How big is Philip Sherman, DMD, PLLC's plan?

Philip Sherman, DMD, PLLC's plan reported $305K in assets and 8 participants for 2025.

Original filing (PDF)20260331080358NAL0006066099001

Philip Sherman, DMD, PLLC

Name: Philip Sherman, DMD, PLLC — Philip Sherman, DMD, Form 5500 (2025)
Creator: Philip Sherman, DMD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philip Sherman, DMD, PLLC 401(k) Plan

401(k) retirement plan · Philip Sherman, DMD, PLLC's Philip Sherman, DMD, PLLC 401(k) Plan held $305K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

Plan identifiers

Philip Sherman, DMD, PLLC's EIN is 47-5517438.

EIN 47-5517438

Plan number 001

Plan year 2025

ACK ID 20260331080358NAL0006066099001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Philip Sherman, DMD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Philip Sherman, DMD, PLLC'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 PHILIP SHERMAN, DMD, PLLC.

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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