· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHILLIP FRANTZIS, M.D. — PHILLIP FRANTZIS, M.D. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010103010NAL0012330784001
PHILLIP FRANTZIS, M.D.
Form 5500-SF
FILING_RECEIVED
PHILLIP FRANTZIS, M.D. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
Plan health score (directional)
89
/ 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
PHILLIP FRANTZIS, M.D.
.
Find decision makers
Plan sponsor
Name
PHILLIP FRANTZIS, M.D.
EIN
38-2993740
Address
950 W MONROE STE 200 · JACKSON, MI · 49202
Phone
(517) 788-3434
Industry
Offices of Physicians
· Health Care & Social Assistance
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
NORTH CAROLINA CLINICAL RESEARCH
NORTH CAROLINA CLINICAL RESEARCH SAFE HARBOR 401(K) PLAN
$11.3M · 9 participants
THE HAND & UPPER EXTREMITY CENTER OF GEORGIA PC
THE HAND & UPPER EXTREMITY CENTER OF GEORGIA PC PROFIT SHARING PLAN
$11.3M · 38 participants
PORT CITY PEDIATRICS PLC
PORT CITY PEDIATRICS PLC 401(K) PROFIT SHARING PLAN
$11.3M · 34 participants
CAPE GIRARDEAU UROLOGY ASSOCIATES,
CAPE GIRARDEAU UROLOGY ASSOC, INC MONEY PURCH PENS
$11.3M · 35 participants
100
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.
VALLEY INTERNAL MEDICINE & NEPHROLOGY MEDICAL GROUP
VALLEY INTERNAL MEDICINE & NEP 401(K) PROFIT SHARING PLAN AND TRUST
$11.3M · 14 participants
AFFILIATED EYE SURGEONS OF NORTHERN NEW JERSEY, P.A.
AFFILIATED EYE SURGEONS OF NORTHERN N.J., P.A. 401(K) PROFIT SHARING PLAN
$11.3M · 8 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
