How big is JON W Caldwell DMD PLLC's plan?

JON W Caldwell DMD PLLC's plan reported $10K in assets and 1 participants for 2025.

Original filing (PDF)20260408161242NAL0011075265001

JON W Caldwell DMD PLLC

Name: JON W Caldwell DMD PLLC — Form 5500 (2025)
Creator: JON W Caldwell DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · JON W Caldwell DMD PLLC held $10K in plan assets for 1 participants in 2025.

Signals · 1

Late filing · 28.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

JON W. Caldwell signed JON W Caldwell DMD PLLC's 2025 Form 5500 as plan administrator.

JON W. Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JON W Caldwell DMD PLLC's EIN is 85-3275358.

EIN 85-3275358

Plan number 001

Plan year 2025

ACK ID 20260408161242NAL0011075265001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JON W Caldwell DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JON W Caldwell DMD PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON W CALDWELL DMD PLLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 28.7 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JON W CALDWELL DMD PLLC

EIN

all filings

Address

115 PELLY AVE N · RENTON, WA · 980575714

Phone

(425) 226-3192

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2026-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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