How big is Stephen M. Sherwood DDS, PLLC's plan?

Stephen M. Sherwood DDS, PLLC's plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20250924183929NAL0008456848001

Stephen M. Sherwood DDS, PLLC

Name: Stephen M. Sherwood DDS, PLLC — Stephen M. Sherwood, Form 5500 (2024)
Creator: Stephen M. Sherwood DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen M. Sherwood DDS, PLLC 401(k)Plan

401(k) retirement plan · Stephen M. Sherwood DDS, PLLC's Stephen M. Sherwood DDS, PLLC 401(k)Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Stephen M. Sherwood DDS, PLLC's EIN is 30-0169824.

EIN 30-0169824

Plan number 001

Plan year 2024

ACK ID 20250924183929NAL0008456848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen M. Sherwood DDS, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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