Original filing (PDF)20250507113952NAL0023744434001

FRANCIS X. MCHUGH, DDS

Name: FRANCIS X. MCHUGH, DDS — HERKIMER DENTAL, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANCIS X. MCHUGH, DDS

Form 5500-SF

FILING_RECEIVED

HERKIMER DENTAL, LLC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$671K

Net assets (EOY)

$671K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCIS X. MCHUGH, DDS.

Plan sponsor

Name

FRANCIS X. MCHUGH, DDS

EIN

22-3867839all filings

Address

10 S VILLAGE DR · CAZENOVIA, NY · 130359550

Phone

(315) 790-1886

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

2025-05-07

Pension benefit codes

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

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ANTHONY DELUCIA, D.D.S., P.A.

ANTHONY DELUCIA, DDS 401(K) PLAN

$671K · 7 participants

A LICHELLE ALDANA DDS PC

A LICHELLE ALDANA DDS PC 401(K) PROFIT SHARING PLAN & TRUST

$671K · 4 participants

NORTHBOROUGH FAMILY DENTAL

NORTHBOROUGH FAMILY DENTAL 401(K) PROFIT SHARING PLAN

$671K · 17 participants

MATTHEW G CORBIN, DDS, PA

CORBIN DENTAL 401(K) PLAN

$671K · 22 participants

BRAD J CONVISSAR DMD PA

BRAD J CONVISSAR DMD PA 401(K) PROFIT SHARING PLAN & TRUST

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