P. Jeffrey Phillippi, D.D.S., P.A.

Form 5500

P. JEFFREY PHILLIPPI, D.D.S., P.A.

2770 E. W.t. Harris Blvd., Suite 102, Charlotte, Nc 28213 (704) 509-4513 EIN:56-1951154 Plan Admin:P. Jeffrey Phillippi, D.D.S.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,153,614 / $1,097,822	2022	PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #002	14 / 14	$1,153,614 / $1,097,822
2021	Plan NamePHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY13 / 14 Assets BOY/EOY$929,162 / $1,153,614	2021	PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #002	13 / 14	$929,162 / $1,153,614
2020	Plan NamePHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$730,493 / $929,162	2020	PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #002	13 / 13	$730,493 / $929,162
2019	Plan NamePHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$522,288 / $730,493	2019	PHILLIPPI AND KWON DENTISTRY PARTNERSHIP DEFINED BENEFIT CASH BALANCE PLAN & TRUST - Plan #002	13 / 13	$522,288 / $730,493