How big is Steven R. Daniel, D.D.S.'s plan?

Steven R. Daniel, D.D.S.'s plan reported $9.1M in assets and 10 participants for 2024.

Original filing (PDF)20251014105403NAL0001248323001

Steven R. Daniel, D.D.S.

Name: Steven R. Daniel, D.D.S. — Steven R. Daniel, D.D.S., Form 5500 (2024)
Creator: Steven R. Daniel, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven R. Daniel, D.D.S. 401 K Profit Sharing Plan

401(k) retirement plan · Steven R. Daniel, D.D.S.'s Steven R. Daniel, D.D.S. 401 K Profit Sharing Plan held $9.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Steven Daniel signed Steven R. Daniel, D.D.S.'s 2024 Form 5500 as plan administrator.

Steven Daniel — 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

Steven R. Daniel, D.D.S.'s EIN is 62-1166684.

EIN 62-1166684

Plan number 002

Plan year 2024

ACK ID 20251014105403NAL0001248323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven R. Daniel, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven R. Daniel, D.D.S.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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 (96th percentile).

Plan sponsor

Name

STEVEN R. DANIEL, D.D.S.

EIN

all filings

Address

1255A NORTH HIGHLAND AVENUE · MURFREESBORO, TN · 37130

Phone

(615) 890-7186

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator