How big is Nancy PHAN DDS MS Dental Corp.'s plan?

Nancy PHAN DDS MS Dental Corp.'s plan reported $461K in assets and 6 participants for 2024.

Original filing (PDF)20250617190056NAL0004859570001

Nancy PHAN DDS MS Dental Corp.

Name: Nancy PHAN DDS MS Dental Corp. — Nancy PHAN DDS MS, Form 5500 (2024)
Creator: Nancy PHAN DDS MS Dental Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy PHAN DDS MS Dental Corp. Profit Sharing Plan

401(k) retirement plan · Nancy PHAN DDS MS Dental Corp.'s Nancy PHAN DDS MS Dental Corp. Profit Sharing Plan held $461K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Nancy PHAN signed Nancy PHAN DDS MS Dental Corp.'s 2024 Form 5500 as plan administrator.

Nancy PHAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Nancy PHAN DDS MS Dental Corp.'s EIN is 20-8137147.

EIN 20-8137147

Plan number 001

Plan year 2024

ACK ID 20250617190056NAL0004859570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy PHAN DDS MS Dental Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy PHAN DDS MS Dental Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY PHAN DDS MS DENTAL CORP.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

NANCY PHAN DDS MS DENTAL CORP

EIN

all filings

Address

88 TULLY RD STE 113 · SAN JOSE, CA · 951111923

Phone

(408) 971-2885

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator