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THE PHILLIPS CORPORATION RETIREMENT PLAN 401k Plan overview

Plan NameTHE PHILLIPS CORPORATION RETIREMENT PLAN
Plan identification number 002

THE PHILLIPS CORPORATION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

PHILLIPS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPS CORPORATION
Employer identification number (EIN):520736062
NAIC Classification:541519
NAIC Description:Other Computer Related Services

Additional information about PHILLIPS CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-02-27
Company Identification Number: 0801942574
Legal Registered Office Address: 7390 COCA COLA DR STE 200

HANOVER
United States of America (USA)
21076

More information about PHILLIPS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHILLIPS CORPORATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHELLEY BRADY
0022016-01-01SHELLEY BRADY
0022015-01-01SHELLEY BRADY
0022014-01-01KIMBERLY RUSSELL
0022013-01-01KIMBERLY RUSSELL
0022012-01-01KIMBERLY RUSSELL
0022011-01-01KIMBERLY RUSSELL
0022009-01-01SHELLEY BRADY

Plan Statistics for THE PHILLIPS CORPORATION RETIREMENT PLAN

401k plan membership statisitcs for THE PHILLIPS CORPORATION RETIREMENT PLAN

Measure Date Value
2022: THE PHILLIPS CORPORATION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01330
Number of participants with account balances2022-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE PHILLIPS CORPORATION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01273
Total number of active participants reported on line 7a of the Form 55002021-01-01260
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: THE PHILLIPS CORPORATION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01276
Total number of active participants reported on line 7a of the Form 55002020-01-01212
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01273
Number of participants with account balances2020-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: THE PHILLIPS CORPORATION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01258
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01276
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE PHILLIPS CORPORATION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01258
Number of participants with account balances2018-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: THE PHILLIPS CORPORATION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01256
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01271
Number of participants with account balances2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: THE PHILLIPS CORPORATION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01256
Number of participants with account balances2016-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: THE PHILLIPS CORPORATION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01247
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01259
Number of participants with account balances2015-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: THE PHILLIPS CORPORATION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01247
Number of participants with account balances2014-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE PHILLIPS CORPORATION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01222
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01239
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE PHILLIPS CORPORATION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01210
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01222
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: THE PHILLIPS CORPORATION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01193
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01209
Number of participants with account balances2011-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE PHILLIPS CORPORATION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PHILLIPS CORPORATION RETIREMENT PLAN

Measure Date Value
2022 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,553,562
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,857,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,757,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,783,688
Value of total assets at end of year2022-12-31$25,976,199
Value of total assets at beginning of year2022-12-31$32,387,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,422
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,015,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,015,106
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,875,314
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$150,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,435
Administrative expenses (other) incurred2022-12-31$4,715
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,411,153
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,976,199
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,387,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,342,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,922,901
Value of interest in common/collective trusts at end of year2022-12-31$2,633,705
Value of interest in common/collective trusts at beginning of year2022-12-31$3,463,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,352,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$758,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,757,169
Contract administrator fees2022-12-31$65,707
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2022-12-31475153865
2021 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,093,914
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,432,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,345,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,603,498
Value of total assets at end of year2021-12-31$32,387,352
Value of total assets at beginning of year2021-12-31$28,726,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,388
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,518,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,518,843
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,693,189
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$220,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,756
Administrative expenses (other) incurred2021-12-31$3,513
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$123,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,661,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,387,352
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,726,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,922,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,146,346
Value of interest in common/collective trusts at end of year2021-12-31$3,463,016
Value of interest in common/collective trusts at beginning of year2021-12-31$6,455,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,971,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$689,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,345,511
Contract administrator fees2021-12-31$53,875
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2021-12-31475153865
2020 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,206,135
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,148,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,072,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,000,473
Value of total assets at end of year2020-12-31$28,726,337
Value of total assets at beginning of year2020-12-31$23,668,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,563
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$698,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$698,241
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,399,423
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,039,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$353,934
Administrative expenses (other) incurred2020-12-31$4,275
Total non interest bearing cash at end of year2020-12-31$123,154
Total non interest bearing cash at beginning of year2020-12-31$13,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,057,600
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,726,337
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,668,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,146,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,209,219
Value of interest in common/collective trusts at end of year2020-12-31$6,455,081
Value of interest in common/collective trusts at beginning of year2020-12-31$2,091,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,507,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$561,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,072,972
Contract administrator fees2020-12-31$41,288
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2020-12-31475153865
2019 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,289,979
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,920,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,848,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,035,419
Value of total assets at end of year2019-12-31$23,668,737
Value of total assets at beginning of year2019-12-31$19,299,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,092
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$695,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$695,786
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,435,288
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$353,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$321,717
Administrative expenses (other) incurred2019-12-31$4,100
Total non interest bearing cash at end of year2019-12-31$13,978
Total non interest bearing cash at beginning of year2019-12-31$83,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,369,657
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,668,737
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,299,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$27,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,209,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,911,001
Value of interest in common/collective trusts at end of year2019-12-31$2,091,606
Value of interest in common/collective trusts at beginning of year2019-12-31$1,960,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,558,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$593,499
Employer contributions (assets) at beginning of year2019-12-31$21,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,848,230
Contract administrator fees2019-12-31$40,205
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2019-12-31475153865
2018 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,374,362
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,113,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,050,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,141,329
Value of total assets at end of year2018-12-31$19,299,080
Value of total assets at beginning of year2018-12-31$23,038,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,294
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$856,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$856,028
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,282,738
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$339,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$321,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$223,586
Administrative expenses (other) incurred2018-12-31$5,320
Total non interest bearing cash at end of year2018-12-31$83,714
Total non interest bearing cash at beginning of year2018-12-31$79,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,739,595
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,299,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,038,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,911,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,146,297
Value of interest in common/collective trusts at end of year2018-12-31$1,960,781
Value of interest in common/collective trusts at beginning of year2018-12-31$2,589,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,622,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$518,605
Employer contributions (assets) at end of year2018-12-31$21,867
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,050,663
Contract administrator fees2018-12-31$32,507
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2018-12-31475153865
2017 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,270,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,428,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,347,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,001,725
Value of total assets at end of year2017-12-31$23,038,675
Value of total assets at beginning of year2017-12-31$19,196,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,282
Total interest from all sources2017-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$693,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$693,941
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,375,968
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$223,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$227,344
Administrative expenses (other) incurred2017-12-31$4,080
Total non interest bearing cash at end of year2017-12-31$79,391
Total non interest bearing cash at beginning of year2017-12-31$79,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,842,458
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,038,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,196,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$41,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,146,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,853,760
Interest earned on other investments2017-12-31$3
Value of interest in common/collective trusts at end of year2017-12-31$2,589,401
Value of interest in common/collective trusts at beginning of year2017-12-31$3,035,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,575,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$547,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,347,120
Contract administrator fees2017-12-31$35,446
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2017-12-31475153865
2016 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,275,157
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$973,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$904,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,021,862
Value of total assets at end of year2016-12-31$19,196,217
Value of total assets at beginning of year2016-12-31$16,895,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,700
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$463,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$463,224
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,324,072
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$159,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$227,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$278,200
Administrative expenses (other) incurred2016-12-31$3,360
Total non interest bearing cash at end of year2016-12-31$79,471
Total non interest bearing cash at beginning of year2016-12-31$79,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,301,210
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,196,217
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,895,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$44,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,853,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,807,803
Value of interest in common/collective trusts at end of year2016-12-31$3,035,642
Value of interest in common/collective trusts at beginning of year2016-12-31$2,729,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$790,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$538,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$904,247
Contract administrator fees2016-12-31$21,660
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROSEN SAPPERSTEIN & FRIEDLANDER LLC
Accountancy firm EIN2016-12-31475153865
2015 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,167,124
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$663,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$601,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,988,547
Value of total assets at end of year2015-12-31$16,895,007
Value of total assets at beginning of year2015-12-31$15,390,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,769
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$698,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$698,288
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,224,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$270,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$278,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,043
Administrative expenses (other) incurred2015-12-31$2,240
Total non interest bearing cash at end of year2015-12-31$79,522
Total non interest bearing cash at beginning of year2015-12-31$248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,504,019
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,895,007
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,390,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$32,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,807,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,933,791
Value of interest in common/collective trusts at end of year2015-12-31$2,729,482
Value of interest in common/collective trusts at beginning of year2015-12-31$2,454,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-519,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$493,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$601,336
Contract administrator fees2015-12-31$26,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,311,833
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,376,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,330,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,508,183
Value of total assets at end of year2014-12-31$15,390,988
Value of total assets at beginning of year2014-12-31$14,455,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,153
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$612,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$612,072
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,056,821
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,136
Administrative expenses (other) incurred2014-12-31$2,840
Total non interest bearing cash at end of year2014-12-31$248
Total non interest bearing cash at beginning of year2014-12-31$62,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$935,017
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,390,988
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,455,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$36,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,933,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,584,697
Value of interest in common/collective trusts at end of year2014-12-31$2,454,906
Value of interest in common/collective trusts at beginning of year2014-12-31$2,806,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$191,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$437,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,330,663
Contract administrator fees2014-12-31$6,901
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,641,301
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$846,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$817,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,408,574
Value of total assets at end of year2013-12-31$14,455,971
Value of total assets at beginning of year2013-12-31$11,661,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,643
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$341,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$341,992
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$991,318
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$153
Total non interest bearing cash at end of year2013-12-31$62,279
Total non interest bearing cash at beginning of year2013-12-31$71,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,794,502
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,455,971
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,661,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$29,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,584,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,375,223
Value of interest in common/collective trusts at end of year2013-12-31$2,806,859
Value of interest in common/collective trusts at beginning of year2013-12-31$2,214,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,890,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$412,142
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$817,156
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,856,313
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,056,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,039,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,459,057
Value of total assets at end of year2012-12-31$11,661,469
Value of total assets at beginning of year2012-12-31$9,861,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,691
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$253,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$253,287
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,021,657
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$28,772
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,930
Total non interest bearing cash at end of year2012-12-31$71,316
Total non interest bearing cash at beginning of year2012-12-31$4,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,799,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,661,469
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,861,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,375,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,039,806
Value of interest in common/collective trusts at end of year2012-12-31$2,214,930
Value of interest in common/collective trusts at beginning of year2012-12-31$1,772,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,143,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$418,470
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$17,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,039,078
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,292
Total income from all sources (including contributions)2011-12-31$1,065,655
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,572,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,556,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,279,279
Value of total assets at end of year2011-12-31$9,861,925
Value of total assets at beginning of year2011-12-31$10,395,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,719
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$218,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$218,146
Administrative expenses professional fees incurred2011-12-31$15,719
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$752,640
Participant contributions at end of year2011-12-31$28,772
Participant contributions at beginning of year2011-12-31$21,865
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$119,320
Total non interest bearing cash at end of year2011-12-31$4,015
Total non interest bearing cash at beginning of year2011-12-31$2,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-506,888
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,861,925
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,368,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,039,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,903,669
Value of interest in common/collective trusts at end of year2011-12-31$1,772,297
Value of interest in common/collective trusts at beginning of year2011-12-31$1,466,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-431,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$407,319
Employer contributions (assets) at end of year2011-12-31$17,035
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,556,824
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$26,292
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY, LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$36,884
Total income from all sources (including contributions)2010-12-31$1,801,311
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$720,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$709,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$658,291
Value of total assets at end of year2010-12-31$10,395,105
Value of total assets at beginning of year2010-12-31$9,325,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,710
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$180,994
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$647,291
Participant contributions at end of year2010-12-31$21,865
Participant contributions at beginning of year2010-12-31$20,665
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,000
Administrative expenses (other) incurred2010-12-31$11,710
Total non interest bearing cash at end of year2010-12-31$2,696
Total non interest bearing cash at beginning of year2010-12-31$6,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,080,528
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,368,813
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,288,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,903,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,035,236
Value of interest in common/collective trusts at end of year2010-12-31$1,466,875
Value of interest in common/collective trusts at beginning of year2010-12-31$1,262,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$962,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$709,073
Liabilities. Value of benefit claims payable at end of year2010-12-31$26,292
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$36,884
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN
Accountancy firm EIN2010-12-31420714325
2009 : THE PHILLIPS CORPORATION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE PHILLIPS CORPORATION RETIREMENT PLAN

2022: THE PHILLIPS CORPORATION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE PHILLIPS CORPORATION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE PHILLIPS CORPORATION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE PHILLIPS CORPORATION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE PHILLIPS CORPORATION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE PHILLIPS CORPORATION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PHILLIPS CORPORATION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PHILLIPS CORPORATION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PHILLIPS CORPORATION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PHILLIPS CORPORATION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PHILLIPS CORPORATION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PHILLIPS CORPORATION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PHILLIPS CORPORATION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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