How big is Roger A. Phillips, D.M.D.'s plan?

Roger A. Phillips, D.M.D.'s plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250401151517NAL0011056720001

Roger A. Phillips, D.M.D.

Name: Roger A. Phillips, D.M.D. — Roger A. Phillips, Form 5500 (2024)
Creator: Roger A. Phillips, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roger A. Phillips, D.M.D. 401(k) Retirement Plan

401(k) retirement plan · Roger A. Phillips, D.M.D.'s Roger A. Phillips, D.M.D. 401(k) Retirement Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Roger A. Phillips, D.M.D.'s EIN is 04-3391807.

EIN 04-3391807

Plan number 001

Plan year 2024

ACK ID 20250401151517NAL0011056720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roger A. Phillips, D.M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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