· 2022–2024 · DOL EFAST2

Zugner & Pedersen Dental Group — Zugner & Pedersen, Form 5500 (2024)

Original filing (PDF)20250627100628NAL0005447683001

Zugner & Pedersen Dental Group

Form 5500-SF

FILING_RECEIVED

Zugner & Pedersen Dental Group Profit Sharing Plan

401(k) retirement plan · Zugner & Pedersen Dental Group's Zugner & Pedersen Dental Group Profit Sharing Plan held $3.8M in plan assets for 12 participants in 2024.

Active participants

12

Accounts w/ balance

16

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZUGNER & PEDERSEN DENTAL GROUP.

Plan sponsor

Name

ZUGNER & PEDERSEN DENTAL GROUP

EIN

20-1900123all filings

Address

55 NORTH AVENUE · WEBSTER, NY · 14580

Phone

(585) 872-2797

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

Weaver and Jaynes Dentistry PLLC

Weaver and Jaynes Dentistry PLLC 401(k) Profit Sharing Plan

$3.8M · 19 participants

David Cummins, DDS, MS

David Cummins, DDS, MS 401(k) Profit Sharing Plan

$3.8M · 4 participants

John M Andrews DMD PA

John M Andrews DMD PA 401(k) Profit Sharing Plan & Trust

$3.8M · 9 participants

Jennifer M.B. Schau, D.D.S.

Jennifer M.B. Schau, D.D.S. 401(k) Plan

$3.8M · 14 participants

Deborah L. Beaty, DDS, PC

D & T Dentistry 401(k) Plan and Trust

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.