Original filing (PDF)20250530182825NAL0008290353001

GEORGE T PHILIP DMD PA

Name: GEORGE T PHILIP DMD PA — GEORGE T PHILIP DMD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GEORGE T PHILIP DMD PA

Form 5500-SF

FILING_RECEIVED

GEORGE T PHILIP DMD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$330K

Net assets (EOY)

$330K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE T PHILIP DMD PA.

Plan sponsor

Name

GEORGE T PHILIP DMD PA

EIN

34-2022089

Address

2858 N BELT LINE RD STE 300 · SUNNYVALE, TX · 751829382

Phone

(214) 497-9643

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Outpatient Care Centers plans

TANYA WILKE FAMILY MEDICINE, LLC

TWFM 401(K) PLAN

$331K · 10 participants

PRIMARY CARE AT FOXHALL LLC

PRIMARY CARE AT FOXHALL LLC 401(K) PROFIT SHARING PLAN & TRUST

$331K · 9 participants

LASER SURGERY CENTER OF NORTHE

LASER SURGERY CENTER OF NORTHE 401(K) PROFIT SHARING PLAN & TRUST

$333K · 20 participants

CEDONIX LLC

CEDONIX LLC 401(K) PROFIT SHARING PLAN & TRUST

$333K · 3 participants

MUTUAL ORTHOPEDICS, INC.

MUTUAL ORTHOPEDICS, INC. 401K PLAN