How big is Wayne W. Phillips, II, Co., L.P.A.'s plan?

Wayne W. Phillips, II, Co., L.P.A.'s plan reported $462K in assets and 1 participants for 2024.

Original filing (PDF)20250428121814NAL0008022531001

Wayne W. Phillips, II, Co., L.P.A.

Name: Wayne W. Phillips, II, Co., L.P.A. — Form 5500 (2024)
Creator: Wayne W. Phillips, II, Co., L.P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Wayne W. Phillips, II, Co., L.P.A. held $462K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$462K

Net assets (EOY)

$462K

People on this filing

Wayne W. Phillips, II signed Wayne W. Phillips, II, Co., L.P.A.'s 2024 Form 5500 as plan administrator.

Wayne W. Phillips, II — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wayne W. Phillips, II, Co., L.P.A.'s EIN is 31-1287659.

EIN 31-1287659

Plan number 001

Plan year 2024

ACK ID 20250428121814NAL0008022531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wayne W. Phillips, II, Co., L.P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wayne W. Phillips, II, Co., L.P.A.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYNE W. PHILLIPS, II, CO., L.P.A..

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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