· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHILLIPS LAW GROUP, PROFESSIONAL CORPORATION — PHILLIPS LAW GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728120024NAL0003270578002
PHILLIPS LAW GROUP, PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
PHILLIPS LAW GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
53
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
86
/ 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
PHILLIPS LAW GROUP, PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
PHILLIPS LAW GROUP, PROFESSIONAL CORPORATION
EIN
27-4470648
Address
3101 NORTH CENTRAL AVENUE, · SUITE 1500 · PHOENIX, AZ · 85012
Phone
(602) 258-8900
Industry
Law Offices
· Professional & Technical Services
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
2025-07-28
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
GUNN & MESSICK PLLC
GUNN AND MESSICK PROFIT SHARING TRUST
$1.9M · 4 participants
SCOTT J. SCHWARTZ, P.A.
SCOTT J. SCHWARTZ, P.A. EMPLOYEES SAVINGS TRUST
$1.9M · 4 participants
LEADER-PICONE & YOUNG, LLP
LEADER-PICONE & YOUNG, LLP 401(K) PROFIT SHARING PLAN
$1.9M · 4 participants
CALENDO PUCKETT SHEEDY LLP
CPS RETIREMENT PLAN
$1.9M · 14 participants
THE BAILEY LAW FIRM, APC
BAILEY LAW FIRM, APC, THE PROFIT SHARING PLAN
$1.9M · 5 participants
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STEVEN N. GOUDSOUZIAN, LLC DBA GOUDSOUZIAN & ASSOCIATES
STEVEN N. GOUDSOUZIAN,LLC DBA GOUDSOUZIAN & ASSOCIATES 401(K) PLAN
$1.9M · 11 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
