Plan5500

Phillips Service Industries, Inc. — 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 Service Industries, Inc. (EIN 38-2509613) is a plan sponsor located in Plymouth, MI with 2 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
38-2509613
Location
Plymouth, MI
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 Service Industries, Inc.

  • 2 loaded plans hold $28.6M in reported assets.
  • The largest, Phillips Service Industries, Inc. Savings And Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 365 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$28.6MSummed across loaded plans$28,581,630
Total reported assets$28.6M$28,581,630
Total reported participants365
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$28.6M total assets
Net assets$28.6MLiabilities—
Contributions & income
Employer contributions$88.4K
Participant contributions$987K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$2.5M

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 Service Industries, Inc. Savings And Retirement Plan
Participants per plan183Average 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 Service Industries, Inc. Savings And Retirement Plan$28.6M
    Plan #001 · 233 participants · 2023
  2. 2
    Phillips Service Industries, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 132 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 Service Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    Phillips Service Industries, Inc. Employee Benefits Plan132 participants · 2No schedules
    View filing →
  2. 2023
    Phillips Service Industries, Inc. Savings And Retirement Plan233 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phillips Service Industries, Inc. report on Form 5500?
Phillips Service Industries, Inc. (EIN 38-2509613) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phillips Service Industries, Inc.?
The Employer Identification Number (EIN) reported for Phillips Service Industries, Inc. is 38-2509613.
What is the latest Form 5500 filing year for Phillips Service Industries, Inc.?
The latest loaded Form 5500 filing year for Phillips Service Industries, Inc. is 2023.

Related Form 5500 pages