How big is Stephen Casey, M.D., Inc.'s plan?

Stephen Casey, M.D., Inc.'s plan reported $653K in assets and 3 participants for 2024.

Original filing (PDF)20250702180503NAL0014014305001

Stephen Casey, M.D., Inc.

Name: Stephen Casey, M.D., Inc. — Stephen Casey, M.D., Form 5500 (2024)
Creator: Stephen Casey, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Casey, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen Casey, M.D., Inc.'s Stephen Casey, M.D., Inc. 401(k) Profit Sharing Plan held $653K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

Plan identifiers

Stephen Casey, M.D., Inc.'s EIN is 27-2532759.

EIN 27-2532759

Plan number 001

Plan year 2024

ACK ID 20250702180503NAL0014014305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Casey, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Casey, M.D., Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN CASEY, M.D., INC..

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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