How big is Swofford & Halma Clinic, Inc., P.S.'s plan?

Swofford & Halma Clinic, Inc., P.S.'s plan reported $18.9M in assets and 35 participants for 2024.

Original filing (PDF)20251010144959NAL0004721667001

Swofford & Halma Clinic, Inc., P.S.

Name: Swofford & Halma Clinic, Inc., P.S. — Shcmvcc 401(k), Form 5500 (2024)
Creator: Swofford & Halma Clinic, Inc., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shcmvcc 401(k) Plan

401(k) retirement plan · Swofford & Halma Clinic, Inc., P.S.'s Shcmvcc 401(k) Plan held $18.9M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.9M

Net assets (EOY)

$18.9M

Plan identifiers

Swofford & Halma Clinic, Inc., P.S.'s EIN is 91-0918993.

EIN 91-0918993

Plan number 003

Plan year 2024

ACK ID 20251010144959NAL0004721667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swofford & Halma Clinic, Inc., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swofford & Halma Clinic, Inc., P.S.'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 SWOFFORD & HALMA CLINIC, INC., P.S..

Finding similar companies…

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 (94th percentile).

Plan sponsor

Name

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

EIN

all filings

Address

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

Phone

(509) 837-3933

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator