How big is Paul S. Whitehead, M.D.'s plan?

Paul S. Whitehead, M.D.'s plan reported $2.4M in assets and 1 participants for 2024.

Original filing (PDF)20251014142819NAL0001543843001

Paul S. Whitehead, M.D.

Name: Paul S. Whitehead, M.D. — Paul S. Whitehead, M.D., Form 5500 (2024)
Creator: Paul S. Whitehead, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul S. Whitehead, M.D. 401(k) Plan

401(k) retirement plan · Paul S. Whitehead, M.D.'s Paul S. Whitehead, M.D. 401(k) Plan held $2.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Paul S. Whitehead, M.D.'s EIN is 16-1262430.

EIN 16-1262430

Plan number 001

Plan year 2024

ACK ID 20251014142819NAL0001543843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul S. Whitehead, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul S. Whitehead, M.D.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL S. WHITEHEAD, M.D..

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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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PAUL S. WHITEHEAD, M.D.

EIN

all filings

Address

3200 WEST STREET · CANANDAIGUA, NY · 14424

Phone

(585) 394-4846

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator