Original filing (PDF)20250703105133NAL0000956656001

GEORGE J PHILLIPS INC

Name: GEORGE J PHILLIPS INC — GEORGE J PHILLIPS INC SELF-EMPLOYED 401 (K) M PLAN, Form 5500 (2024)
Creator: GEORGE J PHILLIPS INC

Form 5500-SF

FILING_RECEIVED

GEORGE J PHILLIPS INC SELF-EMPLOYED 401 (K) M PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE J PHILLIPS INC.

Plan sponsor

Name

GEORGE J PHILLIPS INC

EIN

11-2152239

Address

1 NICOLE CT · COPIAGUE, NY · 117261058

Phone

(631) 223-6234

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-03

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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