How big is Phillips Business Forms, Inc.'s plan?

Phillips Business Forms, Inc.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20251216130444NAL0002776529001

Phillips Business Forms, Inc.

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

Form 5500-SF

FILING_RECEIVED

Phillips Business Forms, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Phillips Business Forms, Inc.'s Phillips Business Forms, Inc. Profit Sharing Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Phillips Business Forms, Inc.'s EIN is 59-1764168.

EIN 59-1764168

Plan number 002

Plan year 2024

ACK ID 20251216130444NAL0002776529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Business Forms, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILLIPS BUSINESS FORMS, INC..

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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