How big is James M. Stevenson, DDS, LLC's plan?

James M. Stevenson, DDS, LLC's plan reported $2.7M in assets and 13 participants for 2024.

Original filing (PDF)20250630125922NAL0011820929001

James M. Stevenson, DDS, LLC

Name: James M. Stevenson, DDS, LLC — James M. Stevenson, Form 5500 (2024)
Creator: James M. Stevenson, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James M. Stevenson, DDS, LLC Profit Sharing Plan

401(k) retirement plan · James M. Stevenson, DDS, LLC's James M. Stevenson, DDS, LLC Profit Sharing Plan held $2.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

James M. Stevenson, DDS, LLC's EIN is 84-3574748.

EIN 84-3574748

Plan number 003

Plan year 2024

ACK ID 20250630125922NAL0011820929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James M. Stevenson, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James M. Stevenson, DDS, LLC'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 JAMES M. STEVENSON, DDS, LLC.

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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