How big is Phillips Jessner LLP's plan?

Phillips Jessner LLP's plan reported $4.5M in assets and 9 participants for 2024.

Original filing (PDF)20251007085817NAL0004349617001

Phillips Jessner LLP

Name: Phillips Jessner LLP — Phillips Jessner Profit, Form 5500 (2024)
Creator: Phillips Jessner LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Jessner Profit Sharing 401(k) Plan

401(k) retirement plan · Phillips Jessner LLP's Phillips Jessner Profit Sharing 401(k) Plan held $4.5M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Gregory W. Jessner signed Phillips Jessner LLP's 2024 Form 5500 as plan administrator.

Gregory W. Jessner — 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

Phillips Jessner LLP's EIN is 61-1491810.

EIN 61-1491810

Plan number 001

Plan year 2024

ACK ID 20251007085817NAL0004349617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Jessner LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Jessner LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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