Original filing (PDF)20251011211118NAL0004893155001

PHILLIPPI & KWON DENTISTRY, LLP

Name: PHILLIPPI & KWON DENTISTRY, LLP — PHILLIPPI & KWON DENTISTRY, LLP RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: PHILLIPPI & KWON DENTISTRY, LLP

Form 5500-SF

FILING_RECEIVED

PHILLIPPI & KWON DENTISTRY, LLP RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 PHILLIPPI & KWON DENTISTRY, LLP.

Plan sponsor

Name

PHILLIPPI & KWON DENTISTRY, LLP

EIN

56-2349014

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

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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