GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A. — GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A. 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A.
Form 5500-SF
FILING_RECEIVED
GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A..
Plan sponsor
Name
GILLIGAN, ANDERSON, PHELAN, WILLIAMS & GREEN, P.A.
EIN
59-3040825
Address
1531 SE 36TH AVENUE · OCALA, FL · 34471
Phone
(352) 867-7707
Industry
Law Offices· Professional & Technical Servicessee all
