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PHASE, INC. — PHASE INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250504203144NAL0004705507001
PHASE, INC.
Form 5500-SF
FILING_RECEIVED
PHASE INC. PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
15
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHASE, INC.
.
Find decision makers
Plan sponsor
Name
PHASE, INC.
EIN
52-0908567
Address
1604 BACK ACRE CIRCLE · MT. AIRY, MD · 21771
Phone
(301) 829-7940
Industry
Manufacturing
see all
Plan administrator
Name
PHASE, INC.
EIN
52-0908567
City
MT. AIRY, MD
Phone
(301) 829-7940
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-04
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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