How big is Maggie L. Phillips, DMD, LLC's plan?

Maggie L. Phillips, DMD, LLC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250616155613NAL0001784096001

Maggie L. Phillips, DMD, LLC

Name: Maggie L. Phillips, DMD, LLC — Maggie L. Phillips, Form 5500 (2024)
Creator: Maggie L. Phillips, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maggie L. Phillips, DMD, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Maggie L. Phillips, DMD, LLC's Maggie L. Phillips, DMD, LLC 401(k) Profit Sharing Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Wendi Newton signed Maggie L. Phillips, DMD, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Maggie L. Phillips, DMD, LLC's EIN is 99-1131381.

EIN 99-1131381

Plan number 002

Plan year 2024

ACK ID 20250616155613NAL0001784096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maggie L. Phillips, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maggie L. Phillips, DMD, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAGGIE L. PHILLIPS, DMD, LLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off