Original filing (PDF)20251015183018NAL0002871251001

PHIL MOOK ENTERPRISES, INC.

Name: PHIL MOOK ENTERPRISES, INC. — PHIL MOOK ENTERPRISES, INC. PENSION PLAN, Form 5500 (2024)
Creator: PHIL MOOK ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

PHIL MOOK ENTERPRISES, INC. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 PHIL MOOK ENTERPRISES, INC..

Plan sponsor

Name

PHIL MOOK ENTERPRISES, INC.

EIN

59-1362247

Address

1108 W BRANDON BLVD · BRANDON, FL · 33511

Phone

(813) 681-4841

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

BOB RHODES COMPANY

BOB RHODES COMPANY 401(K) PLAN

$3.9M · 84 participants

DIBELLA'S OLD FASHIONED SUBMARINES LLC

DIBELLA'S OLD FASHIONED SUBMARINES 401(K) PLAN

$3.9M · 281 participants

ZULLAS, LC

CAFE ZUPAS EMPLOYEE RETIREMENT PLAN

$3.9M · 538 participants

R.E.E., INC.

R.E.E., INC. 401(K) PROFIT SHARING PLAN

$4.0M · 480 participants

GLOBE CORNERS MFG. CO., INC.

DUNKIN DONUTS RETIREMENT PLAN

$3.9M · 67 participants