Original filing (PDF)20250730135223NAL0006799072001

PHILLIP B. WHITE COMPANY, FINANCIAL & INSURANCE

Name: PHILLIP B. WHITE COMPANY, FINANCIAL & INSURANCE — PHILLIP B. WHITE CO. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PHILLIP B. WHITE COMPANY, FINANCIAL & INSURANCE

Form 5500-SF

FILING_RECEIVED

PHILLIP B. WHITE CO. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 PHILLIP B. WHITE COMPANY, FINANCIAL & INSURANCE.

Plan sponsor

Name

PHILLIP B. WHITE COMPANY, FINANCIAL & INSURANCE

EIN

94-2969382

Address

11573 LOS OSOS VALLEY RD., STE, D · SAN LUIS OBISPO, CA · 93405

Phone

(925) 736-2108

Industry

Finance & Insurancesee 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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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