Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. (EIN 20-0087573) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $9.9M in plan assets and 63 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. 401(k) Profit Sharing Plan & Trust | 001 | 36 | $8.7M |
| Eric Phelps DDS MD Eric Cohen DDS MD Inc. Cash Balance Plan | 002 | 27 | $1.2M |
20-0087573 is the Employer Identification Number (EIN) Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
