Original filing (PDF)20251008133305NAL0005622641001

LOUISE STEPHENS, D.D.S.

Name: LOUISE STEPHENS, D.D.S. — LOUISE STEPHENS, D.D.S. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: LOUISE STEPHENS, D.D.S.

Form 5500-SF

FILING_RECEIVED

LOUISE STEPHENS, D.D.S. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUISE STEPHENS, D.D.S..

Plan sponsor

Name

LOUISE STEPHENS, D.D.S.

EIN

94-3364244

Address

545 DARIEN WAY · SAN FRANCISCO, CA · 94127

Phone

(415) 334-9500

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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