Phillips Financial Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phillips Financial Management LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $193,198 and reported indirect compensation totals $48,949.
Reported compensation summary
- Reported direct compensation
- $193,198
- Reported indirect compensation
- $48,949
- Total reported compensation
- $242,147
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Nibe Energy Systems, Inc. | IN | 1 | $136,952 |
| Lh Carbide Tool & Die Corporation | IN | 1 | $48,949 |
| C & A Tool Engineering, Inc. | IN | 1 | $37,882 |
| Byron Health Center | IN | 1 | $9,967 |
| Ear, Nose & Throat Associates, P.C. | IN | 1 | $8,397 |
State footprint
Plans reporting Phillips Financial Management LLC are sponsored in IN (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nibe Energy Systems, Inc. | Nibe Usa 401(K) Retirement Plan | 2023 | $136,952 | not reported in the loaded dataset |
| Lh Carbide Tool & Die Corporation | Lh Carbide Profit Sharing & Salary Savings Plan | 2023 | $0 | $48,949 |
| C & A Tool Engineering, Inc. | C & A Tool Engineering, Inc. 401(K) Salary Reduction Plan And Trust | 2023 | $37,882 | not reported in the loaded dataset |
| Byron Health Center | Byron Health Center 403(B) Tax Deferred Plan | 2023 | $9,967 | not reported in the loaded dataset |
| Ear, Nose & Throat Associates, P.C. | Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust | 2023 | $8,397 | not reported in the loaded dataset |
Related Form 5500 pages
- Nibe Usa 401(K) Retirement Plan (plan 001)
- Nibe Energy Systems, Inc. — all reported plans
- Lh Carbide Profit Sharing & Salary Savings Plan (plan 001)
- Lh Carbide Tool & Die Corporation — all reported plans
- C & A Tool Engineering, Inc. 401(K) Salary Reduction Plan And Trust (plan 001)
- C & A Tool Engineering, Inc. — all reported plans
- Byron Health Center 403(B) Tax Deferred Plan (plan 001)
- Byron Health Center — all reported plans
- Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust (plan 001)
- Ear, Nose & Throat Associates, P.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources