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Original filing (PDF)20250808140358NAL0005540368001
JOEL E. ULLOTH M.D. INC.
Form 5500-SF
FILING_RECEIVED
JOEL E. ULLOTH M.D. INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOEL E. ULLOTH M.D. INC..
Plan sponsor
Name
JOEL E. ULLOTH M.D. INC.
EIN
26-4712185
Address
121 IKENA KAI PLACE · KULA, HI · 96790
Phone
(530) 605-4316
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
1A · Pay-related DB formula
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.