How big is Jay D. Stevens, MD, PC's plan?

Jay D. Stevens, MD, PC's plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20250729073203NAL0003465232001

Jay D. Stevens, MD, PC

Name: Jay D. Stevens, MD, PC — Jay D. Stevens, MD, PC, Form 5500 (2024)
Creator: Jay D. Stevens, MD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay D. Stevens, MD, PC Retirement Plan

401(k) retirement plan · Jay D. Stevens, MD, PC's Jay D. Stevens, MD, PC Retirement Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Jay D. Stevens, MD, PC's EIN is 20-1869206.

EIN 20-1869206

Plan number 001

Plan year 2024

ACK ID 20250729073203NAL0003465232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jay D. Stevens, MD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jay D. Stevens, MD, PC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 JAY D. STEVENS, MD, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAY D. STEVENS, MD, PC

EIN

all filings

Address

3658 STATE ROUTE 8 · TITUSVILLE, PA · 16354

Phone

(814) 437-1312

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator