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PHILIP WOLKSTEIN, DMD, INC. — PHILIP WOLKSTEIN, DMD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250924132726NAL0017184354001
PHILIP WOLKSTEIN, DMD, INC.
Form 5500-SF
FILING_RECEIVED
PHILIP WOLKSTEIN, DMD 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILIP WOLKSTEIN, DMD, INC.
.
Find decision makers
Plan sponsor
Name
PHILIP WOLKSTEIN, DMD, INC.
EIN
94-2430405
Address
841 BLOSSOM HILL ROAD, SUITE 210 · SAN JOSE, CA · 95123
Phone
(408) 578-6550
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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