How big is Jeffrey Sugar, MD's plan?

Jeffrey Sugar, MD's plan reported $6.1M in assets and 6 participants for 2024.

Original filing (PDF)20250909080304NAL0012443427001

Jeffrey Sugar, MD

Name: Jeffrey Sugar, MD — Jeffrey Sugar, MD 401(k) Profit, Form 5500 (2024)
Creator: Jeffrey Sugar, MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey Sugar, MD 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jeffrey Sugar, MD's Jeffrey Sugar, MD 401(k) Profit Sharing Plan and Trust held $6.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Jeffrey Sugar, MD's EIN is 13-4036330.

EIN 13-4036330

Plan number 001

Plan year 2024

ACK ID 20250909080304NAL0012443427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey Sugar, MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey Sugar, MD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY SUGAR, MD.

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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