Plan5500

Phillips 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 Industries, Inc. (EIN 95-2596625) is a plan sponsor located in Santa Fe Springs, CA 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
95-2596625
Location
Santa Fe Springs, CA
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 Industries, Inc.

  • 2 loaded plans hold $30M in reported assets.
  • The largest, Phillips Industries Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 647 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$30MSummed across loaded plans$29,963,700
Total reported assets$30M$29,963,700
Total reported participants647
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30M total assets
Net assets$30MLiabilities$0
Contributions & income
Employer contributions$744K
Participant contributions$1.8M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$3.1M
Total expenses$3.1M
Net increase / (decrease)$4.5M

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 Industries Retirement Plan
Participants per plan324Average 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 Industries Retirement Plan$30M
    Plan #001 · 389 participants · 2023
  2. 2
    R. A. Phillips Industries Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 258 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 Industries, Inc.. Open one for its full reported snapshot.

  1. 2023
    R. A. Phillips Industries Inc. Employee Benefit Plan258 participants · 2No schedules
    View filing →
  2. 2023
    Phillips Industries Retirement Plan389 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phillips Industries, Inc. report on Form 5500?
Phillips Industries, Inc. (EIN 95-2596625) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phillips Industries, Inc.?
The Employer Identification Number (EIN) reported for Phillips Industries, Inc. is 95-2596625.
What is the latest Form 5500 filing year for Phillips Industries, Inc.?
The latest loaded Form 5500 filing year for Phillips Industries, Inc. is 2023.

Related Form 5500 pages