Original filing (PDF)20250702115736NAL0012965873001

SOUTHWEST OREGON IPA, INC.

Name: SOUTHWEST OREGON IPA, INC. — ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL, Form 5500 (2024)
Creator: SOUTHWEST OREGON IPA, INC.

Form 5500-SF

FILING_RECEIVED

ADVANCED HEALTH/DOCS MANAGEMENT EE SAVINGS PL

401(k) retirement plan

Active participants

Accounts w/ balance

124

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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 SOUTHWEST OREGON IPA, INC..

Plan sponsor

Name

SOUTHWEST OREGON IPA, INC.

EIN

93-1131384

Address

289 LACLAIR STREET · COOS BAY, OR · 97420

Phone

(541) 404-7587

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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