How many benefit plans does Phi Group, Inc. report on Form 5500?

Phi Group, Inc. (EIN 84-2513763) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Phi Group, Inc.?

The Employer Identification Number (EIN) reported for Phi Group, Inc. is 84-2513763.

What is the latest Form 5500 filing year for Phi Group, Inc.?

The latest loaded Form 5500 filing year for Phi Group, Inc. is 2023.

Phi Group, Inc. — 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, Phi Group, Inc. (EIN 84-2513763) is a plan sponsor located in Lafayette, LA with 2 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: 84-2513763
Location: Lafayette, LA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $396,170,723
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $396,170,723

Contributions & income

Employer contributions: $4,139,378
Participant contributions: $17,699,293
Total income / additions: $83,198,253

Expenses & distributions

Benefits paid / distributions: $43,844,086
Total expenses: $44,306,524
Net increase / (decrease): $38,891,729

Coverage

Total reported participants: 4,777
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Phi Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Phi Group, Inc. 401(K) Retirement Plan	002	2,706	$396,170,723	2023
Group Life And Health Plan For Employees Of Phi, Inc.	501	2,071	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phi Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Phi Group, Inc. 401(K) Retirement Plan	2,706	H, C	20241015125739NAL0049494688001
2023	Group Life And Health Plan For Employees Of Phi, Inc.	2,071	—	20251006170209NAL0006678880001