Original filing (PDF)20250630153212NAL0029020242001

STEPHANIE KINSEY DDS LLC DBA PALENCIA DENTAL

Name: STEPHANIE KINSEY DDS LLC DBA PALENCIA DENTAL — STEPHANIE KINSEY DDS LLC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: STEPHANIE KINSEY DDS LLC DBA PALENCIA DENTAL

Form 5500-SF

FILING_RECEIVED

STEPHANIE KINSEY DDS LLC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHANIE KINSEY DDS LLC DBA PALENCIA DENTAL.

Plan sponsor

Name

STEPHANIE KINSEY DDS LLC DBA PALENCIA DENTAL

EIN

27-4717029all filings

Address

159 PALENCIA VILLAGE DR. 107 · ST. AUGUSTINE, FL · 32095

Phone

(904) 826-4343

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator