Back to filter
Original filing (PDF)20250717154848NAL0000300931001
STEPHEN M. ZEBARTH, DDS, PC
Form 5500-SF
FILING_RECEIVED
STEPHEN M. ZEBARTH DDS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN M. ZEBARTH, DDS, PC.
Plan sponsor
Name
STEPHEN M. ZEBARTH, DDS, PC
EIN
54-1924526
Address
110 WEST CORK STREET · WINCHESTER, VA · 22601
Phone
(540) 722-4182
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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size Offices of Dentists plans
BENJAMIN S. STEIN, DDS, SOLE PROPRIETOR
BENJAMIN S. STEIN, DDS, SOLE PROPRIETOR 401(K) PROFIT SHARING PLAN
$2.9M · 8 participants
TONY SAITO, D.M.D., P.C.
TONY SAITO, D.M.D., P.C. 401(K) PROFIT SHARING PLAN
$2.9M · 7 participants
BAILEY ORTHODONTICS, PC
BAILEY ORTHODONTICS, PC RETIREMENT PLAN
$2.9M · 9 participants
JEROLD H. LIPSON, DDS, MS, INC.
JEROLD H. LIPSON, DDS, MS, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 5 participants
MARY T. MANCUSO, DMD PA
PME 401(K) P/S PLAN
$2.9M · 6 participants
SPENCER G. WILSON, DDS, PC
SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN
$2.9M · 7 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B