Original filing (PDF)20241004110502NAL0006628083001

JEFFREY K CHAULK MD PC

Name: JEFFREY K CHAULK MD PC — JEFFREY K CHAULK MD PC DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2023)
Creator: JEFFREY K CHAULK MD PC

Form 5500-SF

FILING_RECEIVED

JEFFREY K CHAULK MD PC DEFINED BENEFIT PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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.

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.

Plan sponsor

Name

JEFFREY K CHAULK MD PC

EIN

38-3165306all filings

Address

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

Phone

(517) 732-6455

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

Related plans

Similar-size Offices of Physicians plans

CRUTCHFIELD DERMATOLOGY, P.A.

CRUTCHFIELD DERMATOLOGY, P.A. 401(K) PLAN

MID-AMERICA EYE CENTER, P.A.

MID-AMERICA EYE CENTER, P.A. EMPLOYEES' PROFIT SHARING PLAN

ROBERT A. SWEET, M.D., P.A.

ROBERT A. SWEET, M.D., P.A. 401(K) RETIREMENT PLAN

BRIAN WILLOUGHBY, MD PC

EMPLOYEE PROFIT-SHARING PLAN OF BRIAN WILLOUGHBY, MD PC

DERMATOLOGY & AESTHETIC CARE, LLC

DERMATOLOGY & AESTHETIC CARE, LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.