How big is Steven J. McAllen, M.D.'s plan?

Steven J. McAllen, M.D.'s plan reported $3.4M in assets and 3 participants for 2024.

Original filing (PDF)20251013111435NAL0000532515001

Steven J. McAllen, M.D.

Name: Steven J. McAllen, M.D. — Steven J. McAllen, M.D., Form 5500 (2024)
Creator: Steven J. McAllen, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven J. McAllen, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Steven J. McAllen, M.D.'s Steven J. McAllen, M.D. 401(k) Profit Sharing Plan held $3.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Steven J. McAllen, M.D.'s EIN is 33-0407069.

EIN 33-0407069

Plan number 001

Plan year 2024

ACK ID 20251013111435NAL0000532515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven J. McAllen, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven J. McAllen, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN J. MCALLEN, M.D..

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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