Original filing (PDF)20250911114414NAL0000451745001

PHIL MOOK ENTERPRISES, INC.

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

Form 5500-SF

FILING_RECEIVED

PHIL MOOK ENTERPRISES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 WEST BRANDON BLVD. · BRANDON, FL · 335114128

Phone

(813) 681-4841

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2D · Offset of another plan

Welfare benefit codes

4B · Life Insurance

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

MITCHELL MANAGEMENT

MITCHELL MANAGEMENT 401(K) SAVINGS PLAN

$2.5M · 33 participants

BARNAM MANAGEMENT, INC.

BARNAM MANAGEMENT 401(K) PLAN

$2.6M · 95 participants

KRYSTAL RESTAURANTS LLC

KRYSTAL RESTAURANTS LLC 401(K) PLAN

$2.5M · 1,532 participants

CLK MANAGEMENT COMPANY, INC.

CLK MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN

$2.5M · 185 participants

CELEBRATION RESTAURANT GROUP LLC

CELEBRATION RESTAURANT GROUP 401(K) PLAN