How big is Phils Tavern, Inc.'s plan?

Phils Tavern, Inc.'s plan reported $793K in assets and 43 participants for 2024.

Original filing (PDF)20250328135114NAL0001186129001

Phils Tavern, Inc.

Name: Phils Tavern, Inc. — PHIL'S Tavern Retirement Plan, Form 5500 (2024)
Creator: Phils Tavern, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHIL'S Tavern Retirement Plan

401(k) retirement plan · Phils Tavern, Inc.'s PHIL'S Tavern Retirement Plan held $793K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

Brian LUPO signed Phils Tavern, Inc.'s 2024 Form 5500 as plan administrator.

Brian LUPO — 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

Phils Tavern, Inc.'s EIN is 23-2336886.

EIN 23-2336886

Plan number 001

Plan year 2024

ACK ID 20250328135114NAL0001186129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phils Tavern, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phils Tavern, Inc.'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 PHILS TAVERN, 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

Knocking points off