How big is Whitman Medical Group, P.S.'s plan?

Whitman Medical Group, P.S.'s plan reported $9.8M in assets and 9 participants for 2024.

Original filing (PDF)20250819174335NAL0002438753001

Whitman Medical Group, P.S.

Name: Whitman Medical Group, P.S. — Whitman Medical Group, Form 5500 (2024)
Creator: Whitman Medical Group, P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitman Medical Group, P.S. Profit Sharing Plan

401(k) retirement plan · Whitman Medical Group, P.S.'s Whitman Medical Group, P.S. Profit Sharing Plan held $9.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Jennifer Broeckel signed Whitman Medical Group, P.S.'s 2024 Form 5500 as plan administrator.

Jennifer Broeckel — 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

Whitman Medical Group, P.S.'s EIN is 91-1651730.

EIN 91-1651730

Plan number 001

Plan year 2024

ACK ID 20250819174335NAL0002438753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitman Medical Group, P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitman Medical Group, P.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

WHITMAN MEDICAL GROUP, P.S.

EIN

all filings

Address

1210 W. FAIRVIEW STREET · COLFAX, WA · 99111

Phone

(509) 397-4717

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator