How big is William Phillip Lewis PLLC's plan?

William Phillip Lewis PLLC's plan reported $56K in assets for 2023.

Original filing (PDF)20240917155441NAL0004378224001

William Phillip Lewis PLLC

Name: William Phillip Lewis PLLC — William Phillip Lewis, Form 5500 (2023)
Creator: William Phillip Lewis PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Phillip Lewis PLLC 401(k)

401(k) retirement plan · William Phillip Lewis PLLC's William Phillip Lewis PLLC 401(k) reported $56K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Nick Rice signed William Phillip Lewis PLLC's 2023 Form 5500 as plan administrator.

Nick Rice — 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

William Phillip Lewis PLLC's EIN is 82-4021458.

EIN 82-4021458

Plan number 001

Plan year 2023

ACK ID 20240917155441NAL0004378224001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for William Phillip Lewis PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

William Phillip Lewis PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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