A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?KATHERINE S. PHILLIPS, DDS, PLLC
KATHERINE S. PHILLIPS, DDS, PLLC 401(K) PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Mar 10, 2026Verified current terms Not available
Plan summary
The numbers that matter first
53plan health
high confidence
high confidence
$1,374 was reported per active participant, but this is not a match limit.
tly to each participant’s account on a quarterly basis.
01 Interest income on notes receivable from participants 2,255 Other additions 29 Total additions 1,177,645 Deductions Distributions to participants or their beneficiaries 838,321 Administrative expenses 1,480 Total deductions 839,801 Transfer from Marathon Oil Company Thrift Plan 793,794 Net increase 1,131,638 Net assets available for benefits Beginning of year 6,708,393 End of year $ 7,840,031 See Notes to Financial Statements.
d by units of CCTs and a STIF.
brokerage account feature (see Note 3).
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 1.4% of assets
How the score works →What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202529out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions38th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expense9th percentileTypical peer $71 · based on 50,652 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, KATHERINE S. PHILLIPS, DDS, PLLC reported $12,369 in employer contributions across this plan, or $1,374 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $12,369 $1,374 per active participant
- Participant contributions
- $68,007
- Other contributions
- $0 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 15.4%
- Active participants
- 9 Small plan
- Total participants
- 9 10 at the beginning of the year
- Ending assets
- $805,151 $89,461 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $618,386
- Ending net assets
- $805,151
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $197,917
- Total expenses
- $11,152
- Administrative expenses
- $11,152 $1,239 per active participant
- Participant loans
- $11,425 1.4% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$1,374
2025
$1,239
2025
9
2025
$805,151
2025
1.4%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $1,374 | 9 | 805.2K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 1.4%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 821841983-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2006
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025CONOCOPHILLIPS — 11-K filed 2026-06-24 ↗
Official filing · details not yet checkedWhat it says about vesting
tly to each participant’s account on a quarterly basis. The benefit to which a participant is entitled is the balance in the participant’s vested account. Vesting Participants are immediately vested in their own contributions, company match and discretionary contributions. Participants in the CRC are 100 % vested after three years of service with the Company. 6 Voting Rights As a beneficial owner of ConocoPhillips Stock, Plan participants and beneficiaries are entitled to direct the trustee to vote the ConocoPhillips Stock attributable to their accounts. Diversification Generally, participants may make unlimited exchanges out of any investment fund in any dollar amount, whole percentages, or shares of their account to another investment fund subject to the exchange rules of the Plan. In ad
What it says about fees
01 Interest income on notes receivable from participants 2,255 Other additions 29 Total additions 1,177,645 Deductions Distributions to participants or their beneficiaries 838,321 Administrative expenses 1,480 Total deductions 839,801 Transfer from Marathon Oil Company Thrift Plan 793,794 Net increase 1,131,638 Net assets available for benefits Beginning of year 6,708,393 End of year $ 7,840,031 See Notes to Financial Statements. 5 Notes to Financial Statements ConocoPhillips Savings Plan Note 1-- Plan Description The following description of the ConocoPhillips Savings Plan (Plan) is as of December 31, 2025 and provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General The Plan is a defined contributio
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260310213026NAL0004677520001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗