How big is Kevin Stewart DMD Inc.'s plan?

Kevin Stewart DMD Inc.'s plan reported $620K in assets and 5 participants for 2024.

Original filing (PDF)20250630083328NAL0028370674001

Kevin Stewart DMD Inc.

Name: Kevin Stewart DMD Inc. — Kevin Stewart DMD Inc., Form 5500 (2024)
Creator: Kevin Stewart DMD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Stewart DMD Inc. 401(k) Plan

401(k) retirement plan · Kevin Stewart DMD Inc.'s Kevin Stewart DMD Inc. 401(k) Plan held $620K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

People on this filing

Kevin Stewart signed Kevin Stewart DMD Inc.'s 2024 Form 5500 as plan administrator.

Kevin Stewart — 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 Stewart DMD Inc.'s EIN is 83-0780510.

EIN 83-0780510

Plan number 001

Plan year 2024

ACK ID 20250630083328NAL0028370674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin Stewart DMD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin Stewart DMD Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 STEWART DMD INC.

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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 (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

KEVIN STEWART DMD INC

EIN

all filings

Address

7855 FAY AVE · SUITE 210 · LA JOLLA, CA · 92037

Phone

(412) 720-4170

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator