Original filing (PDF)20250509131943NAL0009941491001

THOMAS L PHILLIPS JR DDS PA

Name: THOMAS L PHILLIPS JR DDS PA — THOMAS L PHILLIPS JR DDS PA 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: THOMAS L PHILLIPS JR DDS PA

Form 5500-SF

FILING_RECEIVED

THOMAS L PHILLIPS JR DDS PA 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS L PHILLIPS JR DDS PA.

Plan sponsor

Name

THOMAS L PHILLIPS JR DDS PA

EIN

20-2249487

Address

1436 WEST PULASKI · FORT WORTH, TX · 76104

Phone

(817) 336-8478

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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