How big is P. Jeffrey Phillippi, D.D.S., P.A.'s plan?

P. Jeffrey Phillippi, D.D.S., P.A.'s plan reported $1.5M in assets and 12 participants for 2024.

Original filing (PDF)20251013090451NAL0000902225001

P. Jeffrey Phillippi, D.D.S., P.A.

Name: P. Jeffrey Phillippi, D.D.S., P.A. — Phillippi and, Form 5500 (2024)
Creator: P. Jeffrey Phillippi, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillippi and KWON Dentistry Partnership Defined Benefit Cash Balance Plan & Trust

Defined-benefit pension plan · P. Jeffrey Phillippi, D.D.S., P.A.'s Phillippi and KWON Dentistry Partnership Defined Benefit Cash Balance Plan & Trust held $1.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

P. Jeffrey Phillippi, D.D.S., P.A.'s EIN is 56-1951154.

EIN 56-1951154

Plan number 002

Plan year 2024

ACK ID 20251013090451NAL0000902225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for P. Jeffrey Phillippi, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

P. Jeffrey Phillippi, D.D.S., P.A.'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 P. JEFFREY PHILLIPPI, D.D.S., P.A..

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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