2023 Form 5500 filing — Rising Phoenix Holdings Corporation 401(K) Retirement 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 20241015101239NAL0047315072007) for Rising Phoenix Holdings Corporation 401(K) Retirement Savings Plan, reported by Rising Phoenix Holdings Corporation under EIN 74-2367164 and plan number 001. It reports 780 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101239NAL0047315072007
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rising Phoenix Holdings Corporation
- EIN
- 74-2367164
- Plan number
- 001
- Location
- Utica, NY
- Participants
- 780
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,774,844
- Net assets (EOY)
- $16,774,844
- Employer contributions
- $1,173,688
- Participant contributions
- $2,571,914
- Total income / additions
- $6,245,233
- Benefits paid
- $2,632,936
- Administrative expenses
- $91,104
- Total expenses
- $2,728,030
- Net increase / (decrease)
- $3,517,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,761 | not reported in the loaded dataset |
| Buckingham Asset Management | NONE | $37,343 | not reported in the loaded dataset |