How big is Phyllis G. Merlino, D.D.S.'s plan?

Phyllis G. Merlino, D.D.S.'s plan reported $765K in assets and 5 participants for 2024.

Original filing (PDF)20250930185444NAL0030071554001

Phyllis G. Merlino, D.D.S.

Name: Phyllis G. Merlino, D.D.S. — Phyllis G. Merlino, Form 5500 (2024)
Creator: Phyllis G. Merlino, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phyllis G. Merlino, D.D.S. 401(k) Profit Sharing Plan

401(k) retirement plan · Phyllis G. Merlino, D.D.S.'s Phyllis G. Merlino, D.D.S. 401(k) Profit Sharing Plan held $765K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

Plan identifiers

Phyllis G. Merlino, D.D.S.'s EIN is 13-4101014.

EIN 13-4101014

Plan number 001

Plan year 2024

ACK ID 20250930185444NAL0030071554001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phyllis G. Merlino, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phyllis G. Merlino, D.D.S.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHYLLIS G. MERLINO, D.D.S..

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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

Knocking points off