Original filing (PDF)20251013090451NAL0000902225001

P. JEFFREY PHILLIPPI, D.D.S., P.A.

Name: P. JEFFREY PHILLIPPI, D.D.S., P.A. — PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: P. JEFFREY PHILLIPPI, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for P. JEFFREY PHILLIPPI, D.D.S., P.A..

Plan sponsor

Name

P. JEFFREY PHILLIPPI, D.D.S., P.A.

EIN

56-1951154

Address

2770 E. W.T. HARRIS BLVD., · SUITE 102 · CHARLOTTE, NC · 28213

Phone

(704) 509-4513

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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