How big is Kevin A. Stephens, M.D., P.A.'s plan?

Kevin A. Stephens, M.D., P.A.'s plan reported $630K in assets and 2 participants for 2025.

Original filing (PDF)20260424111025NAL0003148067001

Kevin A. Stephens, M.D., P.A.

Name: Kevin A. Stephens, M.D., P.A. — Dr. Kevin Stephens, Form 5500 (2025)
Creator: Kevin A. Stephens, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Kevin Stephens 401(k) Plan

401(k) retirement plan · Kevin A. Stephens, M.D., P.A.'s Dr. Kevin Stephens 401(k) Plan held $630K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

People on this filing

Kevin Stephens signed Kevin A. Stephens, M.D., P.A.'s 2025 Form 5500 as plan administrator.

Kevin Stephens — 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

Kevin A. Stephens, M.D., P.A.'s EIN is 74-3020834.

EIN 74-3020834

Plan number 001

Plan year 2025

ACK ID 20260424111025NAL0003148067001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Kevin A. Stephens, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN A. STEPHENS, M.D., P.A..

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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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KEVIN A. STEPHENS, M.D., P.A.

EIN

all filings

Address

4100 DUVAL ROAD · BLDG. 2, SUITE 202 · AUSTIN, TX · 78759

Phone

(512) 632-6047

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator