Original filing (PDF)20240626153749NAL0005524851001

SOUTHERN COLORADO CLINIC, PC

Name: SOUTHERN COLORADO CLINIC, PC — SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SOUTHERN COLORADO CLINIC, PC

Form 5500

FILING_RECEIVED

SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 7.3 moCorrective distributions issued

Active participants

Accounts w/ balance

153

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN COLORADO CLINIC, PC.

Plan sponsor

Name

SOUTHERN COLORADO CLINIC, PC

EIN

84-1074070

Address

3676 PARKER BLVD · PUEBLO, CO · 81008

Phone

(719) 553-1802

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$189	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.