How big is Nancy Phillips Associates, LLC's plan?

Nancy Phillips Associates, LLC's plan reported $578K in assets and 6 participants for 2024.

Original filing (PDF)20251004114345NAL0001300595001

Nancy Phillips Associates, LLC

Name: Nancy Phillips Associates, LLC — Nancy Phillips, Form 5500 (2024)
Creator: Nancy Phillips Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy Phillips Associates Cash Balance Plan

Defined-benefit pension plan · Nancy Phillips Associates, LLC's Nancy Phillips Associates Cash Balance Plan held $578K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

Plan identifiers

Nancy Phillips Associates, LLC's EIN is 11-3031332.

EIN 11-3031332

Plan number 002

Plan year 2024

ACK ID 20251004114345NAL0001300595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nancy Phillips Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nancy Phillips Associates, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY PHILLIPS ASSOCIATES, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score