Original filing (PDF)20240416162615NAL0001284881001

PAUL D. HAGGAN, DMD

Name: PAUL D. HAGGAN, DMD — PAUL D. HAGGAN, DMD 401(K) PLAN, Form 5500 (2023)
Creator: PAUL D. HAGGAN, DMD

Form 5500-SF

FILING_RECEIVED

PAUL D. HAGGAN, DMD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 PAUL D. HAGGAN, DMD.

Plan sponsor

Name

PAUL D. HAGGAN, DMD

EIN

22-2865545

Address

17 E HIGH ST · SOMERVILLE, NJ · 088762302

Phone

(908) 725-8300

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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