Original filing (PDF)20251010144959NAL0004721667001

SWOFFORD & HALMA CLINIC, INC., P.S.

Name: SWOFFORD & HALMA CLINIC, INC., P.S. — SHCMVCC 401(K) PLAN, Form 5500 (2024)
Creator: SWOFFORD & HALMA CLINIC, INC., P.S.

Form 5500-SF

FILING_RECEIVED

SHCMVCC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

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 SWOFFORD & HALMA CLINIC, INC., P.S..

Plan sponsor

Name

SWOFFORD & HALMA CLINIC, INC., P.S.

EIN

91-0918993

Address

P.O. BOX 119 · SUNNYSIDE, WA · 989440199

Phone

(509) 837-3933

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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