How big is Thomas L Phillips Jr. DDS PA's plan?

Thomas L Phillips Jr. DDS PA's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250509131943NAL0009941491001

Thomas L Phillips Jr. DDS PA

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

Form 5500-SF

FILING_RECEIVED

Thomas L Phillips Jr. DDS PA 401(k) Plan & Trust

401(k) retirement plan · Thomas L Phillips Jr. DDS PA's Thomas L Phillips Jr. DDS PA 401(k) Plan & Trust held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Thomas L Phillips Jr. DDS PA's EIN is 20-2249487.

EIN 20-2249487

Plan number 001

Plan year 2024

ACK ID 20250509131943NAL0009941491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas L Phillips Jr. DDS PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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