Original filing (PDF)20251229104334NAL0028359184001

EDWARD G STEPHENS DDS

Name: EDWARD G STEPHENS DDS — EDWARD G STEPHENS DDS MCF BENEFIT PLAN, Form 5500 (2024)
Creator: EDWARD G STEPHENS DDS

Form 5500-SF

FILING_RECEIVED

EDWARD G STEPHENS DDS MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD G STEPHENS DDS.

Plan sponsor

Name

EDWARD G STEPHENS DDS

EIN

43-1791417all filings

Address

1109 OMAR · MEXICO, MO · 65265

Phone

(573) 581-1054

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Offices of Dentists plans

TAPAS P. PATEL, DDS, PLLC

TAPAS P. PATEL, DDS, PLLC 401(K) PLAN

$6K · 7 participants

PINNACLE DENTAL INC.

PINNACLE DENTAL INC. 401(K) PLAN

$6K · 4 participants

ELLIE BASH DDS MS PA

ELLIE BASH DDS MS PA 401K PLAN

$6K · 2 participants

VILAS BALAKRISHNA, D.M.D., P.C.

ACES DENTAL PROFIT SHARING PLAN

$6K

ALEX DENTAL INC

ALEX DENTAL INC 401(K) PROFIT SHARING PLAN & TRUST

$6K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.