Original filing (PDF)20251103134312NAL0005998145001

JAMES PHILLIPS P.A.

Name: JAMES PHILLIPS P.A. — PHILLIPS FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2023)
Creator: JAMES PHILLIPS P.A.

Form 5500-SF

FILING_RECEIVED

PHILLIPS FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 11.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 11.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES PHILLIPS P.A..

Plan sponsor

Name

JAMES PHILLIPS P.A.

EIN

47-1520891all filings

Address

1360 S. PATRICK DRIVE. SUITE 5 · SATELLITE BEACH, FL · 32937

Phone

(321) 722-7822

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-11-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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