Original filing (PDF)20251014142819NAL0001543843001

PAUL S. WHITEHEAD, M.D.

Name: PAUL S. WHITEHEAD, M.D. — PAUL S. WHITEHEAD, M.D. 401(K) PLAN, Form 5500 (2024)
Creator: PAUL S. WHITEHEAD, M.D.

Form 5500-SF

FILING_RECEIVED

PAUL S. WHITEHEAD, M.D. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL S. WHITEHEAD, M.D..

Plan sponsor

Name

PAUL S. WHITEHEAD, M.D.

EIN

16-1262430

Address

3200 WEST STREET · CANANDAIGUA, NY · 14424

Phone

(585) 394-4846

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CALIFORNIA IVF DAVIS FERTILITY

CALIFORNIA IVF DAVIS FERTILITY 401(K) PROFIT SHARING PLAN & TRUST

$2.4M · 39 participants

BRIAN KAHAN D.O., P.A.

BRIAN KAHAN D.O., PA SAFE HARBOR 401(K) PLAN

$2.4M · 10 participants

NADER ACHACKZAD

DR NADER ACHACKZAD PENSION PLAN

$2.4M · 3 participants

MILIND P. PANSE, M.D., INC.

MILIND P. PANSE, M.D., INC. 401(K) PROFIT SHARING PLAN

$2.4M · 8 participants

MEDICAL ONCOLOGY ASSOCIATES

MEDICAL ONCOLOGY ASSOCIATES 401(K) PLAN