How big is W. Jones Phillips, DDS, P.C.'s plan?

W. Jones Phillips, DDS, P.C.'s plan reported $3.6M in assets and 5 participants for 2024.

Original filing (PDF)20251009100526NAL0006805169001

W. Jones Phillips, DDS, P.C.

Name: W. Jones Phillips, DDS, P.C. — W. Jones Phillips, Form 5500 (2024)
Creator: W. Jones Phillips, DDS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. Jones Phillips, DDS, P.C. Profit Sharing and Trust

Defined-contribution retirement plan · W. Jones Phillips, DDS, P.C.'s W. Jones Phillips, DDS, P.C. Profit Sharing and Trust held $3.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

W Jones Phillips signed W. Jones Phillips, DDS, P.C.'s 2024 Form 5500 as plan administrator.

W Jones 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

W. Jones Phillips, DDS, P.C.'s EIN is 58-2039572.

EIN 58-2039572

Plan number 001

Plan year 2024

ACK ID 20251009100526NAL0006805169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W. Jones Phillips, DDS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W. Jones Phillips, DDS, P.C.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W. JONES PHILLIPS, DDS, 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