How big is Phillip Allen Inc.'s plan?

Phillip Allen Inc.'s plan reported $2.0M in assets and 20 participants for 2025.

Original filing (PDF)20260427111914NAL0004804547001

Phillip Allen Inc.

Name: Phillip Allen Inc. — Phillip Allen Inc. 401(k) Plan, Form 5500 (2025)
Creator: Phillip Allen Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillip Allen Inc. 401(k) Plan

401(k) retirement plan · Phillip Allen Inc.'s Phillip Allen Inc. 401(k) Plan held $2.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Janine Gieck signed Phillip Allen Inc.'s 2025 Form 5500 as plan administrator.

Janine Gieck — 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

Phillip Allen Inc.'s EIN is 20-3782360.

EIN 20-3782360

Plan number 001

Plan year 2025

ACK ID 20260427111914NAL0004804547001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phillip Allen Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phillip Allen Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIP ALLEN INC..

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score