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Original filing (PDF)20251003122842NAL0002260752001
ERIC PHELPS DDS MD ERIC COHEN DDS MD INC
Form 5500-SF
FILING_RECEIVED
ERIC PHELPS DDS MD ERIC COHEN DDS MD INC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
27
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIC PHELPS DDS MD ERIC COHEN DDS MD INC.
Plan sponsor
Name
ERIC PHELPS DDS MD ERIC COHEN DDS MD INC
EIN
20-0087573
Address
2075 FOREST AVE, SUITE 2 · SAN JOSE, CA · 95128
Phone
(408) 298-3433
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.