Original filing (PDF)20240715115009NAL0001208033001

STEPHEN G. NORTON, DMD

Name: STEPHEN G. NORTON, DMD — STEPHEN G. NORTON, DMD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: STEPHEN G. NORTON, DMD

Form 5500-SF

FILING_RECEIVED

STEPHEN G. NORTON, DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN G. NORTON, DMD.

Plan sponsor

Name

STEPHEN G. NORTON, DMD

EIN

59-2054457all filings

Address

900 NW 17TH AVENUE · SUITE 203 · DELRAY BEACH, FL · 33445

Phone

(561) 278-0362

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