How big is Stephen WEIR, DDS, LLC's plan?

Stephen WEIR, DDS, LLC's plan reported $2.8M in assets and 8 participants for 2023.

Original filing (PDF)20240729094600NAL0019199889001

Stephen WEIR, DDS, LLC

Name: Stephen WEIR, DDS, LLC — J. Stephen WEIR, DDS, Form 5500 (2023)
Creator: Stephen WEIR, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Stephen WEIR, DDS Retirement Plan

401(k) retirement plan · Stephen WEIR, DDS, LLC's J. Stephen WEIR, DDS Retirement Plan held $2.8M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

John WEIR signed Stephen WEIR, DDS, LLC's 2023 Form 5500 as plan administrator.

John WEIR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stephen WEIR, DDS, LLC's EIN is 33-1166052.

EIN 33-1166052

Plan number 001

Plan year 2023

ACK ID 20240729094600NAL0019199889001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stephen WEIR, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stephen WEIR, DDS, LLC'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 STEPHEN WEIR, DDS, LLC.

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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