Original filing (PDF)20251013121427NAL0000589411001

DR. ROBERT H. STEPHENSON, DDS, PC

Name: DR. ROBERT H. STEPHENSON, DDS, PC — ROBERT H. STEPHENSON, D.D.S., P.C. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: DR. ROBERT H. STEPHENSON, DDS, PC

Form 5500-SF

FILING_RECEIVED

ROBERT H. STEPHENSON, D.D.S., P.C. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. ROBERT H. STEPHENSON, DDS, PC.

Plan sponsor

Name

DR. ROBERT H. STEPHENSON, DDS, PC

EIN

93-1083818

Address

700 COUNTRY CLUB RD · EUGENE, OR · 97401

Phone

(541) 343-8527

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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