How big is Phoenix Neurological Associates, Ltd.'s plan?

Phoenix Neurological Associates, Ltd.'s plan reported $9.3M in assets and 3 participants for 2024.

Original filing (PDF)20250407180047NAL0026003744001

Phoenix Neurological Associates, Ltd.

Name: Phoenix Neurological Associates, Ltd. — Phoenix, Form 5500 (2024)
Creator: Phoenix Neurological Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Neurological Associates, Ltd. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Phoenix Neurological Associates, Ltd.'s Phoenix Neurological Associates, Ltd. Profit Sharing Plan and Trust held $9.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.2M

Plan identifiers

Phoenix Neurological Associates, Ltd.'s EIN is 86-0217237.

EIN 86-0217237

Plan number 006

Plan year 2024

ACK ID 20250407180047NAL0026003744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Neurological Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Neurological Associates, Ltd.'s plan includes profit-sharing, 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 PHOENIX NEUROLOGICAL ASSOCIATES, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PHOENIX NEUROLOGICAL ASSOCIATES, LTD.

EIN

all filings

Address

5070 N. 40TH STREET, SUITE 125 · PHOENIX, AZ · 85018

Phone

(602) 258-3354

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator