Original filing (PDF)20251014170201NAL0006957986008

DR. LAN-PHUONG NGUYEN

Name: DR. LAN-PHUONG NGUYEN — DR. LAN-PHUONG NGUYEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. LAN-PHUONG NGUYEN

Form 5500-SF

FILING_RECEIVED

DR. LAN-PHUONG NGUYEN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. LAN-PHUONG NGUYEN.

Plan sponsor

Name

DR. LAN-PHUONG NGUYEN

EIN

39-1361011all filings

Address

12534 BLUE STEM TRAIL · CALEDONIA, WI · 531089797

Phone

(262) 835-9662

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

DR. LAN-PHUONG NGUYEN

EIN

39-1361011

City

CALEDONIA, WI

Phone

(262) 835-9662

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

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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