How big is AMY E. Stone, D.D.S., P.C.'s plan?

AMY E. Stone, D.D.S., P.C.'s plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20251015164342NAL0002767091001

AMY E. Stone, D.D.S., P.C.

Name: AMY E. Stone, D.D.S., P.C. — Tulsa Endodontic, Form 5500 (2024)
Creator: AMY E. Stone, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tulsa Endodontic Associates 401(k) Retirement Plan

401(k) retirement plan · AMY E. Stone, D.D.S., P.C.'s Tulsa Endodontic Associates 401(k) Retirement Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

AMY E. Stone, D.D.S., P.C.'s EIN is 20-3158747.

EIN 20-3158747

Plan number 001

Plan year 2024

ACK ID 20251015164342NAL0002767091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AMY E. Stone, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AMY E. Stone, D.D.S., P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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