How big is Phillips Dentistry's plan?

Phillips Dentistry's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250813173356NAL0008358499001

Phillips Dentistry

Name: Phillips Dentistry — Phillips Dentistry Profit, Form 5500 (2024)
Creator: Phillips Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Dentistry Profit Sharing & 401(k) Plan

401(k) retirement plan · Phillips Dentistry's Phillips Dentistry Profit Sharing & 401(k) Plan held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Shirley Horner signed Phillips Dentistry's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Phillips Dentistry's EIN is 22-3819825.

EIN 22-3819825

Plan number 002

Plan year 2024

ACK ID 20250813173356NAL0008358499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Dentistry'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 PHILLIPS DENTISTRY.

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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