How big is Philip ALAN Inc.'s plan?

Philip ALAN Inc.'s plan reported $350K in assets and 41 participants for 2023.

Original filing (PDF)20240718102541NAL0005625697001

Philip ALAN Inc.

Name: Philip ALAN Inc. — Philip ALAN Inc. 401(k) Profit, Form 5500 (2023)
Creator: Philip ALAN Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Philip ALAN Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Philip ALAN Inc.'s Philip ALAN Inc. 401(k) Profit Sharing Plan & Trust held $350K in plan assets for 41 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

People on this filing

Lauren Avery signed Philip ALAN Inc.'s 2023 Form 5500 as plan administrator.

Lauren Avery — 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

Philip ALAN Inc.'s EIN is 57-1199011.

EIN 57-1199011

Plan number 001

Plan year 2023

ACK ID 20240718102541NAL0005625697001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Philip ALAN Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Philip ALAN 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

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 (85th percentile).

Plan sponsor

Name

PHILIP ALAN INC

EIN

all filings

Address

1050 MASSACHUSETTS AVE · CAMBRIDGE, MA · 02138

Phone

(781) 270-9200

Industry

Other Services (ex. Public Admin)

Plan administrator