How big is David Penner, M.D., PLLC's plan?

David Penner, M.D., PLLC's plan reported $2.2M in assets and 12 participants for 2024.

Original filing (PDF)20251006151923NAL0006833392001

David Penner, M.D., PLLC

Name: David Penner, M.D., PLLC — El Keene Foundation, Form 5500 (2024)
Creator: David Penner, M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

El Keene Foundation

401(k) retirement plan · David Penner, M.D., PLLC's El Keene Foundation held $2.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.1M

Plan identifiers

David Penner, M.D., PLLC's EIN is 27-5362332.

EIN 27-5362332

Plan number 002

Plan year 2024

ACK ID 20251006151923NAL0006833392001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Penner, M.D., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Penner, M.D., PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

DAVID PENNER, M.D., PLLC

EIN

all filings

Address

1801 WEST BAY DR. NW, STE. 104 · OLYMPIA, WA · 98502

Phone

(360) 539-1736

Industry

Health Care & Social Assistance

Plan administrator