Original filing (PDF)20250425144814NAL0008821857001

Steven Phillips M.D., P.C.

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

Form 5500-SF

FILING_RECEIVED

Steven Phillips, M. D. , P. C. Defined Benefit Plan

Defined-benefit pension plan · Steven Phillips M.D., P.C.'s Steven Phillips, M. D. , P. C. Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Steven Phillips M.D., P.C.'s EIN is 20-0119118.

EIN 20-0119118

Plan number 003

Plan year 2024

ACK ID 20250425144814NAL0008821857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Phillips M.D., P.C.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

STEVEN PHILLIPS M.D., P.C.

EIN

all filings

Address

944 DANBURY ROAD · WILTON, CT · 06897

Phone

(203) 470-5918

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-09-30

Filed

2025-04-25

Pension benefit codes

1A · Pay-related DB formula

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

Tacoma Neuropathy Center PLLC

Tacoma Neuropathy Center 401(k) Plan

Premier Physicians of Sarasota, LLC

Hautamaki & Horiuchi, LLC Cash Balance Pension Plan and Trust

Levin Orthopedics SC

Levin Orthopedics SC 401(k) Plan and Trust

Frisch Aesthetics PC

Retina Associates of Utah, PLLC

Retina Associates of Utah, PLLC Cash Balance Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.