How big is Stephen J. Kowalczyk, D.D.S., LLC's plan?

Stephen J. Kowalczyk, D.D.S., LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250908120035NAL0040943858002

Stephen J. Kowalczyk, D.D.S., LLC

Name: Stephen J. Kowalczyk, D.D.S., LLC — Stephen J., Form 5500 (2024)
Creator: Stephen J. Kowalczyk, D.D.S., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen J. Kowalczyk, D.D.S., LLC Incentive Savings Plan and Trust

401(k) retirement plan · Stephen J. Kowalczyk, D.D.S., LLC's Stephen J. Kowalczyk, D.D.S., LLC Incentive Savings Plan and Trust held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Stephen J. Kowalczyk, D.D.S. signed Stephen J. Kowalczyk, D.D.S., LLC's 2024 Form 5500 as plan administrator.

Stephen J. Kowalczyk, D.D.S. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stephen J. Kowalczyk, D.D.S., LLC's EIN is 20-2463884.

EIN 20-2463884

Plan number 001

Plan year 2024

ACK ID 20250908120035NAL0040943858002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen J. Kowalczyk, D.D.S., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen J. Kowalczyk, D.D.S., LLC's plan includes a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN J. KOWALCZYK, D.D.S., LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

STEPHEN J. KOWALCZYK, D.D.S., LLC

EIN

all filings

Address

15 LAMBERT RIDGE · CROSS RIVER, NY · 10518

Phone

(203) 743-9943

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator