Phillips Financial Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phillips Financial Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,685 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $17,685
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $17,685
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Barnes & Thornburg Llp | IN | 1 | $8,264 |
| Eastern Radiologists, Inc. | NC | 1 | $7,451 |
| Fort Wayne Medical Oncology And Hematology, Inc. | IN | 1 | $1,970 |
State footprint
Plans reporting Phillips Financial Management are sponsored in IN (2), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Barnes & Thornburg Llp | Barnes & Thornburg Llp Profit Sharing Plan | 2023 | $8,264 | not reported in the loaded dataset |
| Eastern Radiologists, Inc. | Eastern Radiologists, Inc. Profit Sharing Plan And Trust | 2023 | $7,451 | not reported in the loaded dataset |
| Fort Wayne Medical Oncology And Hematology, Inc. | Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan | 2023 | $1,970 | not reported in the loaded dataset |
Related Form 5500 pages
- Barnes & Thornburg Llp Profit Sharing Plan (plan 002)
- Barnes & Thornburg Llp — all reported plans
- Eastern Radiologists, Inc. Profit Sharing Plan And Trust (plan 003)
- Eastern Radiologists, Inc. — all reported plans
- Fort Wayne Medical Oncology And Hematology, Inc. 401(K) Plan (plan 001)
- Fort Wayne Medical Oncology And Hematology, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources