· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MICHAEL A WARREN DDS & ASSOCIATES PC., — WARREN AND HAGERMAN PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250224175959NAL0007821939001
MICHAEL A WARREN DDS & ASSOCIATES PC.,
Form 5500-SF
FILING_RECEIVED
WARREN AND HAGERMAN PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
13
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MICHAEL A WARREN DDS & ASSOCIATES PC.,
.
Find decision makers
Plan sponsor
Name
MICHAEL A WARREN DDS & ASSOCIATES PC.,
EIN
26-3435950
Address
111 W WIGWAM BLVD STE A · LITCHFIELD PARK, AZ · 853404636
Phone
(623) 935-9376
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-02-24
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
JENNIFER T. SILC, D.D.S., M.S., LTD.
SILC-NAKFOOR RETIREMENT PLAN & TRUST
$2.3M · 22 participants
INTERMOUNTAIN DENTURES, PLLC
INTERMOUNTAIN DENTURES, PLLC 401(K) PLAN
$2.3M · 22 participants
PALMS DENTAL PA
PALMS DENTAL PA 401(K) PLAN
$2.3M · 10 participants
FRANKLIN CAUSEY, DMD
G. FRANKLIN CAUSEY, JR. DMD, PROFIT SHARING PLAN
$2.3M · 8 participants
CLEARWATER DENTAL, S.C.
CLEARWATER DENTAL, S.C. 401(K) PLAN
$2.3M · 21 participants
80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOSEPH K VARGO D.M.D., P.C.
JOSEPH K VARGO D.M.D., P.C. 401(K) PLAN
$2.3M · 11 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
