· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS STAKEM, DDS, MD, LLC — THOMAS STAKEM, DDS, MD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250812082939NAL0007773569001
THOMAS STAKEM, DDS, MD, LLC
Form 5500-SF
FILING_RECEIVED
THOMAS STAKEM, DDS, MD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
THOMAS STAKEM, DDS, MD, LLC
.
Find decision makers
Plan sponsor
Name
THOMAS STAKEM, DDS, MD, LLC
EIN
43-2085242
Address
7175 HIGHWAY 17 #01 · FLEMING ISLAND, FL · 320039318
Phone
(904) 529-8889
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
2025-08-12
Pension benefit codes
2E · Profit-sharing
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
Related plans
Similar-size Offices of Dentists plans
PROSTHODONTICS OF NEW YORK
PROSTHODONTICS OF NEW YORK 401(K) PROFIT SHARING PLAN
$2.5M · 13 participants
JAY E. BALASZ, D.D.S.
JAY BALASZ, D.D.S., EMPLOYEE PROFIT SHARING PLAN AND TRUST
$2.5M · 9 participants
JOHN W. LEPORE, DDS, PLLC
JOHN W. LEPORE, DDS, PLLC 401(K) PROFIT SHARING PLAN
$2.5M · 5 participants
SUGARLOAF CHILDRENS DENTISTRY
SUGARLOAF CHILDRENS DENTISTRY 401(K) PROFIT SHARING PLAN AND T
$2.5M · 19 participants
MATHIAS & MAGARO DENTAL ASSOCIATES, PC
100
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.
MATHIAS & MAGARO DENTAL ASSOCIATES RETIREMENT PLAN
$2.5M · 15 participants
AVON FAMILY DENTISTRY, INC.
AVON FAMILY DENTISTRY, INC. 401(K) PLAN
$2.5M · 11 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants
