How big is Donna Dephillips, LLC's plan?

Donna Dephillips, LLC's plan reported $56K in assets for 2022.

Original filing (PDF)20231011180925NAL0061365890001

Donna Dephillips, LLC

Name: Donna Dephillips, LLC — Donna Dephillips, LLC 401(k), Form 5500 (2022)
Creator: Donna Dephillips, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna Dephillips, LLC 401(k) Plan

401(k) retirement plan · Donna Dephillips, LLC's Donna Dephillips, LLC 401(k) Plan reported $56K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

Plan identifiers

Donna Dephillips, LLC's EIN is 27-4021710.

EIN 27-4021710

Plan number 002

Plan year 2022

ACK ID 20231011180925NAL0061365890001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Donna Dephillips, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Donna Dephillips, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA DEPHILLIPS, LLC.

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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