Original filing (PDF)20230517112022NAL0002813056001

J R PHILLIPS & ASSOCIATES PC

Name: J R PHILLIPS & ASSOCIATES PC — J R PHILLIPS & ASSOCIATES PC 401(K) P/S PLAN, Form 5500 (2022)
Creator: J R PHILLIPS & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

J R PHILLIPS & ASSOCIATES PC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 J R PHILLIPS & ASSOCIATES PC.

Plan sponsor

Name

J R PHILLIPS & ASSOCIATES PC

EIN

84-1345874

Address

7700 E ARAPAHOE RD STE 100 · CENTENNIAL, CO · 80112

Phone

(303) 741-2400

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-02

Filed

2023-05-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ROBERTA K FELDMAN

ROBERTA K FELDMAN 401K PROFIT SHARING PLAN

ELDER & PHILLIPS, P.C.

ELDER & PHILLIPS, P.C. CUSTOM 401(K) PLAN AND TRUST

ENGINEERING INSPECTION TECHNOL

ENGINEERING INSPECTION TECHNOL 401(K) PROFIT SHARING PLAN & TRUST

$0 · 7 participants

SALTZMAN & EVINCH PLLC

SALTZMAN & EVINCH PLLC 401(K)PLAN

RUSS SUNDQUIST LAW FIRM LTD.

RUSS SUNDQUIST LAW FIRM LTD. PROFIT SHARING PLAN