How big is Dr. Stewart Middleton, LLC's plan?

Dr. Stewart Middleton, LLC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250728153135NAL0005203106001

Dr. Stewart Middleton, LLC

Name: Dr. Stewart Middleton, LLC — Dr. Stewart Middleton, Form 5500 (2024)
Creator: Dr. Stewart Middleton, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Stewart Middleton, LLC Profit Sharing Plan

401(k) retirement plan · Dr. Stewart Middleton, LLC's Dr. Stewart Middleton, LLC Profit Sharing Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Stewart Middleton signed Dr. Stewart Middleton, LLC's 2024 Form 5500 as plan administrator.

Stewart Middleton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Stewart Middleton, LLC's EIN is 55-0887295.

EIN 55-0887295

Plan number 001

Plan year 2024

ACK ID 20250728153135NAL0005203106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Stewart Middleton, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Stewart Middleton, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. STEWART MIDDLETON, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score