How big is Larry J. Phillips III, CPA PLLC's plan?

Larry J. Phillips III, CPA PLLC's plan reported $831K in assets and 16 participants for 2024.

Original filing (PDF)20251022112128NAL0001449137001

Larry J. Phillips III, CPA PLLC

Name: Larry J. Phillips III, CPA PLLC — Larry J. Phillips, Form 5500 (2024)
Creator: Larry J. Phillips III, CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larry J. Phillips III, CPA Safe Harbor 401(k) Plan

401(k) retirement plan · Larry J. Phillips III, CPA PLLC's Larry J. Phillips III, CPA Safe Harbor 401(k) Plan held $831K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Larry Phillips signed Larry J. Phillips III, CPA PLLC's 2024 Form 5500 as plan administrator.

Larry Phillips — 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

Larry J. Phillips III, CPA PLLC's EIN is 47-2668735.

EIN 47-2668735

Plan number 002

Plan year 2024

ACK ID 20251022112128NAL0001449137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Larry J. Phillips III, CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Larry J. Phillips III, CPA PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LARRY J. PHILLIPS III, CPA 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score