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STEPHENSON DENTAL — STEPHENSON DENTAL 401K, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250702160930NAL0019105136001
STEPHENSON DENTAL
Form 5500-SF
FILING_RECEIVED
STEPHENSON DENTAL 401K
401(k) retirement plan
Active participants
16
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHENSON DENTAL
.
Find decision makers
Plan sponsor
Name
STEPHENSON DENTAL
EIN
39-1886671
Address
1400 FAUCETT PARKWAY, SUITE C · NEVADA, IA · 50201
Phone
(515) 382-5542
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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LAWSON DENTISTS, INC.
LAWSON DENTISTS, INC. 401(K) PROFIT SHARING PLAN
80
Knocking points off
56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 10 participants
MARCUS N. TORREY DDS PLLC
TORREY DENTAL 401(K) PLAN
$1.6M · 8 participants
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