How big is David M Trask MD LLC's plan?

David M Trask MD LLC's plan reported $4.9M in assets and 9 participants for 2024.

Original filing (PDF)20250710171648NAL0003662227001

David M Trask MD LLC

Name: David M Trask MD LLC — Dr David Trask 401(k) Profit, Form 5500 (2024)
Creator: David M Trask MD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr David Trask 401(k) Profit Sharing Plan

401(k) retirement plan · David M Trask MD LLC's Dr David Trask 401(k) Profit Sharing Plan held $4.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

David M Trask MD LLC's EIN is 93-0985387.

EIN 93-0985387

Plan number 001

Plan year 2024

ACK ID 20250710171648NAL0003662227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David M Trask MD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David M Trask MD LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M TRASK MD LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

DAVID M TRASK MD LLC

EIN

all filings

Address

492 MURPHY ROAD · MEDFORD, OR · 975048144

Phone

(541) 772-0557

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator