· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHILIP J. FILIPPIS, MD, P.C. — DR. PHILIP FILIPPIS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703145355NAL0001608002001
PHILIP J. FILIPPIS, MD, P.C.
Form 5500-SF
FILING_RECEIVED
DR. PHILIP FILIPPIS 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILIP J. FILIPPIS, MD, P.C.
.
Find decision makers
Plan sponsor
Name
PHILIP J. FILIPPIS, MD, P.C.
EIN
22-3891813
Address
220 HAMBURG TPKE, SUITE 2 · WAYNE, NJ · 07470
Phone
(973) 389-9975
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CARDIOVASCULAR CLINIC OF NORTH
CARDIOVASCULAR CLINIC OF NORTH 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 34 participants
SONORAN SPINE CENTER PC
SONORAN SPINE CENTER, P.C. PROFIT SHARING PLAN
$2.7M · 59 participants
PETER H. PARK, M.D., INC.
PETER H. PARK, M.D., INC. PENSION PLAN
$2.7M · 4 participants
MEDICAL ASSOCIATES OF HIGHLAND
MEDICAL ASSOCIATES OF HIGHLAND 401K PS PLAN
$2.7M · 18 participants
MAHTEME SELASSIE, M.D., PA
MAHTEME SELASSIE, M.D., PA 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.7M · 5 participants
TEXAS HEALTH WOMEN'S SPECIALTY SURGERY CENTER OF DALLAS, LLC
TEXAS HEALTH WOMENS SPECIALTY SURGERY CENTER 401(K) PLAN
$2.7M · 42 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants