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BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A. — 401(K)/ PSP AND TRUST FOR EMPLOYEES OF BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250501133523NAL0004879344001
BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A.
Form 5500-SF
FILING_RECEIVED
401(K)/ PSP AND TRUST FOR EMPLOYEES OF BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A.
401(k) retirement plan
Active participants
8
Accounts w/ balance
24
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A.
.
Find decision makers
Plan sponsor
Name
BAKER, HEARD, OSTEEN & DAVENPORT, M.D., P.A.
EIN
59-1633327
Address
345 WEST MICHIGAN STREET · SUITE 114 · ORLANDO, FL · 328064409
Phone
(407) 843-9083
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
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
2025-05-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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