Julie Radulovich signed Gerald H Phipps, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerald H Phipps, Inc.'s EIN is 84-0423359.
Download the official 2023 Form 5500 (PDF) for Gerald H Phipps, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Gerald H Phipps, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Gerald H. Phipps, Inc.* Gerald H. Phipps, Inc. common stock (100,000 shares, $0.02 par value) | Common Stocks | — | $11.3M | $50.0M | 90.6% | |
| Key Bank Interest-bearing cash | Cash / Money Market | — | $248K | $248K | 0.4% |
