2023 Form 5500 filing — Phoenix Logistics, LLC 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 20240813163944NAL0005927891001) for Phoenix Logistics, LLC 401(K) Plan, reported by Phoenix Logistics, LLC under EIN 86-0683885 and plan number 001. It reports 812 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813163944NAL0005927891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Logistics, LLC
- EIN
- 86-0683885
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 812
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,983,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,983,385
- Employer contributions
- $1,664,346
- Participant contributions
- $4,179,442
- Total income / additions
- $11,528,060
- Benefits paid
- $2,227,838
- Administrative expenses
- $51,941
- Total expenses
- $2,279,779
- Net increase / (decrease)
- $9,248,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $41,602 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $7,894 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,445 | $0 |