2023 Form 5500 filing — Phg Retirement 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 20241009124551NAL0031178656001) for Phg Retirement Plan, reported by Ceres, LLC D/B/A Prime Hospitality Group under EIN 26-3187444 and plan number 002. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124551NAL0031178656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ceres, LLC D/B/A Prime Hospitality Group
- EIN
- 26-3187444
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 1,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,633,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,633,322
- Employer contributions
- $306,239
- Participant contributions
- $1,313,964
- Total income / additions
- $2,327,186
- Benefits paid
- $413,956
- Administrative expenses
- $99,865
- Total expenses
- $513,821
- Net increase / (decrease)
- $1,813,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Advisors, Ltd. | TPA | $52,132 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $47,733 | $16 |