How big is Jason PHAN DDS Inc.'s plan?

Jason PHAN DDS Inc.'s plan reported $97K in assets and 6 participants for 2024.

Original filing (PDF)20250804074243NAL0000815265001

Jason PHAN DDS Inc.

Name: Jason PHAN DDS Inc. — PHAN 401(k) Plan, Form 5500 (2024)
Creator: Jason PHAN DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHAN 401(k) Plan

401(k) retirement plan · Jason PHAN DDS Inc.'s PHAN 401(k) Plan held $97K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Jason PHAN DDS Inc.'s EIN is 47-5095744.

EIN 47-5095744

Plan number 001

Plan year 2024

ACK ID 20250804074243NAL0000815265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason PHAN DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason PHAN DDS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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