Original filing (PDF)20241004110502NAL0006628083001

Jeffrey K Chaulk MD PC

Name: Jeffrey K Chaulk MD PC — Jeffrey K Chaulk MD PC, Form 5500 (2023)
Creator: Jeffrey K Chaulk MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey K Chaulk MD PC Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Jeffrey K Chaulk MD PC's Jeffrey K Chaulk MD PC Defined Benefit Pension Plan and Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jeffrey K Chaulk MD PC's EIN is 38-3165306.

EIN 38-3165306

Plan number 002

Plan year 2023

ACK ID 20241004110502NAL0006628083001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jeffrey K Chaulk MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jeffrey K Chaulk MD PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY K CHAULK MD PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

JEFFREY K CHAULK MD PC

EIN

all filings

Address

PO BOX 1665 350 NORTH STREET · GAYLORD, MI · 49735

Phone

(517) 732-6455

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Name

JEFFREY K CHAULK MD PC

EIN

38-3165306

City

GAYLORD, MI

Phone

(517) 732-6455

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-04

Pension benefit codes

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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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