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PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A. — PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251021071322NAL0000856945001
PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A.
Form 5500-SF
FILING_RECEIVED
PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
16
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A.
.
Find decision makers
Plan sponsor
Name
PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A.
EIN
56-0951266
Address
PO DRAWER 1359 · HENDERSON, NC · 27536
Phone
(252) 438-8154
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A.
EIN
56-0951266
City
HENDERSON, NC
Phone
(252) 438-8154
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-10-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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Trustee / custodian
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Trustee phone
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