What is the most recent Form 5500 filing year for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust?

The latest Form 5500 filing year loaded for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust is 2023.

How many participants does Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust report?

Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust reports 23 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust?

Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust reports $9,962,863 in end-of-year plan assets in its latest loaded Form 5500 filing.

Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Phillips And Company Advisors, LLC)

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 And Company Advisors 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Phillips And Company Advisors, LLC under EIN 45-3709458 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $9,962,863 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10MPlan net assets, end of year$9,962,863

Participants23Covered participants reported

Assets / participant$433.2KComputed: assets ÷ participants$433,168 (computed)

Provider compensationNone reported

Plan sponsor: Phillips And Company Advisors, LLC
EIN: 45-3709458
Plan number: 001
Plan type: 2
Location: Portland, OR
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
23 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10M total assets

Net assets$10MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$221K

Benefits paid / distributions$220.4K

Contributions

Employer$62.1K

Participant$205.4K

Full reported line items

Net assets

Total assets (EOY): $9,962,863
Total liabilities (EOY): $0
Net assets (EOY): $9,962,863
Net assets (BOY): $8,341,936

Income & contributions

Employer contributions: $62,133
Participant contributions: $205,378
Total income / additions: $1,841,930

Expenses & distributions

Benefits paid: $220,415
Administrative expenses: $588
Total expenses: $221,003
Net increase / (decrease): $1,620,927

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

23%77%

Employer 23%Participant 77%

Total expenses ÷ net assets2%Computed ratio

Benefits paid ÷ total income12%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust?: Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust is reported as sponsored by Phillips And Company Advisors, LLC (EIN 45-3709458, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust?: The latest Form 5500 filing year loaded for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust report?: Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust reports 23 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust?: Phillips And Company Advisors 401(K) Profit Sharing Plan And Trust reports $9,962,863 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.