Original filing (PDF)20250627100628NAL0005447683001

ZUGNER & PEDERSEN DENTAL GROUP

Name: ZUGNER & PEDERSEN DENTAL GROUP — ZUGNER & PEDERSEN DENTAL GROUP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZUGNER & PEDERSEN DENTAL GROUP

Form 5500-SF

FILING_RECEIVED

ZUGNER & PEDERSEN DENTAL GROUP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 ZUGNER & PEDERSEN DENTAL GROUP.

Plan sponsor

Name

ZUGNER & PEDERSEN DENTAL GROUP

EIN

20-1900123

Address

55 NORTH AVENUE · WEBSTER, NY · 14580

Phone

(585) 872-2797

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-06-27

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

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