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SCOTT W. CALHOON, M.D., INC. — SCOTT W. CALHOON, M.D., INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240918103259NAL0004391057001
SCOTT W. CALHOON, M.D., INC.
Form 5500-SF
FILING_RECEIVED
SCOTT W. CALHOON, M.D., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SCOTT W. CALHOON, M.D., INC.
.
Find decision makers
Plan sponsor
Name
SCOTT W. CALHOON, M.D., INC.
EIN
73-1185364
Address
210 PARK AVENUE SUITE 2820 · OKLAHOMA CITY, OK · 73102
Phone
(405) 948-1556
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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