How big is Jason R. Estep DMD, PLLC's plan?

Jason R. Estep DMD, PLLC's plan reported $959K in assets and 7 participants for 2024.

Original filing (PDF)20250710150206NAL0003595843001

Jason R. Estep DMD, PLLC

Name: Jason R. Estep DMD, PLLC — Jason R. Estep DMD, PLLC, Form 5500 (2024)
Creator: Jason R. Estep DMD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason R. Estep DMD, PLLC 401(k) Plan

401(k) retirement plan · Jason R. Estep DMD, PLLC's Jason R. Estep DMD, PLLC 401(k) Plan held $959K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

People on this filing

Shannon Estep signed Jason R. Estep DMD, PLLC's 2024 Form 5500 as plan administrator.

Shannon Estep — 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

Jason R. Estep DMD, PLLC's EIN is 27-3208143.

EIN 27-3208143

Plan number 001

Plan year 2024

ACK ID 20250710150206NAL0003595843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason R. Estep DMD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason R. Estep DMD, PLLC's 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 JASON R. ESTEP DMD, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JASON R. ESTEP DMD, PLLC

EIN

all filings

Address

1718 S MAIN ST · POPLARVILLE, MS · 394704287

Phone

(601) 795-8024

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator