How big is J. Philips Mortgage Inc.'s plan?

J. Philips Mortgage Inc.'s plan reported $1.0M in assets and 9 participants for 2024.

Original filing (PDF)20250929123051NAL0005025475001

J. Philips Mortgage Inc.

Name: J. Philips Mortgage Inc. — J. Philips Mortgage, Form 5500 (2024)
Creator: J. Philips Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Philips Mortgage 401(k) Plan

401(k) retirement plan · J. Philips Mortgage Inc.'s J. Philips Mortgage 401(k) Plan held $1.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

CODY Burnette signed J. Philips Mortgage Inc.'s 2024 Form 5500 as plan administrator.

CODY Burnette — 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

J. Philips Mortgage Inc.'s EIN is 26-0381657.

EIN 26-0381657

Plan number 001

Plan year 2024

ACK ID 20250929123051NAL0005025475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Philips Mortgage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Philips Mortgage 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 J. PHILIPS MORTGAGE 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