How big is J Coffey MD PC's plan?

J Coffey MD PC's plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250710142655NAL0005613441001

J Coffey MD PC

Name: J Coffey MD PC — J Coffey MD PC 401(k) Plan, Form 5500 (2024)
Creator: J Coffey MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Coffey MD PC 401(k) Plan

401(k) retirement plan · J Coffey MD PC's J Coffey MD PC 401(k) Plan held $4.0M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Sally Coffey signed J Coffey MD PC's 2024 Form 5500 as plan administrator.

Sally Coffey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J Coffey MD PC's EIN is 73-1568328.

EIN 73-1568328

Plan number 001

Plan year 2024

ACK ID 20250710142655NAL0005613441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Coffey MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Coffey MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J COFFEY 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 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 (92nd percentile).

Plan sponsor

Name

J COFFEY MD PC

EIN

all filings

Address

1900 W 2ND ST · STE. C · ELK CITY, OK · 736444328

Phone

(580) 225-9222

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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