How big is Dr. Terence McElgun's plan?

Dr. Terence McElgun's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251013113753NAL0000553635001

Dr. Terence McElgun

Name: Dr. Terence McElgun — Dr. Terence McElgun 401(k), Form 5500 (2024)
Creator: Dr. Terence McElgun
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Terence McElgun 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dr. Terence McElgun's Dr. Terence McElgun 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Dr. Terence McElgun's EIN is 11-3072855.

EIN 11-3072855

Plan number 002

Plan year 2024

ACK ID 20251013113753NAL0000553635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Terence McElgun from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Terence McElgun's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. TERENCE MCELGUN.

Finding similar companies…

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

DR. TERENCE MCELGUN

EIN

all filings

Address

520 FRANKLIN AVE · GARDEN CITY, NY · 11530

Phone

(516) 746-4732

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator