What public Form 5500 filings show about the Julie A. Phillips, DDS, MS, PA DBA Dr. Julie Phillps Prosthodontics 401(k) plan — and how to find and check your own account.
Julie A. Phillips, DDS, MS, PA DBA Dr. Julie Phillps Prosthodontics (EIN 56-2201784) reports JULIE A. PHILLIPS, DDS, MS, PA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $924K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Julie A. Phillips, DDS, MS, PA DBA Dr. Julie Phillps Prosthodontics filing — schedules, fees, and providers.
Julie A. Phillips, DDS, MS, PA DBA Dr. Julie Phillps Prosthodontics’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Julie A. Phillips, DDS, MS, PA DBA Dr. Julie Phillps ProsthodonticsHR for the recordkeeper’s name and login.
