Phillips Law Offices 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Phillips Law Offices
  • Sponsor EIN: 362699547
  • Sponsor Address: 161 N CLARK ST STE 4925, CHICAGO, IL, 60601
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $9.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$9.0M$59,082$173,865
20238$7.2M$49,477$65,280
20227$5.6M$0$102,682

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