· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID R. STEPHENS, M.D., INC., P.C. — DAVID R. STEPHENS, M.D., INC., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250820140147NAL0006215810001
DAVID R. STEPHENS, M.D., INC., P.C.
Form 5500-SF
FILING_RECEIVED
DAVID R. STEPHENS, M.D., INC., P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID R. STEPHENS, M.D., INC., P.C.
.
Find decision makers
Plan sponsor
Name
DAVID R. STEPHENS, M.D., INC., P.C.
DBA
STEPHENS PLASTIC SURGERY
EIN
91-1696036
Address
10687 NE 2ND ST. · BELLEVUE, WA · 98004
Phone
(425) 455-0444
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
BRONX HEART MEDICAL PC
BRONX HEART MEDICAL PC DEFINED BENEFIT RETIREMENT PLAN
$2.7M · 10 participants
NATURAL IMAGE SKIN CENTER LLC
NATURAL IMAGE SKIN CENTER LLC 401(K) PROFIT SHARING PLAN
$2.7M · 21 participants
REGIONAL ALLERGY ASTHMA & IMMUNOLOGY CTR, PC
REGIONAL ALLERGY ASTHMA & IMMUNOLOGY CENTER, P.C. 401(K) PROFIT SHARING PLAN
$2.7M · 10 participants
DANIEL C. EBY, DO, PC
DANIEL C. EBY, DO, PC CASH BALANCE PENSION PLAN & TRUST
$2.7M · 17 participants
H. WINSLOW ROGERS, DDS, MS, PA
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LET'S RETIRE EARLY RETIREMENT PLAN
$2.7M · 5 participants
TWIN TIER WOMEN'S HEALTH TEAM
TWIN TIER WOMEN'S HEALTH TEAM 401(K) PLAN
$2.7M · 4 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
