How big is Daniel Stevens' plan?

Daniel Stevens' plan reported $53K in assets and 3 participants for 2022.

Original filing (PDF)20231015153508NAL0048654128001

Daniel Stevens

Name: Daniel Stevens — Daniel Stevens 401(k) Profit, Form 5500 (2022)
Creator: Daniel Stevens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel Stevens 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Daniel Stevens' Daniel Stevens 401(k) Profit Sharing Plan & Trust held $53K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Daniel Stevens signed Daniel Stevens' 2022 Form 5500 as plan administrator.

Daniel Stevens — 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

Daniel Stevens' EIN is 20-8366865.

EIN 20-8366865

Plan number 001

Plan year 2022

ACK ID 20231015153508NAL0048654128001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Daniel Stevens from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Daniel Stevens' 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 DANIEL STEVENS.

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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

Knocking points off