Phillips And Jordan, Incorporated 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2017. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Phillips And Jordan, Incorporated 401(k) Login
Retirement plan providers can change. This information is from the plan's 2017 filing.
Phillips And Jordan, Incorporated 401(k) Plan Facts (plan year 2017)
Source: Form 5500 for plan year 2017 (Jan 1, 2017 – Dec 31, 2017), filed Oct 12, 2018. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2017
- $3.75 million went into the plan in contributions, $1.07 million of it from the employer (29%).
- $1.60 million was paid out to participants.
- Investment and other income added $4.51 million.
- Administrative expenses were $47,731, about $48 per account.
How the Phillips And Jordan, Incorporated 401(k) changed, 2012–2017
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2012 | 657 | $21.9 million | $171,351 | $1.58 million |
| 2013 | 831 | $24.6 million | $501,541 | $2.54 million |
| 2014 | 626 | $25.2 million | $618,348 | $2.85 million |
| 2015 | 707 | $25.7 million | $823,874 | $2.50 million |
| 2016 | 862 | $28.1 million | $864,949 | $2.31 million |
| 2017 | 1,017 | $34.8 million | $1.07 million | $1.60 million |
Phillips And Jordan, Incorporated 401(k) Contact Information
Questions about the Phillips And Jordan, Incorporated 401(k)
Is the Phillips And Jordan, Incorporated 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2017, and no later filing was found under this employer's EIN.
Does Phillips And Jordan, Incorporated contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2017 the employer contributed $1.07 million, 29% of all contributions.
Does the Phillips And Jordan, Incorporated 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Phillips And Jordan, Incorporated 401(k) plan?
1,017 participants at the start of plan year 2017, 731 of them active employees, and 362 former employees who still had money in the plan.
What is the average 401(k) balance at Phillips And Jordan, Incorporated?
About $34,730 per account: $34.8 million in plan assets across 1,001 accounts with a balance at the end of plan year 2017.
Who manages the Phillips And Jordan, Incorporated 401(k) accounts?
Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.