How big is Harold E. BEAM, M.D.'s plan?

Harold E. BEAM, M.D.'s plan reported $3.3M in assets and 4 participants for 2025.

Original filing (PDF)20260424160504NAL0003272307001

Harold E. BEAM, M.D.

Name: Harold E. BEAM, M.D. — Harold E. BEAM, M.D. 401(k), Form 5500 (2025)
Creator: Harold E. BEAM, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harold E. BEAM, M.D. 401(k) Plan

401(k) retirement plan · Harold E. BEAM, M.D.'s Harold E. BEAM, M.D. 401(k) Plan held $3.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Miranda Wisniach for Daybright signed Harold E. BEAM, M.D.'s 2025 Form 5500 as plan administrator.

Miranda Wisniach for Daybright — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harold E. BEAM, M.D.'s EIN is 06-1273030.

EIN 06-1273030

Plan number 001

Plan year 2025

ACK ID 20260424160504NAL0003272307001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Harold E. BEAM, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Harold E. BEAM, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HAROLD E. BEAM, M.D.

EIN

all filings

Address

300 HEBRON AVE., SUITE 101 · GLASTONBURY, CT · 06033

Phone

(860) 659-9990

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator