· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TIMOTHY B. FAGAN, D.M.D., P.C. — TIMOTHY B. FAGAN, D.M.D., P.C. RETIREMENT INCOME PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250917175013NAL0000845440001
TIMOTHY B. FAGAN, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
TIMOTHY B. FAGAN, D.M.D., P.C. RETIREMENT INCOME PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TIMOTHY B. FAGAN, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
TIMOTHY B. FAGAN, D.M.D., P.C.
EIN
20-0101227
Address
7 LONGLEAF OFFICE PARK · MOULTRIE, GA · 31768
Phone
(229) 985-4674
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
SCOTT M. HEALEY, D.M.D., INC.
SCOTT M. HEALEY, D.M.D., INC. 401(K) PROFIT SHARING PLAN
$2.5M · 1 participants
SALLAPUDI ORTHODONTICS, PLLC
SALLAPUDI ORTHODONTICS, DEFINED BENEFIT PLAN
$2.5M · 14 participants
JAY PLATT, D.D.S. P.C.
JAY PLATT, D.D.S., P.C. 401(K) PROFIT SHARING PLAN
$2.5M · 16 participants
STEVEN H. GOLDSHER, D.D.S.
STEVEN H. GOLDSHER, D.D.S. 401(K) PROFIT SHARING PLAN
$2.5M · 4 participants
MORRIS S. CHIMON, DDS, P.C.
MORRIS S. CHIMON, DDS, P.C. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 7 participants
ROBERT B. LOWE, D.D.S., INC.
ROBERT LOWE, DDS, INC. 401(K) P/S PLAN
$2.5M · 7 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
