How big is Jack D Steele's plan?

Jack D Steele's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20251009223748NAL0016607154001

Jack D Steele

Name: Jack D Steele — JD Steele Family Dentistry 401(k), Form 5500 (2024)
Creator: Jack D Steele
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JD Steele Family Dentistry 401(k) Plan

401(k) retirement plan · Jack D Steele's JD Steele Family Dentistry 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Jack D Steele's EIN is 20-0158115.

EIN 20-0158115

Plan number 001

Plan year 2024

ACK ID 20251009223748NAL0016607154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack D Steele from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack D Steele's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACK D STEELE.

Finding similar companies…

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

Knocking points off