Plan5500

Phillips Edison & Co., Ltd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Edison & Co., Ltd (EIN 31-1669229) is a plan sponsor located in Cincinnati, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1669229
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Phillips Edison & Co., Ltd

  • 2 loaded plans hold $51.3M in reported assets.
  • The largest, Phillips Edison & Co. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 693 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.3MSummed across loaded plans$51,296,349
Total reported assets$51.3M$51,296,349
Total reported participants693
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.3M total assets
Net assets$51.3MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.2M
Total income / additions$11.9M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$10.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Phillips Edison & Co. 401(K) Savings Plan
Participants per plan347Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Phillips Edison & Co. 401(K) Savings Plan$51.3M
    Plan #001 · 414 participants · 2023
  2. 2
    Phillips Edison & Co., Ltd Employee Health Plannot reported in the loaded dataset
    Plan #502 · 279 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Phillips Edison & Co., Ltd. Open one for its full reported snapshot.

  1. 2023
    Phillips Edison & Co., Ltd Employee Health Plan279 participants · 2No schedules
    View filing →
  2. 2023
    Phillips Edison & Co. 401(K) Savings Plan414 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phillips Edison & Co., Ltd report on Form 5500?
Phillips Edison & Co., Ltd (EIN 31-1669229) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phillips Edison & Co., Ltd?
The Employer Identification Number (EIN) reported for Phillips Edison & Co., Ltd is 31-1669229.
What is the latest Form 5500 filing year for Phillips Edison & Co., Ltd?
The latest loaded Form 5500 filing year for Phillips Edison & Co., Ltd is 2023.

Related Form 5500 pages