2023 Form 5500 filing — Dayton-Phoenix Group, Inc. Hourly Employees 401(K) Retirement Plan And 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 20241015091559NAL0027922433001) for Dayton-Phoenix Group, Inc. Hourly Employees 401(K) Retirement Plan And Trust, reported by Dayton-Phoenix Group, Inc. under EIN 31-1356760 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091559NAL0027922433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dayton-Phoenix Group, Inc.
- EIN
- 31-1356760
- Plan number
- 001
- Location
- Dayton, OH
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,203,947
- Total liabilities (EOY)
- $18,797
- Net assets (EOY)
- $16,185,150
- Employer contributions
- $386,023
- Participant contributions
- $722,121
- Total income / additions
- $3,204,903
- Benefits paid
- $471,198
- Administrative expenses
- $47,205
- Total expenses
- $518,403
- Net increase / (decrease)
- $2,686,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,532 | not reported in the loaded dataset |
| Everhart Advisors | NONE | $13,673 | not reported in the loaded dataset |