Original filing (PDF)20250409160706NAL0020083969001

JOHN STEVENSON, INC.

Name: JOHN STEVENSON, INC. — JOHN STEVENSON, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN STEVENSON, INC.

Form 5500-SF

FILING_RECEIVED

JOHN STEVENSON, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN STEVENSON, INC..

Plan sponsor

Name

JOHN STEVENSON, INC.

EIN

31-1427676

Address

8721 NORTH MAIN STREET · DAYTON, OH · 45415

Phone

(937) 264-3150

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

WELCOME HEALTH FAMILY NP, PC DBA STUDIO ESTHETIQUE

STUDIO ESTHETIQUE CASH BALANCE PLAN

$1.0M · 6 participants

MARRON WELLNESS CENTER, LLC

MARRON WELLNESS CENTER, LLC RETIREMENT SAVINGS PLAN

$1.0M · 1 participants

ASCENDANT PHARMACY, INC.

ASCENDANT PHARMACY, INC. CASH BALANCE PLAN

$1.0M · 6 participants

PSYGENICS, INC.

PSYGENICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.0M · 56 participants

ARISE ORTHOTICS & PROSTHETICS, I

ARISE O&P 401(K) PLAN