How big is Phillips and RUST, DDS, PLLC's plan?

Phillips and RUST, DDS, PLLC's plan reported $2.4M in assets and 15 participants for 2024.

Original filing (PDF)20251002114540NAL0000281459001

Phillips and RUST, DDS, PLLC

Name: Phillips and RUST, DDS, PLLC — Phillips and RUST, Form 5500 (2024)
Creator: Phillips and RUST, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips and RUST, DDS, PLLC Cash Balance Plan

Defined-benefit pension plan · Phillips and RUST, DDS, PLLC's Phillips and RUST, DDS, PLLC Cash Balance Plan held $2.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Paul Jeffrey Phillips, DDS signed Phillips and RUST, DDS, PLLC's 2024 Form 5500 as plan administrator.

Paul Jeffrey Phillips, DDS — 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 and RUST, DDS, PLLC's EIN is 83-2954062.

EIN 83-2954062

Plan number 002

Plan year 2024

ACK ID 20251002114540NAL0000281459001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips and RUST, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips and RUST, DDS, PLLC's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score