The Phillies 401(K) Incentive Savings Plan — Form 5500 plan (The Phillies)
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, The Phillies 401(K) Incentive Savings Plan is a benefit plan reported by The Phillies under EIN 23-2186951 and plan number 004. The latest loaded filing year is 2023. The filing reports 459 participants and $72,146,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Phillies
- EIN
- 23-2186951
- Plan number
- 004
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $72,146,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20241015133657NAL0016505651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,146,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,146,390
- Net assets (BOY)
- $60,044,586
Income & contributions
- Employer contributions
- $728,113
- Participant contributions
- $4,195,110
- Total contributions
- $5,440,843
- Total income / additions
- $16,640,231
Expenses & distributions
- Benefits paid
- $4,487,472
- Administrative expenses
- $50,955
- Total expenses
- $4,538,427
- Net increase / (decrease)
- $12,101,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $51,830 | $0 | 2023 |