How big is Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.'s plan?

Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.'s plan reported $8.7M in assets and 36 participants for 2024.

Original filing (PDF)20251003122549NAL0001378977001

Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.

Name: Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. — Form 5500 Plan 001 (2024)
Creator: Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.'s Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. 401(k) Profit Sharing Plan & Trust held $8.7M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan identifiers

Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.'s EIN is 20-0087573.

EIN 20-0087573

Plan number 001

Plan year 2024

ACK ID 20251003122549NAL0001378977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Phelps DDS MS and Jason Cohen DDS MS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Phelps DDS MS and Jason Cohen DDS MS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Helping the score