Original filing (PDF)20250911153106NAL0000415521001

SPENCER D. PHILLIPS, M.D. MDVIP, LTD.

Name: SPENCER D. PHILLIPS, M.D. MDVIP, LTD. — SPENCER D. PHILLIPS, M. D. MDVIP, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SPENCER D. PHILLIPS, M.D. MDVIP, LTD.

Form 5500-SF

FILING_RECEIVED

SPENCER D. PHILLIPS, M. D. MDVIP, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 SPENCER D. PHILLIPS, M.D. MDVIP, LTD..

Plan sponsor

Name

SPENCER D. PHILLIPS, M.D. MDVIP, LTD.

EIN

23-2726027

Address

2113 MANOR RIDGE DRIVE · LANCASTER, PA · 17602

Phone

(717) 517-7841

Industry

Offices of Physicians· 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

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

NORTH GEORGIA INTERNAL MEDICINE, PC

NORTH GEORGIA INTERNAL MEDICINE, P. C. 401(K) PROFIT SHARING PLAN

$2.3M · 11 participants

PATRICK A. WEGMAN, M.D.

PATRICK A. WEGMAN, M.D. PROFIT SHARING PLAN

$2.3M · 7 participants

THORACIC & CRITICAL CARE MEDICINE, LLC

THORACIC & CRITICAL CARE MEDICINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 5 participants

ARTHRITIS & RHEUMATOLOGY CONSULTANTS, INC.

ARTHRITIS & RHEUMATOLOGY CONSULTANTS, INC. COMPARABILITY PROFIT SHARING PLAN

$2.3M · 5 participants