How big is Hugh R. Phillis, D.M.D., P.A.'s plan?

Hugh R. Phillis, D.M.D., P.A.'s plan reported $954K in assets and 5 participants for 2024.

Original filing (PDF)20251028084347NAL0006111235001

Hugh R. Phillis, D.M.D., P.A.

Name: Hugh R. Phillis, D.M.D., P.A. — Hugh R. Phillis, Form 5500 (2024)
Creator: Hugh R. Phillis, D.M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hugh R. Phillis, D.M.D., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Hugh R. Phillis, D.M.D., P.A.'s Hugh R. Phillis, D.M.D., P.A. 401(k) Profit Sharing Plan held $954K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan identifiers

Hugh R. Phillis, D.M.D., P.A.'s EIN is 02-0278113.

EIN 02-0278113

Plan number 001

Plan year 2024

ACK ID 20251028084347NAL0006111235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hugh R. Phillis, D.M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hugh R. Phillis, D.M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUGH R. PHILLIS, D.M.D., P.A..

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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