How big is Phillip Graham & Assoc P.C.'s plan?

Phillip Graham & Assoc P.C.'s plan reported $813K in assets and 2 participants for 2023.

Original filing (PDF)20241015135656NAL0028659585001

Phillip Graham & Assoc P.C.

Name: Phillip Graham & Assoc P.C. — Phillip Graham & Assoc, Form 5500 (2023)
Creator: Phillip Graham & Assoc P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip Graham & Assoc P.C. Profit Sharing Plan

401(k) retirement plan · Phillip Graham & Assoc P.C.'s Phillip Graham & Assoc P.C. Profit Sharing Plan held $813K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

Plan identifiers

Phillip Graham & Assoc P.C.'s EIN is 58-1774440.

EIN 58-1774440

Plan number 001

Plan year 2023

ACK ID 20241015135656NAL0028659585001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillip Graham & Assoc P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillip Graham & Assoc P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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