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Original filing (PDF)20250223103518NAL0014168768001
WILLIAM E BOURGEOIS OD SC
Form 5500-SF
FILING_RECEIVED
WILLIAM E BOURGEOIS OD SC PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM E BOURGEOIS OD SC.
Plan sponsor
Name
WILLIAM E BOURGEOIS OD SC
DBA
WILLIAM E BOURGEOIS OD SC
EIN
39-1404102
Address
1507 MAIN ST · MARINETTE, WI · 541431301
Phone
(715) 735-9593
Industry
Health Care & Social Assistancesee 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
2025-02-23
Pension benefit codes
2C · Money purchase (other than target benefit)
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 providersRelated plans
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