· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEPHANIE C CHEN, D.D.S., M.S., P.A. — STEPHANIE C. CHEN, D.D.S., M.S., P.A. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250723205414NAL0006008704001
STEPHANIE C CHEN, D.D.S., M.S., P.A.
Form 5500-SF
FILING_RECEIVED
STEPHANIE C. CHEN, D.D.S., M.S., P.A. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEPHANIE C CHEN, D.D.S., M.S., P.A.
.
Find decision makers
Plan sponsor
Name
STEPHANIE C CHEN, D.D.S., M.S., P.A.
EIN
56-2165370
Address
2813 COLTSGATE RD. SUITE 100 · CHARLOTTE, NC · 28211
Phone
(704) 365-0888
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MARK H. KNIGHT, D.D.S.
MARK H. KNIGHT, D.D.S. 401(K) PLAN
$4.3M · 21 participants
A. DOUGLAS SMILEY, DMD, PA
FRIENDLY SMILES DENTAL CARE PROFIT SHARING PLAN
$4.3M · 53 participants
CACCHILLO & DANIEL, INC.
CACCHILLO & DANIEL, INC. 401(K) PLAN
$4.3M · 17 participants
NESLEN FAMILY DENTISTRY
NELSEN FAMILY DENTISTRY PROFIT SHARING 401K PLAN
$4.3M · 16 participants
COOLEY & BENTZ DENTAL ASSOC., P.C.
COOLEY & BENTZ DENTAL ASSOC., P.C. 401(K) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.3M · 11 participants
SHEEPSHEAD BAY ORAL SURGERY PLLC
SHEEPSHEAD BAY ORAL SURGERY RETIREMENT PLAN
$4.3M · 27 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
