2023 Form 5500 filing — The Phoenix House Foundation Inc Tax Deferred Annuity 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 20241111084855NAL0030765698001) for The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan, reported by Phoenix House Foundation Inc. under EIN 23-7013149 and plan number 001. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111084855NAL0030765698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix House Foundation Inc.
- EIN
- 23-7013149
- Plan number
- 001
- Location
- Long Island, NY
- Participants
- 753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,471,438
- Net assets (EOY)
- $19,471,438
- Employer contributions
- $465,518
- Participant contributions
- $422,099
- Total income / additions
- $4,071,022
- Benefits paid
- $3,063,940
- Administrative expenses
- $96,600
- Total expenses
- $3,161,203
- Net increase / (decrease)
- $909,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $61,075 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $35,525 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |