2023 Form 5500 filing — Phoseon Technology Inc. 401k Profit Sharing Plan & 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 20241107142102NAL0006544291001) for Phoseon Technology Inc. 401k Profit Sharing Plan & Trust, reported by Phoseon Technology Inc. under EIN 82-0554276 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants184
Provider compensation$28.9K3 Schedule C row(s)$28,939
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241107142102NAL0006544291001
Plan sponsor
Phoseon Technology Inc.
EIN
82-0554276
Plan number
001
Location
Hillsboro, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$3.1M
Total expenses$4.5M
Benefits paid / distributions$4.5M
Contributions
Employer$430.9K
Participant$1.1M
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$430,878
Participant contributions
$1,050,126
Total income / additions
$3,061,595
Benefits paid
$4,451,115
Administrative expenses
$4,255
Total expenses
$4,456,841
Net increase / (decrease)
-$1,395,246
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241107142102NAL0006544291001 cover?
It is the 2023 Form 5500 filing for Phoseon Technology Inc. 401k Profit Sharing Plan & Trust, reported by Phoseon Technology Inc. (EIN 82-0554276).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages