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Original filing (PDF)20251014120902NAL0005840482001
DAVID B. KAGAN, D.M.D.
Form 5500-SF
FILING_RECEIVED
DAVID B. KAGAN, D.M.D. 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
5
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID B. KAGAN, D.M.D..
Plan sponsor
Name
DAVID B. KAGAN, D.M.D.
EIN
20-8737121
Address
9690 GLADES ROAD · SUITE 430 · BOCA RATON, FL · 33434
Phone
(561) 487-4440
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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 providersRelated plans
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