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

A. Brian Phillips, P.A.'s plan reported $3.3M in assets and 3 participants for 2024.

Original filing (PDF)20250926084327NAL0003904787001

A. Brian Phillips, P.A.

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

Form 5500-SF

FILING_RECEIVED

A. Brian Phillips, P.A. Profit Sharing and 401(k) Plan

401(k) retirement plan · A. Brian Phillips, P.A.'s A. Brian Phillips, P.A. Profit Sharing and 401(k) Plan held $3.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

A. Brian Phillips, P.A.'s EIN is 59-3570234.

EIN 59-3570234

Plan number 001

Plan year 2024

ACK ID 20250926084327NAL0003904787001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

A. Brian Phillips, 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 A. BRIAN PHILLIPS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

A. BRIAN PHILLIPS, P.A.

EIN

all filings

Address

912 HIGHLAND AVENUE · ORLANDO, FL · 32803

Phone

(407) 872-0777

Industry

Law Offices· Professional & Technical Services

Plan administrator