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) Plan is a benefit plan reported by The Villas Of Holly Brook Senior Living, LLC under EIN 81-4466361 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $3,391,607 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,391,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,391,607
- Net assets (BOY)
- $2,213,117
Income & contributions
- Employer contributions
- $521,632
- Participant contributions
- $864,415
- Total contributions
- $1,467,225
- Total income / additions
- $1,952,634
Expenses & distributions
- Benefits paid
- $678,664
- Administrative expenses
- $69,973
- Total expenses
- $774,144
- Net increase / (decrease)
- $1,178,490