How big is James Phillips P.A.'s plan?

James Phillips P.A.'s plan reported $48K in assets and 2 participants for 2024.

Original filing (PDF)20251103134343NAL0016398226001

James Phillips P.A.

Name: James Phillips P.A. — Oxenfree Capital LLC 401(k), Form 5500 (2024)
Creator: James Phillips P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oxenfree Capital LLC 401(k) Plan

401(k) retirement plan · James Phillips P.A.'s Oxenfree Capital LLC 401(k) Plan held $48K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Richard Tatum signed James Phillips P.A.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

James Phillips P.A.'s EIN is 92-3655730.

EIN 92-3655730

Plan number 001

Plan year 2024

ACK ID 20251103134343NAL0016398226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Phillips P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Phillips P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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