MARK D PHILLIPS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK D PHILLIPS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MARK D PHILLIPS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-06 | 8855 |
| Net assets as of the end of the plan year | 2025-10-06 | 1169932 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 948929 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 400000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 30500 |
| Other income to plan in this plan year | 2025-10-06 | 176062 |
| Plan net income in this plan year | 2025-10-06 | 221003 |
| Net assets as of the end of the plan year | 2025-10-06 | 1169932 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 948929 |
| Employer contributions to plan in this plan year | 2025-10-06 | 23296 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 8855 |
| 2024 : MARK D PHILLIPS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-10-08 | 948929 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 784110 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 400000 |
| Other income to plan in this plan year | 2024-10-08 | 164819 |
| Plan net income in this plan year | 2024-10-08 | 164819 |
| Net assets as of the end of the plan year | 2024-10-08 | 948929 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 784110 |
| 2014 : MARK D PHILLIPS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $58,871 |
| Total plan assets at end of year | 2014-12-31 | $490,091 |
| Total plan assets at beginning of year | 2014-12-31 | $431,220 |
| Other income received | 2014-12-31 | $58,871 |
| Net income (gross income less expenses) | 2014-12-31 | $58,871 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $490,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $431,220 |
| 2013 : MARK D PHILLIPS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $95,486 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,325 |
| Total plan assets at end of year | 2013-12-31 | $431,220 |
| Total plan assets at beginning of year | 2013-12-31 | $339,059 |
| Other income received | 2013-12-31 | $95,486 |
| Net income (gross income less expenses) | 2013-12-31 | $92,161 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $431,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $339,059 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,325 |
| 2012 : MARK D PHILLIPS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $74,608 |
| Total plan assets at end of year | 2012-12-31 | $339,059 |
| Total plan assets at beginning of year | 2012-12-31 | $264,451 |
| Total contributions received or receivable from participants | 2012-12-31 | $17,000 |
| Other income received | 2012-12-31 | $31,856 |
| Net income (gross income less expenses) | 2012-12-31 | $74,608 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $339,059 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $264,451 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $25,752 |
| 2011 : MARK D PHILLIPS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-11,837 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,770 |
| Total plan assets at end of year | 2011-12-31 | $264,451 |
| Total plan assets at beginning of year | 2011-12-31 | $278,058 |
| Other income received | 2011-12-31 | $-11,837 |
| Net income (gross income less expenses) | 2011-12-31 | $-13,607 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $264,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $278,058 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,770 |
| 2010 : MARK D PHILLIPS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $22,501 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
| Total plan assets at end of year | 2010-12-31 | $278,058 |
| Total plan assets at beginning of year | 2010-12-31 | $255,657 |
| Other income received | 2010-12-31 | $22,501 |
| Net income (gross income less expenses) | 2010-12-31 | $22,401 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $278,058 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $255,657 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
| 2014: MARK D PHILLIPS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MARK D PHILLIPS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MARK D PHILLIPS PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MARK D PHILLIPS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MARK D PHILLIPS PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MARK D PHILLIPS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
