· 2022–2024 · DOL EFAST2

David M. Baker, DMD, PS — Baker Orthodontics 401(k), Form 5500 (2024)

Original filing (PDF)20260417151403NAL0013203971001

David M. Baker, DMD, PS

Form 5500-SF

FILING_RECEIVED

Baker Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · David M. Baker, DMD, PS' Baker Orthodontics 401(k) Profit Sharing Plan held $100K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 5.0 mo

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

Plan health score

Above-average plan

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

80

Total plan cost

n/a

Plan health

56

Vendor & structure

100

Knocking points off

Filed 5.0 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M. BAKER, DMD, PS.

Plan sponsor

Name

DAVID M. BAKER, DMD, PS

EIN

20-2655728all filings

Address

1585 SW MARLOW AVENUE · SUITE 216 · PORTLAND, OR · 97225

Phone

(503) 292-9192

Industry

Offices of Dentists· 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

2026-04-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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