How big is Bond and Phipps, Inc.'s plan?

Bond and Phipps, Inc.'s plan reported $399K in assets and 6 participants for 2024.

Original filing (PDF)20251009154744NAL0007236849001

Bond and Phipps, Inc.

Name: Bond and Phipps, Inc. — Bond and Phipps, Inc. 401(k), Form 5500 (2024)
Creator: Bond and Phipps, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bond and Phipps, Inc. 401(k) Plan

401(k) retirement plan · Bond and Phipps, Inc.'s Bond and Phipps, Inc. 401(k) Plan held $399K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

Richard Tatum signed Bond and Phipps, Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Bond and Phipps, Inc.'s EIN is 47-1005260.

EIN 47-1005260

Plan number 001

Plan year 2024

ACK ID 20251009154744NAL0007236849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bond and Phipps, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bond and Phipps, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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