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M. SHANE STEVENSON, DMD, MD, PC — M. SHANE STEVENSON, D.M.D., M.D., P.C. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250916123637NAL0004327234001
M. SHANE STEVENSON, DMD, MD, PC
Form 5500-SF
FILING_RECEIVED
M. SHANE STEVENSON, D.M.D., M.D., P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
100
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
M. SHANE STEVENSON, DMD, MD, PC
.
Find decision makers
Plan sponsor
Name
M. SHANE STEVENSON, DMD, MD, PC
EIN
20-4920151
Address
1401 STRATFORD RD. SE · DECATUR, AL · 35601
Phone
(256) 355-1242
Industry
Offices of Physicians
· Health Care & Social Assistance
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
2025-09-16
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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