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Original filing (PDF)20250124142129NAL0015259810001
STEPHEN E. SEARCY, DDS, APC
Form 5500-SF
FILING_RECEIVED
STEPHEN E. SEARCY, DDS, APC RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN E. SEARCY, DDS, APC.
Plan sponsor
Name
STEPHEN E. SEARCY, DDS, APC
EIN
72-0888261
Address
3839 W. CONGRESS ST., SUITE B · LAFAYETTE, LA · 705066000
Phone
(337) 984-0178
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
STEPHEN E. SEARCY, DDS, APC
EIN
72-0888261
City
LAFAYETTE, LA
Phone
(337) 984-0178
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-01-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
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