Phillips Managed Support Services, Inc. 401(K) Plan — Form 5500 plan (Phillips Managed Support Srvcs)

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 Managed Support Services, Inc. 401(K) Plan is a benefit plan reported by Phillips Managed Support Srvcs under EIN 47-5507628 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $9,562,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phillips Managed Support Srvcs
EIN
47-5507628
Plan number
001
Plan type
2
Location
Middletown, PA
Latest filing year
2023
Participants
232
End-of-year plan assets
$9,562,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240924051529NAL0007226099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,562,779
Total liabilities (EOY)
$0
Net assets (EOY)
$9,562,779
Net assets (BOY)
$10,108,014

Income & contributions

Employer contributions
$84,716
Participant contributions
$400,784
Total contributions
$590,676
Total income / additions
$2,138,178

Expenses & distributions

Benefits paid
$593,585
Administrative expenses
$41,280
Total expenses
$641,991
Net increase / (decrease)
$1,496,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenspring Advisors, LLCINVESTMENT/FINANCIAL ADVI$22,082$02023
Adp, Inc.RECORD KEEPER$19,198$02023

Related Form 5500 pages