How big is Phillip R. Everett, DDS' plan?

Phillip R. Everett, DDS' plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250723150229NAL0005600064001

Phillip R. Everett, DDS

Name: Phillip R. Everett, DDS — Phillip R. Everett, DDS, Form 5500 (2024)
Creator: Phillip R. Everett, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip R. Everett, DDS, Profit Sharing Plan

Defined-contribution retirement plan · Phillip R. Everett, DDS' Phillip R. Everett, DDS, Profit Sharing Plan held $3.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Steven Wade signed Phillip R. Everett, DDS' 2024 Form 5500 as plan administrator.

Steven Wade — 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

Phillip R. Everett, DDS' EIN is 75-1614507.

EIN 75-1614507

Plan number 001

Plan year 2024

ACK ID 20250723150229NAL0005600064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillip R. Everett, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillip R. Everett, DDS' plan includes profit-sharing.

Decision-maker contacts

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

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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