2023 Form 5500 filing — Phipps Inc Employee Stock Ownership 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 20240613124505NAL0062738626001) for Phipps Inc Employee Stock Ownership Plan, reported by Phipps, Inc under EIN 42-1362639 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240613124505NAL0062738626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phipps, Inc
- EIN
- 42-1362639
- Plan number
- 001
- Location
- Cherokee, IA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,358,804
- Net assets (EOY)
- $8,358,804
- Employer contributions
- $2,500
- Total income / additions
- -$125,904
- Benefits paid
- $15,000
- Total expenses
- $52,353
- Net increase / (decrease)
- -$178,257
- Schedule source
- Schedule I