How big is Phillips Wealth Planners' plan?

Phillips Wealth Planners' plan reported $3.8M in assets and 6 participants for 2025.

Original filing (PDF)20260323145449NAL0002183571001

Phillips Wealth Planners

Name: Phillips Wealth Planners — Phillips Wealth Planners, Form 5500 (2025)
Creator: Phillips Wealth Planners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phillips Wealth Planners 401(k) Profit Sharing Plan

401(k) retirement plan · Phillips Wealth Planners' Phillips Wealth Planners 401(k) Profit Sharing Plan held $3.8M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Phillips Wealth Planners' EIN is 92-0274409.

EIN 92-0274409

Plan number 001

Plan year 2025

ACK ID 20260323145449NAL0002183571001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Phillips Wealth Planners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Phillips Wealth Planners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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