Original filing (PDF)20250506205613NAL0009888369001

KATHERINE S. PHILLIPS, DDS, PLLC

Name: KATHERINE S. PHILLIPS, DDS, PLLC — KATHERINE S. PHILLIPS, DDS, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: KATHERINE S. PHILLIPS, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

KATHERINE S. PHILLIPS, DDS, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATHERINE S. PHILLIPS, DDS, PLLC.

Plan sponsor

Name

KATHERINE S. PHILLIPS, DDS, PLLC

EIN

82-1841983

Address

1001 MEDICAL PLAZA DR., STE. 200 · THE WOODLANDS, TX · 77380

Phone

(281) 296-6797

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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