Original filing (PDF)20250824102050NAL0012105840001

PHILLIPS WAY INC

Name: PHILLIPS WAY INC — PHILLIPS WAY, INC. 401K PLAN, Form 5500 (2023)
Creator: PHILLIPS WAY INC

Form 5500-SF

FILING_RECEIVED

PHILLIPS WAY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 PHILLIPS WAY INC.

Plan sponsor

Name

PHILLIPS WAY INC

EIN

52-1057083

Address

2901 DEDE RD STE 200 · FINKSBURG, MD · 210482328

Phone

(410) 526-0966

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-08-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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