How big is Stephen Merrell DMD PLLC's plan?

Stephen Merrell DMD PLLC's plan reported $699K in assets and 3 participants for 2025.

Original filing (PDF)20260512144615NAL0006803121001

Stephen Merrell DMD PLLC

Name: Stephen Merrell DMD PLLC — Stephen Merrell DMD, Form 5500 (2025)
Creator: Stephen Merrell DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Merrell DMD 401(k) Plan

401(k) retirement plan · Stephen Merrell DMD PLLC's Stephen Merrell DMD 401(k) Plan held $699K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$699K

Net assets (EOY)

$699K

Plan identifiers

Stephen Merrell DMD PLLC's EIN is 82-3040951.

EIN 82-3040951

Plan number 001

Plan year 2025

ACK ID 20260512144615NAL0006803121001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen Merrell DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen Merrell DMD PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN MERRELL DMD PLLC.

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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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

STEPHEN MERRELL DMD PLLC

EIN

all filings

Address

1414 E. FRANKLIN STREET · MONROE, NC · 28112

Phone

(954) 309-9952

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator