How big is M.W. Stacey PA's plan?

M.W. Stacey PA's plan reported $524K in assets and 13 participants for 2024.

Original filing (PDF)20251014153008NAL0003166961002

M.W. Stacey PA

Name: M.W. Stacey PA — M.W. Stacey PA 401(k) PSP, Form 5500 (2024)
Creator: M.W. Stacey PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M.W. Stacey PA 401(k) PSP

401(k) retirement plan · M.W. Stacey PA's M.W. Stacey PA 401(k) PSP held $524K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$524K

Net assets (EOY)

$524K

People on this filing

Matthew Stacey signed M.W. Stacey PA's 2024 Form 5500 as plan administrator.

Matthew Stacey — 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

M.W. Stacey PA's EIN is 56-1013356.

EIN 56-1013356

Plan number 001

Plan year 2024

ACK ID 20251014153008NAL0003166961002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M.W. Stacey PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M.W. Stacey PA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M.W. STACEY PA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

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

Plan sponsor

Name

M.W. STACEY PA

EIN

all filings

Address

1200 CENTRE PARK DRIVE SUITE 100 · ASHEVILLE, NC · 28805

Phone

(828) 252-3591

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2H · Partial participant-directed accounts

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

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