How big is Charles W. Phillips DBA Phillips Eye Clinic's plan?

Charles W. Phillips DBA Phillips Eye Clinic's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250319112741NAL0003502707001

Charles W. Phillips DBA Phillips Eye Clinic

Name: Charles W. Phillips DBA Phillips Eye Clinic — Form 5500 Plan 001 (2024)
Creator: Charles W. Phillips DBA Phillips Eye Clinic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Eye Clinic 401(k) Profit Sharing Plan

401(k) retirement plan · Charles W. Phillips DBA Phillips Eye Clinic's Phillips Eye Clinic 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Charles W. Phillips DBA Phillips Eye Clinic's EIN is 75-2731902.

EIN 75-2731902

Plan number 001

Plan year 2024

ACK ID 20250319112741NAL0003502707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles W. Phillips DBA Phillips Eye Clinic from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles W. Phillips DBA Phillips Eye Clinic's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES W. PHILLIPS DBA PHILLIPS EYE CLINIC.

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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