2023 Form 5500 filing — Phoenix Specialty Inc. Employee Stock Ownership 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 20240617162321NAL0004128690001) for Phoenix Specialty Inc. Employee Stock Ownership Plan, reported by Phoenix Specialty Inc. under EIN 34-1825021 and plan number 003. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240617162321NAL0004128690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Specialty Inc.
- EIN
- 34-1825021
- Plan number
- 003
- Location
- Houston, PA
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,320,174
- Total liabilities (EOY)
- $3,861,967
- Net assets (EOY)
- -$1,541,793
- Employer contributions
- $205,644
- Total income / additions
- -$1,962,126
- Total expenses
- $79,667
- Net increase / (decrease)
- -$2,041,793
- Schedule source
- Schedule I