How big is PHL Associates, Inc.'s plan?

PHL Associates, Inc.'s plan reported $3.3M in assets and 11 participants for 2024.

Original filing (PDF)20250721141907NAL0002035632001

PHL Associates, Inc.

Name: PHL Associates, Inc. — PHL Associates, Inc. 401(k), Form 5500 (2024)
Creator: PHL Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHL Associates, Inc. 401(k) Plan & Trust

401(k) retirement plan · PHL Associates, Inc.'s PHL Associates, Inc. 401(k) Plan & Trust held $3.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

JAN Welborn signed PHL Associates, Inc.'s 2024 Form 5500 as plan administrator.

JAN Welborn — 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

PHL Associates, Inc.'s EIN is 68-0113910.

EIN 68-0113910

Plan number 001

Plan year 2024

ACK ID 20250721141907NAL0002035632001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PHL Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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