How big is Stephen G. Norton, DMD's plan?

Stephen G. Norton, DMD's plan reported $935K in assets and 6 participants for 2023.

Original filing (PDF)20240715115009NAL0001208033001

Stephen G. Norton, DMD

Name: Stephen G. Norton, DMD — Stephen G. Norton, DMD, Form 5500 (2023)
Creator: Stephen G. Norton, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen G. Norton, DMD Profit Sharing Plan

Defined-contribution retirement plan · Stephen G. Norton, DMD's Stephen G. Norton, DMD Profit Sharing Plan held $935K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

Plan identifiers

Stephen G. Norton, DMD's EIN is 59-2054457.

EIN 59-2054457

Plan number 001

Plan year 2023

ACK ID 20240715115009NAL0001208033001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stephen G. Norton, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stephen G. Norton, DMD's plan includes profit-sharing, ERISA 404(c) participant direction, 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 G. NORTON, DMD.

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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

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).

Plan sponsor

Name

STEPHEN G. NORTON, DMD

EIN

all filings

Address

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

Phone

(561) 278-0362

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator