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PHELPS-TOINTON, INC. — PHELPS-TOINTON, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251003153350NAL0000885587001
PHELPS-TOINTON, INC.
Form 5500-SF
FILING_RECEIVED
PHELPS-TOINTON, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
37
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHELPS-TOINTON, INC.
.
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Plan sponsor
Name
PHELPS-TOINTON, INC.
EIN
84-1109079
Address
P.O. BOX 9 · GREELEY, CO · 806320009
Phone
(970) 353-7000
Industry
Management of Companies / Holdings
see all
Plan administrator
Name
ADVISORY COMMITTEE
EIN
84-1121423
City
GREELEY, CO
Phone
(970) 353-7000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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