How big is Sheila Phelan DDS, MS, Inc.'s plan?

Sheila Phelan DDS, MS, Inc.'s plan reported $778K in assets and 8 participants for 2025.

Original filing (PDF)20260316130558NAL0001077187001

Sheila Phelan DDS, MS, Inc.

Name: Sheila Phelan DDS, MS, Inc. — Sheila Phelan DDS, MS, Form 5500 (2025)
Creator: Sheila Phelan DDS, MS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheila Phelan DDS, MS, Inc. 401(k) Plan

401(k) retirement plan · Sheila Phelan DDS, MS, Inc.'s Sheila Phelan DDS, MS, Inc. 401(k) Plan held $778K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

Plan identifiers

Sheila Phelan DDS, MS, Inc.'s EIN is 84-4530347.

EIN 84-4530347

Plan number 001

Plan year 2025

ACK ID 20260316130558NAL0001077187001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheila Phelan DDS, MS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheila Phelan DDS, MS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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