT SHARING PLAN

$70K · 3 participants

BROD, KOHUTIAK & JAMALI LTD

BROD, KOHUTIAK & JAMALI LTD 401(K) PLAN

$70K · 9 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.