Original filing (PDF)20250616100941NAL0000404755001

TARA A BOGART DDS PC

Name: TARA A BOGART DDS PC — TARA A BOGART DDS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TARA A BOGART DDS PC

Form 5500-SF

FILING_RECEIVED

TARA A BOGART DDS PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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 (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARA A BOGART DDS PC.

Plan sponsor

Name

TARA A BOGART DDS PC

EIN

13-4177707all filings

Address

218 E 61ST ST · NEW YORK, NY · 100658506

Phone

(212) 265-7152

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

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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