How big is PHIL Thompson & Associates, LLP's plan?

PHIL Thompson & Associates, LLP's plan reported $1.1M in assets and 34 participants for 2024.

Original filing (PDF)20250723154833NAL0004700096001

PHIL Thompson & Associates, LLP

Name: PHIL Thompson & Associates, LLP — PHIL Thompson &, Form 5500 (2024)
Creator: PHIL Thompson & Associates, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHIL Thompson & Associates 401(k)

401(k) retirement plan · PHIL Thompson & Associates, LLP's PHIL Thompson & Associates 401(k) held $1.1M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kassandra Points signed PHIL Thompson & Associates, LLP's 2024 Form 5500 as plan administrator.

Kassandra Points — 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

PHIL Thompson & Associates, LLP's EIN is 20-2082355.

EIN 20-2082355

Plan number 001

Plan year 2024

ACK ID 20250723154833NAL0004700096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHIL Thompson & Associates, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHIL Thompson & Associates, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHIL THOMPSON & ASSOCIATES, LLP.

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Plan health score

Above-average plan

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

Knocking points off