Sound Family Medicine — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sound Family Medicine (EIN 91-1502939) is a plan sponsor located in Puyallup, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-1502939
Location
Puyallup, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,465,869
Total reported net assets (EOY)
$18,465,869

Contributions & income

Employer contributions
$387,499
Participant contributions
$755,838
Total income / additions
$3,876,669

Expenses & distributions

Benefits paid / distributions
$754,672
Total expenses
$797,894
Net increase / (decrease)
$3,078,775

Coverage

Total reported participants
432
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sound Family Medicine plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sound Family Medicine 401(K) Plan002255$18,465,8692023
Sound Family Medicine Welfare Benefit Plan502177not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sound Family Medicine
YearPlanParticipantsSchedulesFiling
2023Sound Family Medicine 401(K) Plan255H, C20241009100304NAL0030873040003
2023Sound Family Medicine Welfare Benefit Plan17720241028211132NAL0002308563001

Related Form 5500 pages