How big is Joseph M. Brogan DMD PC's plan?

Joseph M. Brogan DMD PC's plan reported $479K in assets and 6 participants for 2023.

Original filing (PDF)20241015144220NAL0028802225001

Joseph M. Brogan DMD PC

Name: Joseph M. Brogan DMD PC — Joseph M. Brogan DMD PC, Form 5500 (2023)
Creator: Joseph M. Brogan DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph M. Brogan DMD PC 401(k) Profit Sharing Plan

401(k) retirement plan · Joseph M. Brogan DMD PC's Joseph M. Brogan DMD PC 401(k) Profit Sharing Plan held $479K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$479K

Net assets (EOY)

$479K

Plan identifiers

Joseph M. Brogan DMD PC's EIN is 23-3022173.

EIN 23-3022173

Plan number 001

Plan year 2023

ACK ID 20241015144220NAL0028802225001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joseph M. Brogan DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joseph M. Brogan DMD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH M. BROGAN DMD PC.

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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