Original filing (PDF)20250514183840NAL0019274513001

David Phillips SOLE Proprietor DBA Phillips Financial

Name: David Phillips SOLE Proprietor DBA Phillips Financial — Form 5500 Plan 001 (2024)
Creator: David Phillips SOLE Proprietor DBA Phillips Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Financial 401(k) Profit Sharing Plan

401(k) retirement plan · David Phillips SOLE Proprietor DBA Phillips Financial's Phillips Financial 401(k) Profit Sharing Plan held $721K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

Plan identifiers

David Phillips SOLE Proprietor DBA Phillips Financial's EIN is 85-4216721.

EIN 85-4216721

Plan number 001

Plan year 2024

ACK ID 20250514183840NAL0019274513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Phillips SOLE Proprietor DBA Phillips Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Phillips SOLE Proprietor DBA Phillips Financial's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL.

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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