How big is Phyllis Alexander PC's plan?

Phyllis Alexander PC's plan reported $72K in assets and 2 participants for 2024.

Original filing (PDF)20250527135930NAL0011256656001

Phyllis Alexander PC

Name: Phyllis Alexander PC — Phyllis Alexander PC 401(k), Form 5500 (2024)
Creator: Phyllis Alexander PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phyllis Alexander PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phyllis Alexander PC's Phyllis Alexander PC 401(k) Profit Sharing Plan & Trust held $72K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Phyllis Alexander signed Phyllis Alexander PC's 2024 Form 5500 as plan administrator.

Phyllis Alexander — 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

Phyllis Alexander PC's EIN is 20-5729359.

EIN 20-5729359

Plan number 001

Plan year 2024

ACK ID 20250527135930NAL0011256656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phyllis Alexander PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phyllis Alexander PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHYLLIS ALEXANDER PC.

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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