How big is Stephen S. Valis DDS, LLC's plan?

Stephen S. Valis DDS, LLC's plan reported $744K in assets and 7 participants for 2024.

Original filing (PDF)20250416113418NAL0008329696001

Stephen S. Valis DDS, LLC

Name: Stephen S. Valis DDS, LLC — Stephen S. Valis DDS, Form 5500 (2024)
Creator: Stephen S. Valis DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen S. Valis DDS, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Stephen S. Valis DDS, LLC's Stephen S. Valis DDS, LLC 401(k) Profit Sharing Plan and Trust held $744K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$744K

Net assets (EOY)

$744K

People on this filing

Stephen Valis signed Stephen S. Valis DDS, LLC's 2024 Form 5500 as plan administrator.

Stephen Valis — 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

Stephen S. Valis DDS, LLC's EIN is 56-2578891.

EIN 56-2578891

Plan number 001

Plan year 2024

ACK ID 20250416113418NAL0008329696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen S. Valis DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen S. Valis DDS, 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 STEPHEN S. VALIS DDS, 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