How big is Phillip Bell Agency's plan?

Phillip Bell Agency's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250618082444NAL0001290947001

Phillip Bell Agency

Name: Phillip Bell Agency — Phillip Bell Agency 401(k), Form 5500 (2024)
Creator: Phillip Bell Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip Bell Agency 401(k) Plan

401(k) retirement plan · Phillip Bell Agency's Phillip Bell Agency 401(k) Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

H. Phillip Bell, IV signed Phillip Bell Agency's 2024 Form 5500 as plan administrator.

H. Phillip Bell, IV — 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

Phillip Bell Agency's EIN is 55-0901281.

EIN 55-0901281

Plan number 001

Plan year 2024

ACK ID 20250618082444NAL0001290947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillip Bell Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillip Bell Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP BELL AGENCY.

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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