Civic Intelligence

Eric Phelps Dds MD Eric Cohen Dds MD Inc

Plan context: Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust

EIN 20-0087573 • San Jose, CA • 25 filings • 6 plans

2075 Forest Avenue, Suite 2San Jose, CA 95128
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$9,891,529

2024 Contributions

$671,117

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,891,529$4,945,765$0200520152024YearValue
$9,891,529Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

42210200520152024YearValue
42Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024242$9,891,529$671,117$15,979iApproximate average salary by contribution assumption: employee only about $399,474 at 4% or $266,316 at 6%; with 50% employer match about $266,316 at 4% or $177,544 at 6%; with 100% employer match about $199,737 at 4% or $133,158 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-42$8,704,787$565,186$13,457iApproximate average salary by contribution assumption: employee only about $336,420 at 4% or $224,280 at 6%; with 50% employer match about $224,280 at 4% or $149,520 at 6%; with 100% employer match about $168,210 at 4% or $112,140 at 6%.
Eric Phelps Dds MD Eric Cohen Dds MD Inc Cash Balance Plan-28$1,186,742$105,931$3,783iApproximate average salary by contribution assumption: employee only about $94,581 at 4% or $63,054 at 6%; with 50% employer match about $63,054 at 4% or $42,036 at 6%; with 100% employer match about $47,291 at 4% or $31,527 at 6%.
2023242$8,312,490$557,975$13,285iApproximate average salary by contribution assumption: employee only about $332,128 at 4% or $221,419 at 6%; with 50% employer match about $221,419 at 4% or $147,612 at 6%; with 100% employer match about $166,064 at 4% or $110,709 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-42$7,328,478$481,666$11,468iApproximate average salary by contribution assumption: employee only about $286,706 at 4% or $191,137 at 6%; with 50% employer match about $191,137 at 4% or $127,425 at 6%; with 100% employer match about $143,353 at 4% or $95,569 at 6%.
Eric Phelps Dds MD Eric Cohen Dds MD Inc Cash Balance Plan-28$984,012$76,309$2,725iApproximate average salary by contribution assumption: employee only about $68,133 at 4% or $45,422 at 6%; with 50% employer match about $45,422 at 4% or $30,281 at 6%; with 100% employer match about $34,067 at 4% or $22,711 at 6%.
2022237$6,276,314$719,992$19,459iApproximate average salary by contribution assumption: employee only about $486,481 at 4% or $324,321 at 6%; with 50% employer match about $324,321 at 4% or $216,214 at 6%; with 100% employer match about $243,241 at 4% or $162,160 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-37$5,474,034$424,100$11,462iApproximate average salary by contribution assumption: employee only about $286,554 at 4% or $191,036 at 6%; with 50% employer match about $191,036 at 4% or $127,357 at 6%; with 100% employer match about $143,277 at 4% or $95,518 at 6%.
Eric Phelps Dds MD Eric Cohen Dds MD Inc Cash Balance Plan-25$802,280$295,892$11,836iApproximate average salary by contribution assumption: employee only about $295,892 at 4% or $197,261 at 6%; with 50% employer match about $197,261 at 4% or $131,508 at 6%; with 100% employer match about $147,946 at 4% or $98,631 at 6%.
2021235$6,909,665$701,903$20,054iApproximate average salary by contribution assumption: employee only about $501,359 at 4% or $334,240 at 6%; with 50% employer match about $334,240 at 4% or $222,826 at 6%; with 100% employer match about $250,680 at 4% or $167,120 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-35$6,345,081$351,903$10,054iApproximate average salary by contribution assumption: employee only about $251,359 at 4% or $167,573 at 6%; with 50% employer match about $167,573 at 4% or $111,715 at 6%; with 100% employer match about $125,680 at 4% or $83,786 at 6%.
Eric Phelps Dds MD Eric Cohen Dds MD Inc Cash Balance Plan-22$564,584$350,000$15,909iApproximate average salary by contribution assumption: employee only about $397,727 at 4% or $265,152 at 6%; with 50% employer match about $265,152 at 4% or $176,768 at 6%; with 100% employer match about $198,864 at 4% or $132,576 at 6%.
2020231$5,159,600$524,585$16,922iApproximate average salary by contribution assumption: employee only about $423,052 at 4% or $282,035 at 6%; with 50% employer match about $282,035 at 4% or $188,023 at 6%; with 100% employer match about $211,526 at 4% or $141,017 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-31$4,948,038$313,023$10,098iApproximate average salary by contribution assumption: employee only about $252,438 at 4% or $168,292 at 6%; with 50% employer match about $168,292 at 4% or $112,195 at 6%; with 100% employer match about $126,219 at 4% or $84,146 at 6%.
Eric Phelps Dds MD Eric Cohen Dds MD Inc Cash Balance Plan-20$211,562$211,562$10,578iApproximate average salary by contribution assumption: employee only about $264,453 at 4% or $176,302 at 6%; with 50% employer match about $176,302 at 4% or $117,534 at 6%; with 100% employer match about $132,226 at 4% or $88,151 at 6%.
2019130$4,024,565$367,008$12,234iApproximate average salary by contribution assumption: employee only about $305,840 at 4% or $203,893 at 6%; with 50% employer match about $203,893 at 4% or $135,929 at 6%; with 100% employer match about $152,920 at 4% or $101,947 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-30$4,024,565$367,008$12,234iApproximate average salary by contribution assumption: employee only about $305,840 at 4% or $203,893 at 6%; with 50% employer match about $203,893 at 4% or $135,929 at 6%; with 100% employer match about $152,920 at 4% or $101,947 at 6%.
2018124$2,914,525$327,232$13,635iApproximate average salary by contribution assumption: employee only about $340,867 at 4% or $227,244 at 6%; with 50% employer match about $227,244 at 4% or $151,496 at 6%; with 100% employer match about $170,433 at 4% or $113,622 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-24$2,914,525$327,232$13,635iApproximate average salary by contribution assumption: employee only about $340,867 at 4% or $227,244 at 6%; with 50% employer match about $227,244 at 4% or $151,496 at 6%; with 100% employer match about $170,433 at 4% or $113,622 at 6%.
2017123$2,925,531$253,392$11,017iApproximate average salary by contribution assumption: employee only about $275,426 at 4% or $183,617 at 6%; with 50% employer match about $183,617 at 4% or $122,412 at 6%; with 100% employer match about $137,713 at 4% or $91,809 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-23$2,925,531$253,392$11,017iApproximate average salary by contribution assumption: employee only about $275,426 at 4% or $183,617 at 6%; with 50% employer match about $183,617 at 4% or $122,412 at 6%; with 100% employer match about $137,713 at 4% or $91,809 at 6%.
2016119$2,281,496$260,353$13,703iApproximate average salary by contribution assumption: employee only about $342,570 at 4% or $228,380 at 6%; with 50% employer match about $228,380 at 4% or $152,253 at 6%; with 100% employer match about $171,285 at 4% or $114,190 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-19$2,281,496$260,353$13,703iApproximate average salary by contribution assumption: employee only about $342,570 at 4% or $228,380 at 6%; with 50% employer match about $228,380 at 4% or $152,253 at 6%; with 100% employer match about $171,285 at 4% or $114,190 at 6%.
2015119$1,878,815$271,637$14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,709 at 4% or $119,139 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-19$1,878,815$271,637$14,297iApproximate average salary by contribution assumption: employee only about $357,417 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,709 at 4% or $119,139 at 6%.
2014115$1,668,260$172,556$11,504iApproximate average salary by contribution assumption: employee only about $287,593 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,864 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-15$1,668,260$172,556$11,504iApproximate average salary by contribution assumption: employee only about $287,593 at 4% or $191,729 at 6%; with 50% employer match about $191,729 at 4% or $127,819 at 6%; with 100% employer match about $143,797 at 4% or $95,864 at 6%.
2013114$1,417,576$163,819$11,701iApproximate average salary by contribution assumption: employee only about $292,534 at 4% or $195,023 at 6%; with 50% employer match about $195,023 at 4% or $130,015 at 6%; with 100% employer match about $146,267 at 4% or $97,511 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-14$1,417,576$163,819$11,701iApproximate average salary by contribution assumption: employee only about $292,534 at 4% or $195,023 at 6%; with 50% employer match about $195,023 at 4% or $130,015 at 6%; with 100% employer match about $146,267 at 4% or $97,511 at 6%.
2012113$1,004,908$152,985$11,768iApproximate average salary by contribution assumption: employee only about $294,202 at 4% or $196,135 at 6%; with 50% employer match about $196,135 at 4% or $130,756 at 6%; with 100% employer match about $147,101 at 4% or $98,067 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-13$1,004,908$152,985$11,768iApproximate average salary by contribution assumption: employee only about $294,202 at 4% or $196,135 at 6%; with 50% employer match about $196,135 at 4% or $130,756 at 6%; with 100% employer match about $147,101 at 4% or $98,067 at 6%.
2011113$745,789$139,106$10,700iApproximate average salary by contribution assumption: employee only about $267,512 at 4% or $178,341 at 6%; with 50% employer match about $178,341 at 4% or $118,894 at 6%; with 100% employer match about $133,756 at 4% or $89,171 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-13$745,789$139,106$10,700iApproximate average salary by contribution assumption: employee only about $267,512 at 4% or $178,341 at 6%; with 50% employer match about $178,341 at 4% or $118,894 at 6%; with 100% employer match about $133,756 at 4% or $89,171 at 6%.
201018$620,761$96,369$12,046iApproximate average salary by contribution assumption: employee only about $301,153 at 4% or $200,769 at 6%; with 50% employer match about $200,769 at 4% or $133,846 at 6%; with 100% employer match about $150,577 at 4% or $100,384 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-8$620,761$96,369$12,046iApproximate average salary by contribution assumption: employee only about $301,153 at 4% or $200,769 at 6%; with 50% employer match about $200,769 at 4% or $133,846 at 6%; with 100% employer match about $150,577 at 4% or $100,384 at 6%.
200919$453,966$89,402$9,934iApproximate average salary by contribution assumption: employee only about $248,339 at 4% or $165,559 at 6%; with 50% employer match about $165,559 at 4% or $110,373 at 6%; with 100% employer match about $124,169 at 4% or $82,780 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-9$453,966$89,402$9,934iApproximate average salary by contribution assumption: employee only about $248,339 at 4% or $165,559 at 6%; with 50% employer match about $165,559 at 4% or $110,373 at 6%; with 100% employer match about $124,169 at 4% or $82,780 at 6%.
200819$261,050$82,826$9,203iApproximate average salary by contribution assumption: employee only about $230,072 at 4% or $153,381 at 6%; with 50% employer match about $153,381 at 4% or $102,254 at 6%; with 100% employer match about $115,036 at 4% or $76,691 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-9$261,050$82,826$9,203iApproximate average salary by contribution assumption: employee only about $230,072 at 4% or $153,381 at 6%; with 50% employer match about $153,381 at 4% or $102,254 at 6%; with 100% employer match about $115,036 at 4% or $76,691 at 6%.
200717$325,065$222,468$31,781iApproximate average salary by contribution assumption: employee only about $794,529 at 4% or $529,686 at 6%; with 50% employer match about $529,686 at 4% or $353,124 at 6%; with 100% employer match about $397,264 at 4% or $264,843 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-7$325,065$222,468$31,781iApproximate average salary by contribution assumption: employee only about $794,529 at 4% or $529,686 at 6%; with 50% employer match about $529,686 at 4% or $353,124 at 6%; with 100% employer match about $397,264 at 4% or $264,843 at 6%.
200618$91,299$47,408$5,926iApproximate average salary by contribution assumption: employee only about $148,150 at 4% or $98,767 at 6%; with 50% employer match about $98,767 at 4% or $65,844 at 6%; with 100% employer match about $74,075 at 4% or $49,383 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-8$91,299$47,408$5,926iApproximate average salary by contribution assumption: employee only about $148,150 at 4% or $98,767 at 6%; with 50% employer match about $98,767 at 4% or $65,844 at 6%; with 100% employer match about $74,075 at 4% or $49,383 at 6%.
200519$33,992$33,833$3,759iApproximate average salary by contribution assumption: employee only about $93,981 at 4% or $62,654 at 6%; with 50% employer match about $62,654 at 4% or $41,769 at 6%; with 100% employer match about $46,990 at 4% or $31,327 at 6%.
Eric Phelps Dds Ms and Jason Cohen Dds Ms Inc. 401(K) Profit Sharing Plan & Trust-9$33,992$33,833$3,759iApproximate average salary by contribution assumption: employee only about $93,981 at 4% or $62,654 at 6%; with 50% employer match about $62,654 at 4% or $41,769 at 6%; with 100% employer match about $46,990 at 4% or $31,327 at 6%.