Original filing (PDF)20250509151403NAL0020196656001

THOMAS S. PHILLIPS, O.D., P.C.

Name: THOMAS S. PHILLIPS, O.D., P.C. — THE EYE CARE CENTER 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS S. PHILLIPS, O.D., P.C.

Form 5500-SF

FILING_RECEIVED

THE EYE CARE CENTER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 S. PHILLIPS, O.D., P.C..

Plan sponsor

Name

THOMAS S. PHILLIPS, O.D., P.C.

EIN

20-5077806

Address

179 YORK ROAD · WARMINSTER, PA · 18974

Phone

(215) 674-2020

Industry

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

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

DR. DAVID W. FERRIS AND ASSOC. INC

DR. DAVID W. FERRIS AND ASSOC. INC PROFIT SHARING PLAN

$1.7M · 5 participants

AMY THICH, O.D., A PROFESSIONAL CORPORATION

AMY THICH, O.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN

$1.7M · 2 participants

ALLEN EYE ASSOCIATES, P.A.

ALLEN EYE ASSOCIATES PA 401(K) PLAN

$1.7M · 43 participants

E. TREVOR ELMQUIST, D.O., P.A.

ELMQUIST EYE GROUP 401(K) PLAN

$1.7M · 25 participants

GRIEBENOW EYECARE, SC

GRIEBENOW EYECARE SC 401(K) PROFIT SHARING PLAN