Original filing (PDF)20250429181204NAL0001333088001

MARWOOD STOUT, D.D.S., INC.

Name: MARWOOD STOUT, D.D.S., INC. — MARWOOD M. STOUT, D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARWOOD STOUT, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

MARWOOD M. STOUT, D.D.S., INC. EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARWOOD STOUT, D.D.S., INC..

Plan sponsor

Name

MARWOOD STOUT, D.D.S., INC.

EIN

71-0874709

Address

1701 SOLAR DR., STE. 291 · OXNARD, CA · 930300145

Phone

(805) 981-8144

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

APDG HOLDING COMPANY, LLC

APDG HOLDING COMPANY, LLC 401(K) PLAN

$4.7M · 32 participants

JEFFREY C. RAGLAND, D.M.D., PLLC

JEFFREY C. RAGLAND, D.M.D., PLLC 401(K) PROFIT SHARING PLAN

$4.7M · 12 participants

ADVANCED FAMILY DENTAL

ADVANCED FAMILY DENTAL 401(K) PROFIT SHARING PLAN

$4.7M · 16 participants

CHARLES D. WHITE, D.M.D., P.A.

CHARLES D. WHITE, D.M.D., P.A. PROFIT SHARING PLAN

$4.7M · 4 participants

ALPINE & RAFETTO ORTHODONTICS, P.A.