Original filing (PDF)20251013120450NAL0002707666001

STEVEN PHILLIPS M.D., P.C.

Name: STEVEN PHILLIPS M.D., P.C. — STEVEN PHILLIPS M.D., P.C. 401K PROFIT PLAN, Form 5500 (2024)
Creator: STEVEN PHILLIPS M.D., P.C.

Form 5500-SF

FILING_RECEIVED

STEVEN PHILLIPS M.D., P.C. 401K PROFIT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN PHILLIPS M.D., P.C..

Plan sponsor

Name

STEVEN PHILLIPS M.D., P.C.

EIN

20-0119118

Address

944 DANBURY ROAD · WILTON, CT · 06897

Phone

(203) 470-5918

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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