How big is Phipps & Bird Inc.'s plan?

Phipps & Bird Inc.'s plan reported $954K in assets and 10 participants for 2024.

Original filing (PDF)20250422120726NAL0006406192001

Phipps & Bird Inc.

Name: Phipps & Bird Inc. — Phipps & Bird 401(k) Profit, Form 5500 (2024)
Creator: Phipps & Bird Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phipps & Bird 401(k) Profit Sharing Plan

401(k) retirement plan · Phipps & Bird Inc.'s Phipps & Bird 401(k) Profit Sharing Plan held $954K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

People on this filing

MS. Patricia Skaperdas signed Phipps & Bird Inc.'s 2024 Form 5500 as plan administrator.

MS. Patricia Skaperdas — 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

Phipps & Bird Inc.'s EIN is 54-1549379.

EIN 54-1549379

Plan number 001

Plan year 2024

ACK ID 20250422120726NAL0006406192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phipps & Bird Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phipps & Bird 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