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

S. Warren Phillips, Jr. DDS, MS, PA's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250923222619NAL0009813954001

S. Warren Phillips, Jr. DDS, MS, PA

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

Form 5500-SF

FILING_RECEIVED

S. Warren Phillips, Jr. DDS, MS, PA Cash Balance Plan

Defined-benefit pension plan · S. Warren Phillips, Jr. DDS, MS, PA's S. Warren Phillips, Jr. DDS, MS, PA Cash Balance Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

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

EIN 20-0457311

Plan number 002

Plan year 2024

ACK ID 20250923222619NAL0009813954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S. Warren Phillips, Jr. DDS, MS, PA 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, PA's plan includes a cash-balance formula.

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, PA.

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

100

Helping the score