How big is Midwest Internal Medicine, PLLC's plan?

Midwest Internal Medicine, PLLC's plan reported $2.7M in assets and 10 participants for 2024.

Original filing (PDF)20250325145136NAL0029218914001

Midwest Internal Medicine, PLLC

Name: Midwest Internal Medicine, PLLC — Midwest Internal, Form 5500 (2024)
Creator: Midwest Internal Medicine, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Midwest Internal Medicine, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Midwest Internal Medicine, PLLC's Midwest Internal Medicine, PLLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Angelo ONG-Veloso signed Midwest Internal Medicine, PLLC's 2024 Form 5500 as plan administrator.

Angelo ONG-Veloso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Midwest Internal Medicine, PLLC's EIN is 86-0724398.

EIN 86-0724398

Plan number 001

Plan year 2024

ACK ID 20250325145136NAL0029218914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Midwest Internal Medicine, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Midwest Internal Medicine, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDWEST INTERNAL MEDICINE, PLLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MIDWEST INTERNAL MEDICINE, PLLC

EIN

all filings

Address

1840 MESQUITE AVENUE · SUITE B · LAKE HAVASU CITY, AZ · 86403

Phone

(928) 453-8500

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator