· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC. — GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250119074827NAL0000851280001
GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
GENE DUGAN, D.D.S. AND BRAD PLACE, D.D.S., INC.
EIN
20-0481533
Address
1707 ALLENTOWN RD · LIMA, OH · 45805
Phone
(419) 224-3464
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Dentists plans
MICHAEL T.C. MA, D.D.S., INC.
MICHAEL T.C. MA, D.D.S., INC. PROFIT SHARING PLAN
$2.3M · 3 participants
DRAKE ROAD ORTHODONTICS, PLLC
DRAKE ROAD ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN
$2.3M · 13 participants
NEWARK FAMILY DENTISTRY, INC.
NEWARK FAMILY DENTISTRY, INC. PROFIT SHARING PLAN AND TRUST
$2.3M · 17 participants
DENTAL IMPLANTS & PERIODONTAL CARE
DENTAL IMPLANTS & PERIODONTAL CARE, PC 401(K) PROFIT SHARING PLAN
$2.3M · 6 participants
DONNA C. NOLL, D.D.S., INC.
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.
VIOLET FAMILY DENTAL 401(K) PROFIT SHARING PLAN
$2.3M · 17 participants
HAMBERGER DENTAL ASSOCIATES PA
HAMBERGER DENTAL ASSOCIATES PA 401(K) PLAN
$2.3M · 7 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
