How big is Fred C Stalley DDS Inc.'s plan?

Fred C Stalley DDS Inc.'s plan reported $1.1M in assets and 12 participants for 2023.

Original filing (PDF)20241015180104NAL0017006595001

Fred C Stalley DDS Inc.

Name: Fred C Stalley DDS Inc. — Fred C Stalley DDS Inc., Form 5500 (2023)
Creator: Fred C Stalley DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fred C Stalley DDS Inc. 401(k) PS Plan & Trust

401(k) retirement plan · Fred C Stalley DDS Inc.'s Fred C Stalley DDS Inc. 401(k) PS Plan & Trust held $1.1M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Fred Stalley signed Fred C Stalley DDS Inc.'s 2023 Form 5500 as plan administrator.

Fred Stalley — 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

Fred C Stalley DDS Inc.'s EIN is 36-4374893.

EIN 36-4374893

Plan number 002

Plan year 2023

ACK ID 20241015180104NAL0017006595001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fred C Stalley DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fred C Stalley DDS Inc.'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 FRED C STALLEY DDS INC.

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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