How big is Phillips & Associates, Inc.'s plan?

Phillips & Associates, Inc.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20251013114905NAL0001159409001

Phillips & Associates, Inc.

Name: Phillips & Associates, Inc. — Phillips Group, Inc., Form 5500 (2024)
Creator: Phillips & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Phillips & Associates, Inc.'s Phillips Group, Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Letha Phillips signed Phillips & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Letha 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

Phillips & Associates, Inc.'s EIN is 58-2413236.

EIN 58-2413236

Plan number 001

Plan year 2024

ACK ID 20251013114905NAL0001159409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

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 (89th percentile).

Plan sponsor

Name

PHILLIPS & ASSOCIATES, INC.

EIN

all filings

Address

125 EAST DOYLE STREET · TOCCOA, GA · 30577

Phone

(706) 886-9922

Industry

Other Services (ex. Public Admin)

Plan administrator