How big is T. MAI PHAN, M.D., Inc.'s plan?

T. MAI PHAN, M.D., Inc.'s plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20250630091635NAL0027057490001

T. MAI PHAN, M.D., Inc.

Name: T. MAI PHAN, M.D., Inc. — T. MAI PHAN, M.D., Inc., Form 5500 (2024)
Creator: T. MAI PHAN, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

T. MAI PHAN, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · T. MAI PHAN, M.D., Inc.'s T. MAI PHAN, M.D., Inc. 401(k) Profit Sharing Plan held $2.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

T. MAI PHAN signed T. MAI PHAN, M.D., Inc.'s 2024 Form 5500 as plan administrator.

T. MAI PHAN — 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

T. MAI PHAN, M.D., Inc.'s EIN is 33-0751351.

EIN 33-0751351

Plan number 001

Plan year 2024

ACK ID 20250630091635NAL0027057490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for T. MAI PHAN, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

T. MAI PHAN, M.D., Inc.'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 T. MAI PHAN, M.D., INC..

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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