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JOSEPH A. DUGONI, DDS, PC — JOSEPH DUGONI CASH BALANCE PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231015131805NAL0023767347001
JOSEPH A. DUGONI, DDS, PC
Form 5500-SF
FILING_RECEIVED
JOSEPH DUGONI CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH A. DUGONI, DDS, PC
.
Find decision makers
Plan sponsor
Name
JOSEPH A. DUGONI, DDS, PC
EIN
93-1191346
Address
4707 NE TILLAMOOK ST. · PORTLAND, OR · 97213
Phone
(503) 287-9710
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-15
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
1I · Frozen plan — no new benefit accrual
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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Knocking points off
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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