Original filing (PDF)20250313091345NAL0034606288001

PHB REALTY COMPANY, LLC

Name: PHB REALTY COMPANY, LLC — PHB REALTY COMPANY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHB REALTY COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

PHB REALTY COMPANY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 PHB REALTY COMPANY, LLC.

Plan sponsor

Name

PHB REALTY COMPANY, LLC

EIN

43-1826463

Address

8300 COLLEGE BLVD, SUITE 130 · OVERLAND PARK, KS · 66210

Phone

(913) 661-8559

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

JUKEBOX ASSOCIATES, INC.

JUKEBOX ASSOCIATES INC. 401(K) PROFIT SHARING PLAN

$2.2M · 6 participants

RUSSO REAL ESTATE

RUSSO REAL ESTATE PENSION PLAN

$2.2M

PASTER PROPERTIES, LLC

PASTER PROPERTIES 401(K) PLAN

$2.2M · 8 participants

HIDDEN COVE, LLC

HIDDEN COVE, LLC CASH BALANCE PLAN

$2.2M · 2 participants

HUNKY DORY INVESTMENTS, INC.

HUNKY DORY INVESTMENTS, INC. INDIVIDUAL (K)

$2.2M · 5 participants