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JOHNSON AND MCDONALD, PLLC — WENATCHEE VALLEY ORAL AND FACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014210843NAL0003743953001
JOHNSON AND MCDONALD, PLLC
Form 5500-SF
FILING_RECEIVED
WENATCHEE VALLEY ORAL AND FACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
JOHNSON AND MCDONALD, PLLC
.
Find decision makers
Plan sponsor
Name
JOHNSON AND MCDONALD, PLLC
EIN
82-4767025
Address
304 N. CHELAN AVE. · WENATCHEE, WA · 98801
Phone
(509) 663-0068
Industry
Health Care & Social Assistance
see 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
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
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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