2023 Form 5500 filing — Phoenix International Holdings, Inc. 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 20241010094555NAL0011346147001) for Phoenix International Holdings, Inc. Retirement Plan, reported by Phoenix International Holdings, under EIN 26-1426514 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094555NAL0011346147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix International Holdings,
- EIN
- 26-1426514
- Plan number
- 001
- Location
- Largo, MD
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,832,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,832,057
- Employer contributions
- $376,251
- Participant contributions
- $1,159,461
- Total income / additions
- $4,274,317
- Benefits paid
- $1,200,438
- Administrative expenses
- $86,021
- Total expenses
- $1,291,772
- Net increase / (decrease)
- $2,982,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $32,431 | $0 |
| Adp, Inc. | RECORD KEEPER | $21,157 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |