Phillips Enterprises, Inc. 401(K) Retirement Plan — Form 5500 plan (Phillips Enterprises, Inc.)
Plain-English plan 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 Enterprises, Inc. 401(K) Retirement Plan is a benefit plan reported by Phillips Enterprises, Inc. under EIN 04-2620522 and plan number 002. The latest loaded filing year is 2023. The filing reports 19 participants and $3,715,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillips Enterprises, Inc.
- EIN
- 04-2620522
- Plan number
- 002
- Plan type
- 2
- Location
- Northampton, MA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $3,715,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240425123242NAL0019418928001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,715,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,715,508
- Net assets (BOY)
- $3,281,161
Income & contributions
- Employer contributions
- $25,807
- Participant contributions
- $38,478
- Total income / additions
- $556,412
Expenses & distributions
- Benefits paid
- $118,210
- Administrative expenses
- $3,855
- Total expenses
- $122,065
- Net increase / (decrease)
- $434,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.