Original filing (PDF)20250415131627NAL0006489906001

DR. TROY A. HEUER, M.D.

Name: DR. TROY A. HEUER, M.D. — DR. TROY A. HEUER SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: DR. TROY A. HEUER, M.D.

Form 5500-SF

FILING_RECEIVED

DR. TROY A. HEUER SAFE HARBOR 401(K) 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 DR. TROY A. HEUER, M.D..

Plan sponsor

Name

DR. TROY A. HEUER, M.D.

EIN

23-2724478

Address

3193 NORTH CHARLOTTE STREET · GILBERTSVILLE, PA · 195259628

Phone

(610) 754-7000

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

2025-04-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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 providers

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