How big is Stephen P. Schoen, DDS, LLC's plan?

Stephen P. Schoen, DDS, LLC's plan reported $923K in assets and 5 participants for 2024.

Original filing (PDF)20251015141641NAL0004801825001

Stephen P. Schoen, DDS, LLC

Name: Stephen P. Schoen, DDS, LLC — Stephen P. Schoen, Form 5500 (2024)
Creator: Stephen P. Schoen, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen P. Schoen, DDS, LLC Profit Sharing 401(k) Plan & Trust

401(k) retirement plan · Stephen P. Schoen, DDS, LLC's Stephen P. Schoen, DDS, LLC Profit Sharing 401(k) Plan & Trust held $923K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

Plan identifiers

Stephen P. Schoen, DDS, LLC's EIN is 26-4224136.

EIN 26-4224136

Plan number 001

Plan year 2024

ACK ID 20251015141641NAL0004801825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen P. Schoen, DDS, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN P. SCHOEN, DDS, 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