How big is Richard Phillips' plan?

Richard Phillips' plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260501145825NAL0001720960001

Richard Phillips

Name: Richard Phillips — Richard Phillips Profit Sharing, Form 5500 (2025)
Creator: Richard Phillips
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Phillips Profit Sharing Plan

Defined-contribution retirement plan · Richard Phillips' Richard Phillips Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Richard Phillips signed Richard Phillips' 2025 Form 5500 as plan administrator.

Richard Phillips — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Richard Phillips' EIN is 52-1821871.

EIN 52-1821871

Plan number 001

Plan year 2025

ACK ID 20260501145825NAL0001720960001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Richard Phillips' plan includes profit-sharing, life insurance.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

RICHARD PHILLIPS

EIN

all filings

Address

9707 OCEAN GATEWAY · EASTON, MD · 21601

Phone

(410) 822-9560

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator