How big is Phinney Design Group's plan?

Phinney Design Group's plan reported $3.1M in assets and 29 participants for 2024.

Original filing (PDF)20250718075355NAL0002192770001

Phinney Design Group

Name: Phinney Design Group — Phinney Design Group 401(k), Form 5500 (2024)
Creator: Phinney Design Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phinney Design Group 401(k) Plan

401(k) retirement plan · Phinney Design Group's Phinney Design Group 401(k) Plan held $3.1M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Michael Phinney signed Phinney Design Group's 2024 Form 5500 as plan administrator.

Michael Phinney — 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

Phinney Design Group's EIN is 45-0518649.

EIN 45-0518649

Plan number 001

Plan year 2024

ACK ID 20250718075355NAL0002192770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phinney Design Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phinney Design Group'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 PHINNEY DESIGN GROUP.

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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