Royce Phillips Investments, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Royce Phillips Investments, 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, Royce Phillips Investments, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Royce Phillips Investments, Inc. under EIN 81-4884747 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $490,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royce Phillips Investments, Inc.
- EIN
- 81-4884747
- Plan number
- 001
- Plan type
- 2
- Location
- Seabrook, TX
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $490,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241119194506NAL0006589778001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $490,900
- Net assets (EOY)
- $490,900
- Net assets (BOY)
- $547,506
Income & contributions
- Total income / additions
- -$20,606
Expenses & distributions
- Benefits paid
- $36,000
- Total expenses
- $36,000
- Net increase / (decrease)
- -$56,606
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.