2023 Form 5500 filing — Phi Group, Inc. 401(K) Retirement 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 20241015125739NAL0049494688001) for Phi Group, Inc. 401(K) Retirement Plan, reported by Phi Group, Inc. under EIN 84-2513763 and plan number 002. It reports 2,706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125739NAL0049494688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phi Group, Inc.
- EIN
- 84-2513763
- Plan number
- 002
- Location
- Lafayette, LA
- Participants
- 2,706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,170,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,170,723
- Employer contributions
- $4,139,378
- Participant contributions
- $17,699,293
- Total income / additions
- $83,198,253
- Benefits paid
- $43,844,086
- Administrative expenses
- $377,811
- Total expenses
- $44,306,524
- Net increase / (decrease)
- $38,891,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $168,906 | $0 |
| Ubs Financial Services Inc | NONE | $139,248 | not reported in the loaded dataset |
| Postlethwaite & Netterville A Profe | NONE | $32,500 | not reported in the loaded dataset |
| Jones Walker Llp | NONE | $23,972 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $11,784 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,400 | not reported in the loaded dataset |