Original filing (PDF)20231015114505NAL0048740816004

THOMAS E. CALLAHAN, M.D., P.A.

Name: THOMAS E. CALLAHAN, M.D., P.A. — THOMAS CALLAHAN, M.D. PENSION PLAN, Form 5500 (2022)
Creator: THOMAS E. CALLAHAN, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

THOMAS CALLAHAN, M.D. PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS E. CALLAHAN, M.D., P.A..

Plan sponsor

Name

THOMAS E. CALLAHAN, M.D., P.A.

EIN

27-1492639all filings

Address

4005 24TH ST · LUBBOCK, TX · 79410

Phone

(806) 792-2767

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

031

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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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