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Eric Phelps DDS Ms and Jason Cohen DDS Ms, Inc.: who to call about your old retirement account

Eric Phelps DDS Ms and Jason Cohen DDS Ms, Inc. 401(K) Profit Sharing Plan & Trust. SAN JOSE, CA. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: Eric Phelps DDS Ms and Jason Cohen DDS Ms, Inc.Has also filed as Eric Phelps DDS Ms Jason Cohen DDS, Eric Phelps DDS Ms and Jason Coh, E Phelps DDS Ms & J Cohen DDS Ms
Address on file: 2075 Forest Avenue, Suite 2 · San Jose, CA · 95128
Industry: Health Care & Social Assistance
Plan: Eric Phelps DDS Ms and Jason Cohen DDS Ms, Inc. 401(K) Profit Sharing Plan & Trust401(k) plan
When: Start date on the filing: 2005Still running: latest filing is for 2024Has filed since at least 2009
Size: 46 people in the plan, about $8.7 million in total10 of them no longer work there and still have money in it. Leaving a balance behind is common.
You may remember: • The company put money into employees’ accounts
• Allowed loans from the account

Not the right one? Eric Phelps DDS Ms and Jason Cohen DDS Ms, Inc. has another retirement plan:

Eric Phelps DDS MD Eric Cohen DDS MD Inc Cash Balance Plan · Cash balance pension plan · 28 people · filed 2024

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for
✓ The company that likely holds the accounts, with its website and phone number where we have them

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

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401kHunter is not affiliated with, endorsed by, or connected to ERIC PHELPS DDS MS AND JASON COHEN DDS MS, INC.. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.