Original filing (PDF)20231011180925NAL0061365890001

DONNA DEPHILLIPS, LLC

Name: DONNA DEPHILLIPS, LLC — DONNA DEPHILLIPS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: DONNA DEPHILLIPS, LLC

Form 5500-SF

FILING_RECEIVED

DONNA DEPHILLIPS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONNA DEPHILLIPS, LLC.

Plan sponsor

Name

DONNA DEPHILLIPS, LLC

EIN

27-4021710

Address

7 WESTMINSTER PACE · OLD TAPPAN, NY · 07675

Phone

(201) 666-5564

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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