How big is Phillips Feldman Group, P.A.'s plan?

Phillips Feldman Group, P.A.'s plan reported $2.5M in assets and 16 participants for 2024.

Original filing (PDF)20251015085621NAL0002131491001

Phillips Feldman Group, P.A.

Name: Phillips Feldman Group, P.A. — Phillips Feldman, Form 5500 (2024)
Creator: Phillips Feldman Group, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Feldman Group, P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Phillips Feldman Group, P.A.'s Phillips Feldman Group, P.A. 401(k) Profit Sharing Plan held $2.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Phillips Feldman Group, P.A.'s EIN is 59-2840381.

EIN 59-2840381

Plan number 001

Plan year 2024

ACK ID 20251015085621NAL0002131491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Feldman Group, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Feldman Group, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS FELDMAN GROUP, 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