Form 5500 Search

DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL

EIN 85-4216721LODI, CA

DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL (EIN 85-4216721) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $721K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
6
Total assets
$721K
A DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL employee? See the DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 85-4216721

Form 5500 search →
PlanPlan #ParticipantsAssets
PHILLIPS FINANCIAL 401K PROFIT SHARING PLAN0016$721K

About this EIN

85-4216721 is the Employer Identification Number (EIN) DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLI… EIN & Form 5500