· 2022–2024 · DOL EFAST2

PUGET SOUND PHYSICIANS, PLLC — PUGET SOUND PHYSICIANS, PLLC CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260127124714NAL0003185074001

PUGET SOUND PHYSICIANS, PLLC

Form 5500-SF

FILING_RECEIVED

PUGET SOUND PHYSICIANS, PLLC CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Signals · 1

Late filing · 2.4 mo

Active participants

26

Accounts w/ balance

—

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

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 50% of scoring inputs for this filing.

Compliance & integrity

90

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PUGET SOUND PHYSICIANS, PLLC

EIN

91-1692040

Address

1035 116TH AVE NE · BELLEVUE, WA · 98004

Phone

(425) 688-5645

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

2026-01-27

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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