How big is Wright & Phillips' plan?

Wright & Phillips' plan reported $550K in assets and 4 participants for 2022.

Original filing (PDF)20230606145108NAL0039069776001

Wright & Phillips

Name: Wright & Phillips — Wright & Phillips Self Employed, Form 5500 (2022)
Creator: Wright & Phillips
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wright & Phillips Self Employed Profit Sharing Plan

Defined-contribution retirement plan · Wright & Phillips' Wright & Phillips Self Employed Profit Sharing Plan held $550K in plan assets for 4 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

People on this filing

Morris Phillips signed Wright & Phillips' 2022 Form 5500 as plan administrator.

Morris 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

Wright & Phillips' EIN is 64-0538348.

EIN 64-0538348

Plan number 001

Plan year 2022

ACK ID 20230606145108NAL0039069776001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wright & Phillips from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wright & Phillips' plan includes money-purchase contributions.

Decision-maker contacts

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

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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