Original filing (PDF)20240305111008NAL0023590273001

Phillip S. Burress

Name: Phillip S. Burress — Phillip S. Burress AGE-Weighted, Form 5500 (2023)
Creator: Phillip S. Burress
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip S. Burress AGE-Weighted Profit Sharing Plan

Defined-contribution retirement plan · Phillip S. Burress' Phillip S. Burress AGE-Weighted Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Phillip S. Burress' EIN is 43-0979774.

EIN 43-0979774

Plan number 001

Plan year 2023

ACK ID 20240305111008NAL0023590273001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillip S. Burress from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillip S. Burress' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP S. BURRESS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score