Original filing (PDF)20250421104021NAL0002891457001

JAMES R. STEWART, JR., D.D.S., P.C.

Name: JAMES R. STEWART, JR., D.D.S., P.C. — JAMES R. STEWART, JR., D.D.S., P.C. 401(K) RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: JAMES R. STEWART, JR., D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

JAMES R. STEWART, JR., D.D.S., P.C. 401(K) RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 JAMES R. STEWART, JR., D.D.S., P.C..

Plan sponsor

Name

JAMES R. STEWART, JR., D.D.S., P.C.

EIN

38-3265928

Address

15873 MIDDLEBELT ROAD · SUITE 100 · LIVONIA, MI · 48154

Phone

(734) 425-4400

Industry

Offices of Dentists· 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

2025-04-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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