How big is Susan E. Wagner DDS PC's plan?

Susan E. Wagner DDS PC's plan reported $14K in assets and 6 participants for 2024.

Original filing (PDF)20251009171351NAL0007372049001

Susan E. Wagner DDS PC

Name: Susan E. Wagner DDS PC — Susan E. Wagner DDS PC, Form 5500 (2024)
Creator: Susan E. Wagner DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan E. Wagner DDS PC 401(k) Plan

401(k) retirement plan · Susan E. Wagner DDS PC's Susan E. Wagner DDS PC 401(k) Plan held $14K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Richard Tatum signed Susan E. Wagner DDS PC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Susan E. Wagner DDS PC's EIN is 26-4173046.

EIN 26-4173046

Plan number 001

Plan year 2024

ACK ID 20251009171351NAL0007372049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Susan E. Wagner DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Susan E. Wagner DDS PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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