Original filing (PDF)20250721141907NAL0002035632001

PHL ASSOCIATES, INC.

Name: PHL ASSOCIATES, INC. — PHL ASSOCIATES, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: PHL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

PHL ASSOCIATES, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 PHL ASSOCIATES, INC..

Plan sponsor

Name

PHL ASSOCIATES, INC.

EIN

68-0113910

Address

24711 COUNTY ROAD, SUITE 100A · DAVIS, CA · 956169410

Phone

(877) 566-7722

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

PROTHERA INC.

PROTHERA 401(K) AND PROFIT SHARING PLAN

$3.3M · 145 participants

PROTAB LABORATORIES

PROTAB LABORATORIES 401(K) PLAN

$3.3M · 119 participants

INTERNATIONAL ISOTOPES, INC.

INTERNATIONAL ISOTOPES, INC. 401(K) PROFIT SHARING PLAN

$3.3M · 38 participants

ARNET PHARMACEUTICAL CORP

ARNET PHARMACEUTICAL CORP 401K

$3.2M · 357 participants

PHARMA NOBIS, LLC

PHARMA NOBIS, LLC 401(K) PLAN

$3.3M · 126 participants