How big is James Stein DMD's plan?

James Stein DMD's plan reported $3.2M in assets and 5 participants for 2024.

Original filing (PDF)20251010142015NAL0018805218001

James Stein DMD

Name: James Stein DMD — James Stein DMD Profit Sharing, Form 5500 (2024)
Creator: James Stein DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Stein DMD Profit Sharing Plan and Trust

401(k) retirement plan · James Stein DMD's James Stein DMD Profit Sharing Plan and Trust held $3.2M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

James Stein DMD's EIN is 04-2869631.

EIN 04-2869631

Plan number 002

Plan year 2024

ACK ID 20251010142015NAL0018805218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Stein DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Stein DMD's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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