Back to filter
Original filing (PDF)20250918132943NAL0001387009001
MICHAEL R. EGAN, DDS
Form 5500-SF
FILING_RECEIVED
MICHAEL R. EGAN, DDS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL R. EGAN, DDS.
Plan sponsor
Name
MICHAEL R. EGAN, DDS
EIN
06-0941572
Address
84 GLASTONBURY BLVD. · GLASTONBURY, CT · 06033
Phone
(860) 657-5522
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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Offices of Dentists plans
DAVID A. ROSH, DMD, P.C
DAVID A. ROSH, DMD, P.C NEW COMPARABILITY PLAN
$1.6M · 3 participants
BRUCE DOW, D.D.S., P.C.
BRUCE DOW, DDS, PC DEFINED BENEFIT PLAN
$1.6M
SR SINGH DENTAL INC.
SR SINGH DENTAL INC. 401(K) PLAN
$1.6M · 4 participants
NOLA MAE NAKAMITSU, D.D.S.
DRS. LANCE AND NOLA NAKAMITSU 401(K) PROFIT SHARING PLAN
$1.6M · 4 participants
DINO DEFILIPPIS
DINO DEFILIPPIS 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 4 participants
BARDIA ANDRE SASSANI D.D.S., INC.
SASSANI, D.D.S. RETIREMENT PLAN
$1.6M · 4 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B