How big is James M Stuart DDS PA's plan?

James M Stuart DDS PA's plan reported $748K in assets and 4 participants for 2024.

Original filing (PDF)20251002111318NAL0000302915001

James M Stuart DDS PA

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

Form 5500-SF

FILING_RECEIVED

James M Stuart DDS PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James M Stuart DDS PA's James M Stuart DDS PA 401(k) Profit Sharing Plan & Trust held $748K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

Plan identifiers

James M Stuart DDS PA's EIN is 56-2075995.

EIN 56-2075995

Plan number 001

Plan year 2024

ACK ID 20251002111318NAL0000302915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James M Stuart DDS PA'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 JAMES M STUART DDS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score