How big is William J Phelan MD's plan?

William J Phelan MD's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250428074329NAL0011875265001

William J Phelan MD

Name: William J Phelan MD — William J Phelan MD Retirement, Form 5500 (2024)
Creator: William J Phelan MD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J Phelan MD Retirement Plan

401(k) retirement plan · William J Phelan MD's William J Phelan MD Retirement Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

William J Phelan MD's EIN is 25-1697231.

EIN 25-1697231

Plan number 001

Plan year 2024

ACK ID 20250428074329NAL0011875265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J Phelan MD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J Phelan MD'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 WILLIAM J PHELAN MD.

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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