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D. DUANE DALE, MD, PC — D. DUANE DALE, M.D., P.C. PROFIT SHARING PLAN AND TRUST AGREEMENT, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250513152053NAL0040941746001
D. DUANE DALE, MD, PC
Form 5500-SF
FILING_RECEIVED
D. DUANE DALE, M.D., P.C. PROFIT SHARING PLAN AND TRUST AGREEMENT
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
D. DUANE DALE, MD, PC
.
Find decision makers
Plan sponsor
Name
D. DUANE DALE, MD, PC
EIN
93-0940205
Address
2250 NW FLANDERS ST, SUITE 306 · PORTLAND, OR · 97210
Phone
(503) 228-5909
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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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MOTIVATION CONFIDENCE ACHIEVEMENT
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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.
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