How big is Phillips Wealth Management's plan?

Phillips Wealth Management's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20260220121144NAL0012136818001

Phillips Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Phillips Wealth Management GFB Benefit Plan

Health & welfare plan · Phillips Wealth Management's Phillips Wealth Management GFB Benefit Plan held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Rachel Mosely signed Phillips Wealth Management's 2024 Form 5500 as plan administrator.

Rachel Mosely — 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

Phillips Wealth Management's EIN is 82-4397511.

EIN 82-4397511

Plan number 501

Plan year 2024

ACK ID 20260220121144NAL0012136818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phillips Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phillips Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score