2023 Form 5500 filing — Phillips Service Industries, Inc. Savings And Retirement 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 20250415154556NAL0001537283001) for Phillips Service Industries, Inc. Savings And Retirement Plan, reported by Phillips Service Industries, Inc. under EIN 38-2509613 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$28.6MReported net assets$28,581,630

Participants233

Provider compensation$42.9K2 Schedule C row(s)$42,939

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415154556NAL0001537283001
Plan sponsor: Phillips Service Industries, Inc.
EIN: 38-2509613
Plan number: 001
Location: Plymouth, MI
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28.6M total assets

Net assets$28.6MLiabilities—

Money in vs. money out

Total income / additions$4.6M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$88.4K

Participant$987K

Full reported line items

Total assets (EOY): $28,581,630
Net assets (EOY): $28,581,630
Employer contributions: $88,438
Participant contributions: $987,045
Total income / additions: $4,618,506
Benefits paid: $2,086,219
Administrative expenses: $21,083
Total expenses: $2,110,016
Net increase / (decrease): $2,508,490

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners, LLC$40.1K
INVESTMENT ADVISORA · Direct $40.1K
2
Empower Annuity Insurance Company$2.8K
RECORDKEEPER · Direct $2.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415154556NAL0001537283001 cover?: It is the 2023 Form 5500 filing for Phillips Service Industries, Inc. Savings And Retirement Plan, reported by Phillips Service Industries, Inc. (EIN 38-2509613).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).