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KEVIN ALLEN SHUGARS DDS, PLC SHUGARS — KEVIN A SHUGARS, DDS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250626150008NAL0005201283001
KEVIN ALLEN SHUGARS DDS, PLC SHUGARS
Form 5500-SF
FILING_RECEIVED
KEVIN A SHUGARS, DDS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEVIN ALLEN SHUGARS DDS, PLC SHUGARS
.
Find decision makers
Plan sponsor
Name
KEVIN ALLEN SHUGARS DDS, PLC SHUGARS
EIN
47-4340006
Address
1040 NORTH 10TH STREET, STE 230 · KALAMAZOO, MI · 49009
Phone
(269) 372-6333
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-26
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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Helping the score
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