Original filing (PDF)20250620155547NAL0005842128001

DAVID R. DONALDSON, MD, PLLC

Name: DAVID R. DONALDSON, MD, PLLC — DAVID R. DONALDSON, MD,PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DAVID R. DONALDSON, MD, PLLC

Form 5500-SF

FILING_RECEIVED

DAVID R. DONALDSON, MD,PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R. DONALDSON, MD, PLLC.

Plan sponsor

Name

DAVID R. DONALDSON, MD, PLLC

EIN

20-3385308

Address

333 N. 18TH AVE, SUITE B-3 · POCATELLO, ID · 83201

Phone

(208) 232-2146

Industry