How big is Phillips and Associates, Inc.'s plan?

Phillips and Associates, Inc.'s plan reported $338K in assets and 5 participants for 2024.

Original filing (PDF)20251002135708NAL0000378419001

Phillips and Associates, Inc.

Name: Phillips and Associates, Inc. — Phillips Profit, Form 5500 (2024)
Creator: Phillips and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Profit Sharing Plan

401(k) retirement plan · Phillips and Associates, Inc.'s Phillips Profit Sharing Plan held $338K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan identifiers

Phillips and Associates, Inc.'s EIN is 48-1223446.

EIN 48-1223446

Plan number 001

Plan year 2024

ACK ID 20251002135708NAL0000378419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips and Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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