Original filing (PDF)20250415084633NAL0006064914001

J LEE STOCKSLAGER DDS PC

Name: J LEE STOCKSLAGER DDS PC — J LEE STOCKSLAGER DDS PC 401(K) PLAN, Form 5500 (2023)
Creator: J LEE STOCKSLAGER DDS PC

Form 5500-SF

FILING_RECEIVED

J LEE STOCKSLAGER DDS PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J LEE STOCKSLAGER DDS PC.

Plan sponsor

Name

J LEE STOCKSLAGER DDS PC

EIN

58-1679730

Address

3725 LAW-SUWANEE RD · SUITE B-2 · SUWANEE, GA · 30024

Phone

(678) 546-3323

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2J · 401(k) feature

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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