Philip Health Services, Inc. Retirement Plan — Form 5500 plan (Philip Health Services, Inc.)

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, Philip Health Services, Inc. Retirement Plan is a benefit plan reported by Philip Health Services, Inc. under EIN 46-0361016 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $6,946,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Philip Health Services, Inc.
EIN
46-0361016
Plan number
001
Plan type
2
Location
Philip, SD
Latest filing year
2023
Participants
143
End-of-year plan assets
$6,946,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241010170634NAL0021493825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,946,733
Total liabilities (EOY)
$0
Net assets (EOY)
$6,946,733
Net assets (BOY)
$5,652,296

Income & contributions

Employer contributions
$226,784
Participant contributions
$392,175
Total contributions
$852,693
Total income / additions
$1,728,781

Expenses & distributions

Benefits paid
$380,454
Administrative expenses
$53,890
Total expenses
$434,344
Net increase / (decrease)
$1,294,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesNA$53,890not reported in the loaded dataset2023

Related Form 5500 pages