How big is Phillip Halper DDS PC's plan?

Phillip Halper DDS PC's plan reported $501K in assets and 5 participants for 2024.

Original filing (PDF)20250614095102NAL0014128195001

Phillip Halper DDS PC

Name: Phillip Halper DDS PC — Phillip Halper DDS PC 401(k), Form 5500 (2024)
Creator: Phillip Halper DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip Halper DDS PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillip Halper DDS PC's Phillip Halper DDS PC 401(k) Profit Sharing Plan & Trust held $501K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$501K

Net assets (EOY)

$501K

People on this filing

Phillip Halper signed Phillip Halper DDS PC's 2024 Form 5500 as plan administrator.

Phillip Halper — 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

Phillip Halper DDS PC's EIN is 23-2900712.

EIN 23-2900712

Plan number 001

Plan year 2024

ACK ID 20250614095102NAL0014128195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillip Halper DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillip Halper DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP HALPER DDS PC.

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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

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 (93rd percentile).

Plan sponsor

Name

PHILLIP HALPER DDS PC

EIN

all filings

Address

170 S MAIN ST STE C · YARDLEY, PA · 190671622

Phone

(215) 493-6531

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator