Original filing (PDF)20231128141637NAL0016173986001

PHELPS FARMS INC.

Name: PHELPS FARMS INC. — PHELPS FARMS INC. SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: PHELPS FARMS INC.

Form 5500-SF

FILING_RECEIVED

PHELPS FARMS INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 PHELPS FARMS INC..

Plan sponsor

Name

PHELPS FARMS INC.

EIN

31-1152199

Address

110 S MILL ST · MILFORD CENTER, OH · 43045

Phone

(937) 349-6201

Industry

Transportation & Warehousingsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Transportation & Warehousing plans

MACH 1 AIR SERVICES, INC.

MACH 1 AIR SERVICES, INC PSP AND TRUST

ZIPPP3 TRANSPORT LLC

ZIPPP3 TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST

BSI EQUIPMENT, LLC

BSI EQUIPMENT, LLC 401(K) PLAN

MID-PACIFIC TRANSPORTATION, INC.

MID-PACIFIC TRANSPORTATION 401(K) PLAN

ATS LOGISTICS

ATS LOGISTICS SOCA BENEFIT PLAN