Original filing (PDF)20251015215954NAL0011653906001

JAMES R TAGUE, DDS

Name: JAMES R TAGUE, DDS — JAMES R TAGUE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES R TAGUE, DDS

Form 5500-SF

FILING_RECEIVED

JAMES R TAGUE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES R TAGUE, DDS.

Plan sponsor

Name

JAMES R TAGUE, DDS

EIN

16-1444461

Address

PO BOX 8 · 138 CHURCH STREET · ALEXANDRIA BAY, NY · 13607

Phone

(315) 482-9941

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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