How big is John R. Phelps, DDS, PC's plan?

John R. Phelps, DDS, PC's plan reported $868K in assets and 3 participants for 2024.

Original filing (PDF)20250408073500NAL0010993651001

John R. Phelps, DDS, PC

Name: John R. Phelps, DDS, PC — John R. Phelps, DDS, PC, Form 5500 (2024)
Creator: John R. Phelps, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John R. Phelps, DDS, PC Cash Balance Pension Plan

Defined-benefit pension plan · John R. Phelps, DDS, PC's John R. Phelps, DDS, PC Cash Balance Pension Plan held $868K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

Plan identifiers

John R. Phelps, DDS, PC's EIN is 35-2066329.

EIN 35-2066329

Plan number 002

Plan year 2024

ACK ID 20250408073500NAL0010993651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John R. Phelps, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John R. Phelps, DDS, PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN R. PHELPS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score