Original filing (PDF)20250513112121NAL0011961283001

GLENN A. WERGIN, DMD

Name: GLENN A. WERGIN, DMD — GLENN A. WERGIN, DMD PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GLENN A. WERGIN, DMD

Form 5500-SF

FILING_RECEIVED

GLENN A. WERGIN, DMD PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$383

Net assets (EOY)

$383

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLENN A. WERGIN, DMD.

Plan sponsor

Name

GLENN A. WERGIN, DMD

EIN

45-3041995all filings

Address

P.O. BOX 923 · WALWORTH, WI · 53184

Phone

(262) 275-6992

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHANOOK DAVID AHN DMD APC

$379 · 4 participants

DR SAM C MARCOS PROFESSIONAL DEN

DR. SAM C. MORCOS 401K PLAN

$379

GENTLE DENTISTRY OF OAK PARK

GENTLE DENTISTRY OF OAK PARK 401(K) PLAN

$377

KOUICHI ITOH DDS INC

KOUICHI ITOH DDS INC 401(K)

$390 · 8 participants

A CARING DENTAL GROUP

A CARING DENTAL GROUP SOCA BENEFIT PLAN

$391 · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.