How big is Stacy Wilkerson DDS' plan?

Stacy Wilkerson DDS' plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250515092650NAL0019408913001

Stacy Wilkerson DDS

Name: Stacy Wilkerson DDS — Stacy Wilkerson DDS Profit, Form 5500 (2024)
Creator: Stacy Wilkerson DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stacy Wilkerson DDS Profit Sharing and 401(k) Plan

401(k) retirement plan · Stacy Wilkerson DDS' Stacy Wilkerson DDS Profit Sharing and 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Stacy Wilkerson signed Stacy Wilkerson DDS' 2024 Form 5500 as plan administrator.

Stacy Wilkerson — 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

Stacy Wilkerson DDS' EIN is 62-1693936.

EIN 62-1693936

Plan number 001

Plan year 2024

ACK ID 20250515092650NAL0019408913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stacy Wilkerson DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stacy Wilkerson DDS' plan includes profit-sharing, a 401(k) feature, 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 STACY WILKERSON DDS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

STACY WILKERSON DDS

EIN

all filings

Address

1480 FLORENCE ROAD · SAVANNAH, TN · 38372

Phone

(731) 925-5346

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator