Original filing (PDF)20251011013428NAL0008257697001

CHARLES J. WALKER, DDS, INC.

Name: CHARLES J. WALKER, DDS, INC. — CHARLES J. WALKER, DDS, INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: CHARLES J. WALKER, DDS, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES J. WALKER, DDS, INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES J. WALKER, DDS, INC..

Plan sponsor

Name

CHARLES J. WALKER, DDS, INC.

EIN

27-1535812

Address

700 CENTER STREET · TAFT, CA · 93268

Phone

(661) 763-1501

Industry

Offices of Dentists· 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

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

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 providers

Related plans

Similar-size Offices of Dentists plans

STEPHEN J. MALKI DMD

STEPHEN J. MALKI DMD 401(K) PLAN

$1.9M · 12 participants

PYNENBERG & SCHESKE, DDS, SC

PYNENBERG & SCHESKE SAVINGS & RETIREMENT PLAN

$1.9M · 15 participants

ARKANSAS DENTAL CENTERS, PLLC

ARKANSAS DENTAL CENTERS 401(K) PLAN

$1.9M · 104 participants

ROHIT BATHEJA, DDS, A PROFESSIONAL CORP.

ROHIT BATHEJA, DDS, A PROFESSIONAL CORP. 401K PLAN

$1.9M · 3 participants

PATRICIA SING CHOI, D.D.S., M.S

PATRICIA SING CHOI, D.D.S., M.S., INC. PROFIT SHARING 401K PLAN