2023 Form 5500 filing — Phoenix International Holdings, Inc. Employee Stock Ownership 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 20241011142453NAL0037191088001) for Phoenix International Holdings, Inc. Employee Stock Ownership Plan, reported by Phoenix International Holdings, Inc under EIN 26-1426514 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241011142453NAL0037191088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix International Holdings, Inc
- EIN
- 26-1426514
- Plan number
- 002
- Location
- Largo, MD
- Participants
- 183
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,513,579
- Total liabilities (EOY)
- $18,380,432
- Net assets (EOY)
- -$6,866,853
- Employer contributions
- $2,454,997
- Total income / additions
- -$228,927
- Benefits paid
- $329,431
- Administrative expenses
- $0
- Total expenses
- $1,101,320
- Net increase / (decrease)
- -$1,330,247
- Schedule source
- Schedule H