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STEPHANIE G HACKNEY, DDS PA — STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240215123307NAL0017996416001
STEPHANIE G HACKNEY, DDS PA
Form 5500-SF
FILING_RECEIVED
STEPHANIE G HACKNEY, DDS PA 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$923K
Net assets (EOY)
$923K
Plan health score (directional)
85
/ 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
88
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
STEPHANIE G HACKNEY, DDS PA
.
Find decision makers
Plan sponsor
Name
STEPHANIE G HACKNEY, DDS PA
EIN
56-2008728
Address
516 OLD MACCUMBER STATION ROAD · WILMINGTON, NC · 28405
Phone
(910) 231-4225
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-02-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 3.0 months past the 10.5-month grace window.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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