Original filing (PDF)20250828163235NAL0018359552001

R WAYNE MARTIN, DDS

Name: R WAYNE MARTIN, DDS — R WAYNE MARTIN DDS PROFIT SHARING PLAN U/A DTD 04/11/1996, Form 5500 (2024)
Creator: R WAYNE MARTIN, DDS

Form 5500-SF

FILING_RECEIVED

R WAYNE MARTIN DDS PROFIT SHARING PLAN U/A DTD 04/11/1996

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R WAYNE MARTIN, DDS.

Plan sponsor

Name

R WAYNE MARTIN, DDS

EIN

94-2366359

Address

545 SHELBY LANE · LOS ALTOS, CA · 940224160

Phone

(650) 969-4080

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-08-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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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