How big is Lynn Phillips, Incorporated's plan?

Lynn Phillips, Incorporated's plan reported $2.6M in assets and 3 participants for 2023.

Original filing (PDF)20240517115035NAL0052339184001

Lynn Phillips, Incorporated

Name: Lynn Phillips, Incorporated — Lynn Phillips, Form 5500 (2023)
Creator: Lynn Phillips, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lynn Phillips, Incorporated 401(k) Profit Sharing Plan

401(k) retirement plan · Lynn Phillips, Incorporated's Lynn Phillips, Incorporated 401(k) Profit Sharing Plan held $2.6M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Lynn Phillips, Incorporated's EIN is 64-0701463.

EIN 64-0701463

Plan number 001

Plan year 2023

ACK ID 20240517115035NAL0052339184001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lynn Phillips, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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