What public Form 5500 filings show about the A. Brian Phillips, P.A. 401(k) plan — and how to find and check your own account.
A. Brian Phillips, P.A. (EIN 59-3570234) reports A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $3.3M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full A. Brian Phillips, P.A. filing — schedules, fees, and providers.
A. Brian Phillips, P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask A. Brian Phillips, P.A.HR for the recordkeeper’s name and login.
