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DIEGO H. CALONJE, M.D., P.C. — DIEGO H. CALONJE, M.D., P.C. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240918160510NAL0008251360001
DIEGO H. CALONJE, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
DIEGO H. CALONJE, M.D., P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DIEGO H. CALONJE, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
DIEGO H. CALONJE, M.D., P.C.
EIN
20-0089506
Address
1951 NORTH WILMOT ROAD, BUILDING 5, · SUITE 15 · TUCSON, AZ · 85712
Phone
(520) 886-4080
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-18
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
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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Knocking points off
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Helping the score
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