2023 Form 5500 filing — Phoenix Employees Retirement Trust
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 20241008151543NAL0008507763002) for Phoenix Employees Retirement Trust, reported by Phoenix Technologies, Inc. under EIN 85-4052519 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151543NAL0008507763002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Technologies, Inc.
- EIN
- 85-4052519
- Plan number
- 001
- Location
- Campbell, CA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,869,748
- Net assets (EOY)
- $25,869,748
- Employer contributions
- $167,919
- Participant contributions
- $624,155
- Total income / additions
- $5,457,003
- Benefits paid
- $2,499,062
- Administrative expenses
- $47,321
- Total expenses
- $2,546,383
- Net increase / (decrease)
- $2,910,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | INVESTMENT ADVISORY | $26,329 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,992 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |