How big is Phillips Trucking & Excavating I's plan?

Phillips Trucking & Excavating I's plan reported $200K in assets and 7 participants for 2023.

Original filing (PDF)20240805113231NAL0001038065001

Phillips Trucking & Excavating I

Name: Phillips Trucking & Excavating I — Phillips 401(k), Form 5500 (2023)
Creator: Phillips Trucking & Excavating I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips 401(k)

401(k) retirement plan · Phillips Trucking & Excavating I's Phillips 401(k) held $200K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

People on this filing

Mary Gibson signed Phillips Trucking & Excavating I's 2023 Form 5500 as plan administrator.

Mary Gibson — 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 Trucking & Excavating I's EIN is 38-3577368.

EIN 38-3577368

Plan number 001

Plan year 2023

ACK ID 20240805113231NAL0001038065001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phillips Trucking & Excavating I from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phillips Trucking & Excavating I'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 TRUCKING & EXCAVATING I.

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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