How big is S. Warren Phillips, Jr. DDS, MS' plan?

S. Warren Phillips, Jr. DDS, MS' plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20250926105510NAL0003962883001

S. Warren Phillips, Jr. DDS, MS

Name: S. Warren Phillips, Jr. DDS, MS — S. Warren Phillips, Form 5500 (2024)
Creator: S. Warren Phillips, Jr. DDS, MS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S. Warren Phillips, Jr., DDS, MS, PA 401(k) Plan

401(k) retirement plan · S. Warren Phillips, Jr. DDS, MS' S. Warren Phillips, Jr., DDS, MS, PA 401(k) Plan held $2.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

S. Warren Phillips, Jr. DDS, MS' EIN is 20-0457311.

EIN 20-0457311

Plan number 001

Plan year 2024

ACK ID 20250926105510NAL0003962883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

S. Warren Phillips, Jr. DDS, MS' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S. WARREN PHILLIPS, JR. DDS, MS.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

S. WARREN PHILLIPS, JR. DDS, MS

EIN

all filings

Address

2606 NEW VILLAGE WAY · WILMINGTON, NC · 28405

Phone

(910) 392-5773

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator