Phillips and Rust, Dds, PLLC

Form 5500

PHILLIPS AND RUST, DDS, PLLC

400 Laboratory Road, Suite 101, Oak Ridge, Tn 37830 (865) 483-7851 EIN:83-2954062 Plan Admin:Paul Jeffrey Phillips, Dds

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NamePHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,789,369 / $1,729,747	2022	PHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN - Plan #002	13 / 13	$1,789,369 / $1,729,747
2022	Plan NamePHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$4,193,026 / $1,462,918	2022	PHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$4,193,026 / $1,462,918
2021	Plan NamePHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$3,614,921 / $4,193,026	2021	PHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN - Plan #001	14 / 14	$3,614,921 / $4,193,026
2021	Plan NamePHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,413,836 / $1,789,369	2021	PHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN - Plan #002	13 / 13	$1,413,836 / $1,789,369
2020	Plan NamePHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$2,904,847 / $3,614,921	2020	PHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING PLAN - Plan #001	13 / 14	$2,904,847 / $3,614,921
2020	Plan NamePHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$1,089,870 / $1,413,836	2020	PHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN - Plan #002	13 / 13	$1,089,870 / $1,413,836
2019	Plan NamePHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,350,386 / $2,904,847	2019	PHILLIPS AND RUST, DDS, PLLC 401(K) PROFIT SHARING - Plan #001	13 / 13	$2,350,386 / $2,904,847
2019	Plan NamePHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$816,599 / $1,089,870	2019	PHILLIPS AND RUST, DDS, PLLC CASH BALANCE PLAN - Plan #002	13 / 13	$816,599 / $1,089,870