How big is Daniel E. Phillips, DDS, PLLC's plan?

Daniel E. Phillips, DDS, PLLC's plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20251005145702NAL0001504643001

Daniel E. Phillips, DDS, PLLC

Name: Daniel E. Phillips, DDS, PLLC — Daniel E. Phillips, Form 5500 (2024)
Creator: Daniel E. Phillips, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel E. Phillips, DDS, PLLC 401(k) Plan

401(k) retirement plan · Daniel E. Phillips, DDS, PLLC's Daniel E. Phillips, DDS, PLLC 401(k) Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Michael Phillips signed Daniel E. Phillips, DDS, PLLC's 2024 Form 5500 as plan administrator.

Michael Phillips — 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

Daniel E. Phillips, DDS, PLLC's EIN is 20-0430949.

EIN 20-0430949

Plan number 001

Plan year 2024

ACK ID 20251005145702NAL0001504643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel E. Phillips, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel E. Phillips, DDS, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL E. PHILLIPS, DDS, PLLC.

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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