Original filing (PDF)20250929134740NAL0010933617001

G. PHILLIPS AND SONS, LLC

Name: G. PHILLIPS AND SONS, LLC — G. PHILLIPS AND SONS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: G. PHILLIPS AND SONS, LLC

Form 5500-SF

FILING_RECEIVED

G. PHILLIPS AND SONS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 G. PHILLIPS AND SONS, LLC.

Plan sponsor

Name

G. PHILLIPS AND SONS, LLC

EIN

45-3475646

Address

8987 WILDLIFE LOOP · SARASOTA, FL · 34238

Phone

(251) 269-7246

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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