Original filing (PDF)20241014125100NAL0013303763001

SCOTT A. LOGAN, D.D.S., P.A.

Name: SCOTT A. LOGAN, D.D.S., P.A. — SCOTT A. LOGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SCOTT A. LOGAN, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

SCOTT A. LOGAN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT A. LOGAN, D.D.S., P.A..

Plan sponsor

Name

SCOTT A. LOGAN, D.D.S., P.A.

EIN

57-1157845

Address

3205 ROBINSON CREEK PARKWAY · HUNTSVILLE, TX · 77340

Phone

(936) 291-6589

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

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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