2023 Form 5500 filing — Phifer Retirement And 401(K) Savings 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 20241014162156NAL0046792432001) for Phifer Retirement And 401(K) Savings Plan, reported by Phifer Incorporated under EIN 63-0441784 and plan number 004. It reports 1,359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162156NAL0046792432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phifer Incorporated
- EIN
- 63-0441784
- Plan number
- 004
- Location
- Tuscaloosa, AL
- Participants
- 1,359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,708,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,708,068
- Employer contributions
- $5,172,563
- Participant contributions
- $6,051,844
- Total income / additions
- $33,604,632
- Benefits paid
- $21,054,331
- Administrative expenses
- $47,477
- Total expenses
- $21,101,808
- Net increase / (decrease)
- $12,502,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs. | RETAINED BY CLIENT | $47,477 | $0 |
| Morgan Stanley | RETAINED BY CLIENT | $0 | $0 |