Original filing (PDF)20240610095532NAL0026760897001

MEIER & DOUGHERTY, LLC

Name: MEIER & DOUGHERTY, LLC — MEIER & DOUGHERTY, LLC 401(K) PLAN, Form 5500 (2023)
Creator: MEIER & DOUGHERTY, LLC

Form 5500-SF

FILING_RECEIVED

MEIER & DOUGHERTY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MEIER & DOUGHERTY, LLC.

Plan sponsor

Name

MEIER & DOUGHERTY, LLC

EIN

45-4077673all filings

Address

2726 HIGHWAY K · OFALLON, MO · 63368

Phone

(636) 272-5015

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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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