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PHILLIPS AND COMPANY 401(K) PLAN 401k Plan overview

Plan NamePHILLIPS AND COMPANY 401(K) PLAN
Plan identification number 001

PHILLIPS AND COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PHILLIPS AND COMPANY, ACCOUNTANCY CORP. has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPS AND COMPANY, ACCOUNTANCY CORP.
Employer identification number (EIN):852524654
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS AND COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01PATRICK KARAPETIAN2024-01-03 PATRICK KARAPETIAN2024-01-03
0012021-09-01PATRICK KARAPETIAN2023-01-09 PATRICK KARAPETIAN2023-01-09
0012020-09-01PATRICK KARAPETIAN2022-01-13

Financial Data on PHILLIPS AND COMPANY 401(K) PLAN

Measure Date Value
2025 : PHILLIPS AND COMPANY 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-14396365
Net assets as of the end of the plan year2025-04-144350869
Total assets as of the beginning of the plan year2025-04-143906819
Value of plan covered by a fidelity bond2025-04-14450000
Participant contributions to plan in this plan year2025-04-14102235
Value of participant loans at end of plan year2025-04-145900
Other income to plan in this plan year2025-04-14738180
Plan net income in this plan year2025-04-14444050
Net assets as of the end of the plan year2025-04-144350869
Net assets as of the beginning of the plan year2025-04-143906819
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1416415

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