How big is Kimberly C. Stone, M.D., P.C.'s plan?

Kimberly C. Stone, M.D., P.C.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20260126131710NAL0000684483001

Kimberly C. Stone, M.D., P.C.

Name: Kimberly C. Stone, M.D., P.C. — Kimberly C. Stone, Form 5500 (2024)
Creator: Kimberly C. Stone, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly C. Stone, M.D., P.C. 401(k) Retirement Plan & Trust

401(k) retirement plan · Kimberly C. Stone, M.D., P.C.'s Kimberly C. Stone, M.D., P.C. 401(k) Retirement Plan & Trust held $1.2M in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 2.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Kimberly C. Stone, M.D., P.C.'s EIN is 84-1555902.

EIN 84-1555902

Plan number 001

Plan year 2024

ACK ID 20260126131710NAL0000684483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberly C. Stone, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberly C. Stone, M.D., P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

KIMBERLY C. STONE, M.D., P.C.

EIN

all filings

Address

3701 S. CLARKSON ST., STE. 320 · ENGLEWOOD, CO · 80113

Phone

(303) 740-4883

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator