How big is Phillips CI LLC's plan?

Phillips CI LLC's plan reported $101K in assets and 156 participants for 2023.

Original filing (PDF)20241220120102NAL0005563233001

Phillips CI LLC

Name: Phillips CI LLC — Phillips CI LLC 401(k) Profit, Form 5500 (2023)
Creator: Phillips CI LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips CI LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillips CI LLC's Phillips CI LLC 401(k) Profit Sharing Plan & Trust held $101K in plan assets for 156 participants in 2023.

Signals · 2

Late filing · 1.1 moNo auditor on file

Active participants

156

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Sarah M. Whiteman signed Phillips CI LLC's 2023 Form 5500 as plan administrator.

Sarah M. Whiteman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phillips CI LLC's EIN is 14-2005333.

EIN 14-2005333

Plan number 001

Plan year 2023

ACK ID 20241220120102NAL0005563233001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillips CI LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillips CI LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS CI LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score