2023 Form 5500 filing — Phillips Law Partners, Llp Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241012233121NAL0041083376001) for Phillips Law Partners, Llp Profit Sharing Plan, reported by Phillips Law Partners, Llp under EIN 27-3707378 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,692,681
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241012233121NAL0041083376001
Plan sponsor
Phillips Law Partners, Llp
EIN
27-3707378
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$303.7K
Benefits paid / distributions$300K
Contributions
Employer$33.8K
Participant$0
Full reported line items
Total assets (EOY)
$7,692,681
Total liabilities (EOY)
$0
Net assets (EOY)
$7,692,681
Employer contributions
$33,849
Participant contributions
$0
Total income / additions
$1,011,269
Benefits paid
$299,986
Administrative expenses
$3,682
Total expenses
$303,668
Net increase / (decrease)
$707,601

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012233121NAL0041083376001 cover?
It is the 2023 Form 5500 filing for Phillips Law Partners, Llp Profit Sharing Plan, reported by Phillips Law Partners, Llp (EIN 27-3707378).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages