How big is David R. Stephens, M.D., Inc., P.C.'s plan?

David R. Stephens, M.D., Inc., P.C.'s plan reported $2.7M in assets and 11 participants for 2024.

Original filing (PDF)20250820140147NAL0006215810001

David R. Stephens, M.D., Inc., P.C.

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

Form 5500-SF

FILING_RECEIVED

David R. Stephens, M.D., Inc., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · David R. Stephens, M.D., Inc., P.C.'s David R. Stephens, M.D., Inc., P.C. 401(k) Profit Sharing Plan held $2.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

David R. Stephens, M.D., Inc., P.C.'s EIN is 91-1696036.

EIN 91-1696036

Plan number 001

Plan year 2024

ACK ID 20250820140147NAL0006215810001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David R. Stephens, M.D., Inc., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID R. STEPHENS, M.D., INC., 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score