Phillips Pet Food And Supplies 401(K) Plan — Form 5500 plan (Phillips Pet Food & Supplies, 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 Pet Food And Supplies 401(K) Plan is a benefit plan reported by Phillips Pet Food & Supplies, Inc. under EIN 23-0975205 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,024 participants and $35,887,427 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillips Pet Food & Supplies, Inc.
- EIN
- 23-0975205
- Plan number
- 001
- Plan type
- 2
- Location
- Easton, PA
- Latest filing year
- 2023
- Participants
- 1,024
- End-of-year plan assets
- $35,887,427
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,024 | H, C | 20241001093436NAL0013290082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,887,427
- Total liabilities (EOY)
- $48,305
- Net assets (EOY)
- $35,839,122
- Net assets (BOY)
- $30,995,455
Income & contributions
- Employer contributions
- $846,127
- Participant contributions
- $2,659,701
- Total contributions
- $3,513,815
- Total income / additions
- $9,002,039
Expenses & distributions
- Benefits paid
- $4,260,569
- Administrative expenses
- $96,701
- Total expenses
- $4,357,270
- Net increase / (decrease)
- $4,644,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,716 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $27,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,985 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phillips Pet Food & Supplies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Easton, PA
- Fidelity Investments Institutional — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation