How big is Phoenix Medical Services, PC's plan?

Phoenix Medical Services, PC's plan reported $1.9M in assets and 19 participants for 2024.

Original filing (PDF)20251010091959NAL0007430033001

Phoenix Medical Services, PC

Name: Phoenix Medical Services, PC — Phoenix Medical, Form 5500 (2024)
Creator: Phoenix Medical Services, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Medical Services, PC Cash Balance Plan

Defined-benefit pension plan · Phoenix Medical Services, PC's Phoenix Medical Services, PC Cash Balance Plan held $1.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

William Jones signed Phoenix Medical Services, PC's 2024 Form 5500 as plan administrator.

William Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phoenix Medical Services, PC's EIN is 11-3558267.

EIN 11-3558267

Plan number 002

Plan year 2024

ACK ID 20251010091959NAL0007430033001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Medical Services, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Medical Services, PC'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 PHOENIX MEDICAL SERVICES, PC.

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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