2023 Form 5500 filing — Phenix Label Co., Inc. 401(K) 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 20241015121855NAL0047860576001) for Phenix Label Co., Inc. 401(K) Plan, reported by Phenix Label Company, Inc. under EIN 48-1074424 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121855NAL0047860576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phenix Label Company, Inc.
- EIN
- 48-1074424
- Plan number
- 001
- Location
- Olathe, KS
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,538,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,538,119
- Employer contributions
- $351,399
- Participant contributions
- $782,883
- Total income / additions
- $2,503,188
- Benefits paid
- $1,489,877
- Administrative expenses
- $53,735
- Total expenses
- $1,543,612
- Net increase / (decrease)
- $959,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Phd Retirement Consulting | NONE | $46,053 | not reported in the loaded dataset |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $950 | $0 |
| Transamerica Retirement Solutions | RECORD KEEPER | $720 | $0 |