How big is Julie A. Sugar DMD, P.A.'s plan?

Julie A. Sugar DMD, P.A.'s plan reported $311K in assets and 10 participants for 2024.

Original filing (PDF)20251014101414NAL0003590912001

Julie A. Sugar DMD, P.A.

Name: Julie A. Sugar DMD, P.A. — Julie A. Sugar DMD, P.A., Form 5500 (2024)
Creator: Julie A. Sugar DMD, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julie A. Sugar DMD, P.A. 401(k) Plan

401(k) retirement plan · Julie A. Sugar DMD, P.A.'s Julie A. Sugar DMD, P.A. 401(k) Plan held $311K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Dakota Golaszewski signed Julie A. Sugar DMD, P.A.'s 2024 Form 5500 as plan administrator.

Dakota Golaszewski — 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

Julie A. Sugar DMD, P.A.'s EIN is 47-4098549.

EIN 47-4098549

Plan number 001

Plan year 2024

ACK ID 20251014101414NAL0003590912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Julie A. Sugar DMD, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Julie A. Sugar DMD, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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