DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k) Plan
What public Form 5500 filings show about the DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k) plan — and how to find and check your own account.
The DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k) on its latest Form 5500
DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL (EIN 85-4216721) reports PHILLIPS FINANCIAL 401K PROFIT SHARING PLAN on its most recent Form 5500, with $721K in plan assets across 6 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 DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL filing — schedules, fees, and providers.
Who runs the DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k)?
DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL’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 DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIALHR for the recordkeeper’s name and login.
How to check your DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).