How big is Daniel T Stewart, D.D.S., Ltd.'s plan?

Daniel T Stewart, D.D.S., Ltd.'s plan reported $1.4M in assets and 6 participants for 2023.

Original filing (PDF)20240726172433NAL0015963649001

Daniel T Stewart, D.D.S., Ltd.

Name: Daniel T Stewart, D.D.S., Ltd. — Daniel T. Stewart, Form 5500 (2023)
Creator: Daniel T Stewart, D.D.S., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel T. Stewart, DDS 401(k) Plan

401(k) retirement plan · Daniel T Stewart, D.D.S., Ltd.'s Daniel T. Stewart, DDS 401(k) Plan held $1.4M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Daniel T Stewart, D.D.S., Ltd.'s EIN is 32-2295585.

EIN 32-2295585

Plan number 001

Plan year 2023

ACK ID 20240726172433NAL0015963649001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Daniel T Stewart, D.D.S., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Daniel T Stewart, D.D.S., Ltd.'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 DANIEL T STEWART, D.D.S., LTD..

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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