How big is James Phillips P.A.'s plan?

James Phillips P.A.'s plan reported $21K in assets and 3 participants for 2023.

Original filing (PDF)20251103134312NAL0005998145001

James Phillips P.A.

Name: James Phillips P.A. — Phillips Financial Advisors, Form 5500 (2023)
Creator: James Phillips P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Financial Advisors 401(k) Plan

401(k) retirement plan · James Phillips P.A.'s Phillips Financial Advisors 401(k) Plan held $21K in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 11.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

People on this filing

Richard Tatum signed James Phillips P.A.'s 2023 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

James Phillips P.A.'s EIN is 47-1520891.

EIN 47-1520891

Plan number 001

Plan year 2023

ACK ID 20251103134312NAL0005998145001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James Phillips P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James Phillips P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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