How big is Phillips Financial Strategies LLC's plan?

Phillips Financial Strategies LLC's plan reported $62K in assets and 3 participants for 2024.

Original filing (PDF)20251010095554NAL0007902961001

Phillips Financial Strategies LLC

Name: Phillips Financial Strategies LLC — William A., Form 5500 (2024)
Creator: Phillips Financial Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William A. Phillips Financial Services 401(k) Plan

401(k) retirement plan · Phillips Financial Strategies LLC's William A. Phillips Financial Services 401(k) Plan held $62K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

Plan identifiers

Phillips Financial Strategies LLC's EIN is 47-1726462.

EIN 47-1726462

Plan number 001

Plan year 2024

ACK ID 20251010095554NAL0007902961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Financial Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Financial Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS FINANCIAL STRATEGIES LLC.

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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

Knocking points off