Phased Right Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phased Right Incorporated (EIN 84-0904970) is a plan sponsor located in Lakewood, CO with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-0904970
Location
Lakewood, CO
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Phased Right Incorporated

  • 4 loaded plans hold $16.6M in reported assets.
  • The largest, Nei Electric Power Engineering, Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 802 reported participants.
  • 1 of 4 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.6MSummed across loaded plans$16,559,312
Total reported assets$16.6M$16,559,312
Total reported participants802
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.6M total assets
Net assets$16.6MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$2.1M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$892.1K
Total expenses$932.8K
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Nei Electric Power Engineering, Inc. 401(K) Profit Sharing Plan
Participants per plan201Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 245 participants · 2023
  2. 2
    Nei Electric Power Engineering Inc Dental Plannot reported in the loaded dataset
    Plan #501 · 231 participants · 2023
  3. 3
    Nei Electric Power Engineering Inc Medical Plannot reported in the loaded dataset
    Plan #502 · 226 participants · 2023
  4. 4
    Nei Electric Power Engineering Inc Vision Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Phased Right Incorporated. Open one for its full reported snapshot.

  1. 2023
    Nei Electric Power Engineering Inc Medical Plan226 participants · 2No schedules
    View filing →
  2. 2023
    Nei Electric Power Engineering Inc Dental Plan231 participants · 2No schedules
    View filing →
  3. 2023
    Nei Electric Power Engineering, Inc. 401(K) Profit Sharing Plan245 participants · 2Sch HSch C
    View filing →
  4. 2023
    Nei Electric Power Engineering Inc Vision Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phased Right Incorporated report on Form 5500?
Phased Right Incorporated (EIN 84-0904970) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phased Right Incorporated?
The Employer Identification Number (EIN) reported for Phased Right Incorporated is 84-0904970.
What is the latest Form 5500 filing year for Phased Right Incorporated?
The latest loaded Form 5500 filing year for Phased Right Incorporated is 2023.

Related Form 5500 pages