How big is Phillips, Dorsey, Thomas, Waters & Brafford, P.A.'s plan?

Phillips, Dorsey, Thomas, Waters & Brafford, P.A.'s plan reported $3.6M in assets and 12 participants for 2024.

Original filing (PDF)20251021071322NAL0000856945001

Phillips, Dorsey, Thomas, Waters & Brafford, P.A.

Name: Phillips, Dorsey, Thomas, Waters & Brafford, P.A. — Form 5500 Plan 003 (2024)
Creator: Phillips, Dorsey, Thomas, Waters & Brafford, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Phillips, Dorsey, Thomas, Waters & Brafford, P.A.'s Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401(k) Profit Sharing Plan held $3.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Phillips, Dorsey, Thomas, Waters & Brafford, P.A.'s EIN is 56-0951266.

EIN 56-0951266

Plan number 003

Plan year 2024

ACK ID 20251021071322NAL0000856945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips, Dorsey, Thomas, Waters & Brafford, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips, Dorsey, Thomas, Waters & Brafford, P.A.'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 PHILLIPS, DORSEY, THOMAS, WATERS & BRAFFORD, P.A..

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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