How big is Phase, Inc.'s plan?

Phase, Inc.'s plan reported $4.6M in assets and 11 participants for 2025.

Original filing (PDF)20260512162847NAL0008772432001

Phase, Inc.

Name: Phase, Inc. — Phase Inc. Profit Sharing Plan and, Form 5500 (2025)
Creator: Phase, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phase Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Phase, Inc.'s Phase Inc. Profit Sharing Plan and Trust held $4.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

Phase, Inc.'s EIN is 52-0908567.

EIN 52-0908567

Plan number 001

Plan year 2025

ACK ID 20260512162847NAL0008772432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phase, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phase, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHASE, INC..

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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