Original filing (PDF)20251009151116NAL0015892802001

STEPHEN K. BRANDT, D.D.S., P.A.

Name: STEPHEN K. BRANDT, D.D.S., P.A. — STEPHEN K. BRANDT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEPHEN K. BRANDT, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

STEPHEN K. BRANDT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 STEPHEN K. BRANDT, D.D.S., P.A..

Plan sponsor

Name

STEPHEN K. BRANDT, D.D.S., P.A.

EIN

74-2977648

Address

1201 SOUTH W.S. YOUNG DRIVE · SUITE D · KILLEEN, TX · 765434887

Phone

(254) 690-3380

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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

DAVID A. WOLLENSCHLAEGER DMD

DAVID A. WOLLENSCHLAEGER DMD PROFIT SHARING PLAN

$1.7M · 3 participants

ESTHETIC DENTAL GROUP OF WESTPORT, P.C.

ESTHETIC DENTAL GROUP OF WESTPORT RETIREMENT PLAN & TRUST

$1.7M · 5 participants

RONALD A WILLIAMS DMD PLLC

RONALD A WILLIAMS DMD PLLC PROFIT SHARING PLAN & TRUST

$1.7M · 18 participants

JON DOUGLAS LESAN, DDS, RPH, PA

JON DOUGLAS LESAN, DDS, RPH, PA 401(K) PROFIT SHARING PLAN

$1.7M · 8 participants

MIRACLE DENTAL ASSOCIATES