How big is James Phillips, M.D.'s plan?

James Phillips, M.D.'s plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250609122611NAL0014024081001

James Phillips, M.D.

Name: James Phillips, M.D. — James Phillips, M.D. 401(k), Form 5500 (2024)
Creator: James Phillips, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Phillips, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · James Phillips, M.D.'s James Phillips, M.D. 401(k) Profit Sharing Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

James Phillips signed James Phillips, M.D.'s 2024 Form 5500 as plan administrator.

James Phillips — 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

James Phillips, M.D.'s EIN is 34-1616336.

EIN 34-1616336

Plan number 001

Plan year 2024

ACK ID 20250609122611NAL0014024081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Phillips, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Phillips, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES PHILLIPS, M.D..

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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

Knocking points off