2023 Form 5500 filing — Phoenix 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530174448NAL0013987969001) for Phoenix 401(K) Plan, reported by Phoenix Management, Inc. under EIN 74-2641906 and plan number 003. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530174448NAL0013987969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Management, Inc.
- EIN
- 74-2641906
- Plan number
- 003
- Location
- Cedar Park, TX
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,071,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,959
- Employer contributions
- $2,403,769
- Participant contributions
- $440,731
- Total income / additions
- $4,762,178
- Benefits paid
- $2,378,690
- Administrative expenses
- $184,057
- Total expenses
- $2,562,747
- Net increase / (decrease)
- $2,199,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Incentive Plans, Inc. | RK, TPA | $50,688 | not reported in the loaded dataset |
| Atlasmark Financial, Inc. | INV ADV | $32,492 | not reported in the loaded dataset |
| Peggy S. Edge, Cpa, LLC | AUDITOR | $17,080 | not reported in the loaded dataset |
| Fidelity Brokerage Services, Inc. | CUSTODIAN | $7,798 | not reported in the loaded dataset |