Original filing (PDF)20240722174255NAL0006668195001

WM THOMAS BAKER PA

Name: WM THOMAS BAKER PA — WM THOMAS BAKER PROFIT SHARING PLAN, Form 5500 (2023)
Creator: WM THOMAS BAKER PA

Form 5500-SF

FILING_RECEIVED

WM THOMAS BAKER PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WM THOMAS BAKER PA.

Plan sponsor

Name

WM THOMAS BAKER PA

EIN

82-0417904all filings

Address

8245 N CORNERSTONE DR · HAYDEN, ID · 838358683

Phone

(208) 762-9737

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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