How big is Coghlan Orthodontics, P.C.'s plan?

Coghlan Orthodontics, P.C.'s plan reported $5.2M in assets and 11 participants for 2024.

Original filing (PDF)20250331205258NAL0006965137001

Coghlan Orthodontics, P.C.

Name: Coghlan Orthodontics, P.C. — Coghlan Orthodontics, Form 5500 (2024)
Creator: Coghlan Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coghlan Orthodontics, P.C. Retirement Plan

401(k) retirement plan · Coghlan Orthodontics, P.C.'s Coghlan Orthodontics, P.C. Retirement Plan held $5.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

J. Kevin Coghlan, D.D.S. signed Coghlan Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

J. Kevin Coghlan, D.D.S. — 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

Coghlan Orthodontics, P.C.'s EIN is 35-1175152.

EIN 35-1175152

Plan number 002

Plan year 2024

ACK ID 20250331205258NAL0006965137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coghlan Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coghlan Orthodontics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGHLAN ORTHODONTICS, P.C..

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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