2023 Form 5500 filing — Phillips Enterprises, Inc. 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240425123242NAL0019418928001) for Phillips Enterprises, Inc. 401(K) Retirement Plan, reported by Phillips Enterprises, Inc. under EIN 04-2620522 and plan number 002. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240425123242NAL0019418928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phillips Enterprises, Inc.
- EIN
- 04-2620522
- Plan number
- 002
- Location
- Northampton, MA
- Participants
- 19
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,715,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,715,508
- Employer contributions
- $25,807
- Participant contributions
- $38,478
- Total income / additions
- $556,412
- Benefits paid
- $118,210
- Administrative expenses
- $3,855
- Total expenses
- $122,065
- Net increase / (decrease)
- $434,347
- Schedule source
- Schedule I