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DAVID PHILLIPS SOLE PROPRIETOR DBA PHILLIPS FINANCIAL

EIN 85-4216721-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$945K assets
Welfare
0
Participants
6
1920 TIENDA DRIVE SUITE 202 - LODI, CA 95242209-367-0868
Plans on this EIN
1 filing
#001401k-$945K - 6 part

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Retirement#001

PHILLIPS FINANCIAL 401K PROFIT SHARING PLAN

401k

Assets$945K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS FINANCIAL 401K PROFIT SHARING PLAN401k$945K62025
Retirement plans
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