Phipps Houses & Affiliates 401(K) Plan — Form 5500 plan (Phipps Houses)
Plain-English plan 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, Phipps Houses & Affiliates 401(K) Plan is a benefit plan reported by Phipps Houses under EIN 11-1187480 and plan number 002. The latest loaded filing year is 2023. The filing reports 593 participants and $24,668,754 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24.7MPlan net assets, end of year$24,668,754
Participants593Covered participants reported
Assets / participant$41.6KComputed: assets ÷ participants$41,600 (computed)
Provider compensation$92.5K1 Schedule C provider row(s)$92,461
- Plan sponsor
- Phipps Houses
- EIN
- 11-1187480
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241015193201NAL0017116579001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$24.7M total assets
Net assets$24.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $24,668,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,668,754
- Net assets (BOY)
- $19,727,627
Income & contributions
- Employer contributions
- $1,097,004
- Participant contributions
- $2,182,612
- Total contributions
- $4,016,460
- Total income / additions
- $7,430,249
Expenses & distributions
- Benefits paid
- $2,396,662
- Administrative expenses
- $92,460
- Total expenses
- $2,489,122
- Net increase / (decrease)
- $4,941,127
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,461 | $0 | 2023 |