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Original filing (PDF)20251007120948NAL0004542289001
ALBERT S. CALLIE, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
ALBERT S. CALLIE, M.D., P.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALBERT S. CALLIE, M.D., P.C..
Plan sponsor
Name
ALBERT S. CALLIE, M.D., P.C.
EIN
86-0310578
Address
6636 E. CARONDELET DR. · TUCSON, AZ · 85710
Phone
(520) 298-3383
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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