How big is Phillips & Associates, Attorneys at Law, PLLC's plan?

Phillips & Associates, Attorneys at Law, PLLC's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20251013213255NAL0002795264001

Phillips & Associates, Attorneys at Law, PLLC

Name: Phillips & Associates, Attorneys at Law, PLLC — Form 5500 Plan 002 (2024)
Creator: Phillips & Associates, Attorneys at Law, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips & Associates, Attorneys at Law, PLLC Cash Balance Plan

Defined-benefit pension plan · Phillips & Associates, Attorneys at Law, PLLC's Phillips & Associates, Attorneys at Law, PLLC Cash Balance Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Barbara Crittenden for TRPC signed Phillips & Associates, Attorneys at Law, PLLC's 2024 Form 5500 as plan administrator.

Barbara Crittenden for TRPC — 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

Phillips & Associates, Attorneys at Law, PLLC's EIN is 46-1270759.

EIN 46-1270759

Plan number 002

Plan year 2024

ACK ID 20251013213255NAL0002795264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips & Associates, Attorneys at Law, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips & Associates, Attorneys at Law, PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS & ASSOCIATES, ATTORNEYS AT LAW, PLLC.

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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