THE PHILLIP BATES SOLO 401K PLAN 401k Plan overview

THE PHILLIP BATES SOLO 401K PLAN Benefits

401k Sponsoring company profile

Company Name:	PCB INVESTMENT TRUST
Employer identification number (EIN):	815181327
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	PHILLIP BATES	2020-07-30	PHILLIP BATES	2020-07-30
001	2018-01-01	PHILLIP BATES	2019-07-24	PHILLIP BATES	2019-07-24
001	2017-01-31	PHILLIP BATES	2018-06-28	PHILLIP BATES	2018-06-28

Potentially related plans

• THE PHILLIPS COLLECTION TAX DEFERRED ANNUITY PLAN [EIN = 530204620]
• THE PHILLIPS CORPORATION RETIREMENT PLAN [EIN = 520736062]
• THE PHILLIPS AGENCY SAFE HARBOR 401(K) PLAN [EIN = 760237400]
• THE PHILLIPS GROUP 401(K) PROFIT SHARING PLAN [EIN = 680292909]
• THE PHILLIPS COMPANY, INC. 401(K) RETIREMENT PLAN [EIN = 113766902]
• THE PHILLIPS TREE RETIREMENT PLAN [EIN = 043225489]
• THE PHILLIPS EXETER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 020222174]
• THE PHILLIPS ACADEMY 403(B) [EIN = 237112922]
• THE PHILLIP WEINGART 401K PLAN [EIN = 844864535]
• THE PHILLIPS GROUP INC. 401K PLAN [EIN = 861663510]

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