Phillips Companies 401(K) Profit Sharing Plan — Form 5500 plan (Phillips Companies)
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, Phillips Companies 401(K) Profit Sharing Plan is a benefit plan reported by Phillips Companies under EIN 32-0031444 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $19,238,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillips Companies
- EIN
- 32-0031444
- Plan number
- 001
- Plan type
- 2
- Location
- Beavercreek, OH
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $19,238,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | I | 20240807083343NAL0002001827001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,238,903
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,238,903
- Net assets (BOY)
- $16,587,982
Income & contributions
- Employer contributions
- $447,743
- Participant contributions
- $572,118
- Total income / additions
- $3,571,966
Expenses & distributions
- Benefits paid
- $906,714
- Administrative expenses
- $14,331
- Total expenses
- $921,045
- Net increase / (decrease)
- $2,650,921
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.