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THOMAS E. WOLD, DMD — THOMAS E. WOLD, DMD 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260129100200NAL0005441971001
THOMAS E. WOLD, DMD
Form 5500-SF
FILING_RECEIVED
THOMAS E. WOLD, DMD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 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
90
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
THOMAS E. WOLD, DMD
.
Find decision makers
Plan sponsor
Name
THOMAS E. WOLD, DMD
EIN
93-1244657
Address
2671 NW RIPPLING RIVER CT · BEND, OR · 97703
Phone
(541) 420-7532
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
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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Knocking points off
Filed 2.4 months past the 10.5-month grace window.
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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$8.6B
