How big is Southwest Internal Medicine, P.C.'s plan?

Southwest Internal Medicine, P.C.'s plan reported $4.3M in assets and 19 participants for 2024.

Original filing (PDF)20250818154202NAL0001347841001

Southwest Internal Medicine, P.C.

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

Form 5500-SF

FILING_RECEIVED

Southwest Internal Medicine, P.C. PSP

401(k) retirement plan · Southwest Internal Medicine, P.C.'s Southwest Internal Medicine, P.C. PSP held $4.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Melissa Woolley signed Southwest Internal Medicine, P.C.'s 2024 Form 5500 as plan administrator.

Melissa Woolley — 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

Southwest Internal Medicine, P.C.'s EIN is 87-0340605.

EIN 87-0340605

Plan number 001

Plan year 2024

ACK ID 20250818154202NAL0001347841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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