2023 Form 5500 filing — Phoenix Business Investments, LLC 401k
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 20241007165313NAL0026751824002) for Phoenix Business Investments, LLC 401k, reported by Phoenix Business Investments, LLC under EIN 85-0611955 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$276.8KReported net assets$276,797
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241007165313NAL0026751824002
- Plan sponsor
- Phoenix Business Investments, LLC
- EIN
- 85-0611955
- Plan number
- 001
- Location
- Midwest City, OK
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$276.8K total assets
Net assets$276.8KLiabilities—
Full reported line items
- Total assets (EOY)
- $276,797
- Net assets (EOY)
- $276,797
- Employer contributions
- $17,166
- Participant contributions
- $45,205
- Total income / additions
- $99,886
- Benefits paid
- $20,077
- Administrative expenses
- $2,462
- Total expenses
- $22,539
- Net increase / (decrease)
- $77,347