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HELFGOTT, HARGETT & PLUZNIK, M.D., P.C. — HELFGOTT, HARGETT & PLUZNIK, M.D., P.C. PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250410182321NAL0013421139001
HELFGOTT, HARGETT & PLUZNIK, M.D., P.C.
Form 5500-SF
FILING_RECEIVED
HELFGOTT, HARGETT & PLUZNIK, M.D., P.C. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
32
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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
HELFGOTT, HARGETT & PLUZNIK, M.D., P.C.
.
Find decision makers
Plan sponsor
Name
HELFGOTT, HARGETT & PLUZNIK, M.D., P.C.
EIN
52-1264536
Address
1155 21ST NW STE M400 · WASHINGTON, DC · 20036
Phone
(202) 296-4900
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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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