How big is James R Tague, DDS' plan?

James R Tague, DDS' plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20251015215954NAL0011653906001

James R Tague, DDS

Name: James R Tague, DDS — James R Tague Profit Sharing, Form 5500 (2024)
Creator: James R Tague, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James R Tague Profit Sharing Plan

401(k) retirement plan · James R Tague, DDS' James R Tague Profit Sharing Plan held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sherry Gensemer signed James R Tague, DDS' 2024 Form 5500 as plan administrator.

Sherry Gensemer — 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

James R Tague, DDS' EIN is 16-1444461.

EIN 16-1444461

Plan number 003

Plan year 2024

ACK ID 20251015215954NAL0011653906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James R Tague, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James R Tague, DDS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 JAMES R TAGUE, DDS.

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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