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  1. Companies/
  2. Philip Financial Group

Filings through Oct 24, 2026.

Sponsor portfolio

Philip Financial Group

EIN 20-5269832-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
1
Retirement
1
$70K assets
Welfare
0
Participants
10
12670 NEW BRITTANY BLVD., STE. 203 - FORT MYERS, FL 33907239-461-0001
Plans on this EIN
1 filing
#001Profit-sharing-$70K - 10 part

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Retirement#001

PHILIP FINANCIAL GROUP 401(K) PLAN

Profit-sharing

Assets$70K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILIP FINANCIAL GROUP 401(K) PLANProfit-sharing$70K102025
Retirement plans
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