2023 Form 5500 filing — Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings 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 20241009123219NAL0009193667001) for Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings Plan, reported by Phillips Infrastructure Holdings, Inc. under EIN 82-3206761 and plan number 002. It reports 1,828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$65.8MReported net assets$65,810,367
Participants1.8K1,828
Provider compensation$192K2 Schedule C row(s)$192,029
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009123219NAL0009193667001
Plan sponsor
Phillips Infrastructure Holdings, Inc.
EIN
82-3206761
Plan number
002
Location
Knoxville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$65.8M total assets
Net assets$65.8MLiabilities$0
Money in vs. money out
Total income / additions$19.2M
Total expenses$6.3M
Benefits paid / distributions$6.1M
Contributions
Employer$2.1M
Participant$6.8M
Full reported line items
Total assets (EOY)
$65,810,367
Total liabilities (EOY)
$0
Net assets (EOY)
$65,810,367
Employer contributions
$2,127,941
Participant contributions
$6,838,443
Total income / additions
$19,245,127
Benefits paid
$6,119,930
Administrative expenses
$192,029
Total expenses
$6,337,928
Net increase / (decrease)
$12,907,199
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $140.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $51.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009123219NAL0009193667001 cover?
It is the 2023 Form 5500 filing for Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings Plan, reported by Phillips Infrastructure Holdings, Inc. (EIN 82-3206761).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages