How big is Stephen P. Shepard, D.D.S.'s plan?

Stephen P. Shepard, D.D.S.'s plan reported $1.7M in assets and 10 participants for 2025.

Original filing (PDF)20260319154831NAL0005262755001

Stephen P. Shepard, D.D.S.

Name: Stephen P. Shepard, D.D.S. — Stephen P. Shepard, Form 5500 (2025)
Creator: Stephen P. Shepard, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen P. Shepard, D.D.S. 401(k) Retirement Plan

401(k) retirement plan · Stephen P. Shepard, D.D.S.'s Stephen P. Shepard, D.D.S. 401(k) Retirement Plan held $1.7M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Stephen P. Shepard, D.D.S.'s EIN is 74-2348093.

EIN 74-2348093

Plan number 001

Plan year 2025

ACK ID 20260319154831NAL0005262755001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen P. Shepard, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen P. Shepard, D.D.S.'s plan includes profit-sharing, a 401(k) feature.

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