Original filing (PDF)20240922090424NAL0010142241001

STEPHENS & BURRELL FAMILY

Name: STEPHENS & BURRELL FAMILY — STEPHEN & BURRELL FAMILY DENTISTRY 401K PLAN, Form 5500 (2023)
Creator: STEPHENS & BURRELL FAMILY

Form 5500-SF

FILING_RECEIVED

STEPHEN & BURRELL FAMILY DENTISTRY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHENS & BURRELL FAMILY.

Plan sponsor

Name

STEPHENS & BURRELL FAMILY

EIN

58-2490693all filings

Address

5295 STONE MOUNTAIN HIGHWAY · SUITE K · STONE MOUNTAIN, GA · 30087

Phone

(770) 465-3400

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-22

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MICHAEL S. PUGH, DMD, PC

MICHAEL S. PUGH, DMD, PC 401K PLAN

$866K · 4 participants

RYE PEDIATRIC DENTISTRY, P.C.

RYE PEDIATRIC DENTISTRY, P.C. CASH BALANCE PLAN

$866K · 7 participants

SHANNON G. PARSONS, DMD, PA

SHANNON G. PARSONS, DMD, PA 401(K) PLAN

$866K · 1 participants

PAUL H. YOO DDS LLC DBA KAUAI DENTAL STUDIO

KAUAI DENTAL STUDIO 401(K) PLAN

$866K · 12 participants

I. GERODIAS, M. PEREA-CORKISH, AND E. WANG, DDS, INC.

DISCOVERY PEDIATRIC DENTISTRY PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.