How big is Stones Worth Stepping, P.C.'s plan?

Stones Worth Stepping, P.C.'s plan reported $1.2M in assets and 16 participants for 2024.

Original filing (PDF)20250409083442NAL0021983025001

Stones Worth Stepping, P.C.

Name: Stones Worth Stepping, P.C. — Stones Worth Stepping, Form 5500 (2024)
Creator: Stones Worth Stepping, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stones Worth Stepping, P.C. Retirement Plan

401(k) retirement plan · Stones Worth Stepping, P.C.'s Stones Worth Stepping, P.C. Retirement Plan held $1.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Stones Worth Stepping, P.C.'s EIN is 20-5705806.

EIN 20-5705806

Plan number 001

Plan year 2024

ACK ID 20250409083442NAL0021983025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stones Worth Stepping, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stones Worth Stepping, 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