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STEPHEN J. DENNIS ESQ PLC — THE STEPHEN J. DENNIS CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251202104320NAL0011547745001
STEPHEN J. DENNIS ESQ PLC
Form 5500-SF
FILING_RECEIVED
THE STEPHEN J. DENNIS CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 0.5 mo
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
88
/ 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
98
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
STEPHEN J. DENNIS ESQ PLC
.
Find decision makers
Plan sponsor
Name
STEPHEN J. DENNIS ESQ PLC
EIN
05-0488375
Address
127 DORRANCE STREET, SUITE 7A · PROVIDENCE, RI · 02903
Phone
(401) 453-1355
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-02
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
Filed 0.5 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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