2023 Form 5500 filing — Phantom Administrative 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 20250501123822NAL0004586368001) for Phantom Administrative Retirement Savings Plan, reported by Phantom Administrative LLC under EIN 81-4654467 and plan number 005. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501123822NAL0004586368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phantom Administrative LLC
- EIN
- 81-4654467
- Plan number
- 005
- Location
- Youngstown, OH
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,147,072
- Net assets (EOY)
- $11,147,072
- Employer contributions
- $438,328
- Participant contributions
- $742,532
- Total income / additions
- $2,645,421
- Benefits paid
- $580,800
- Administrative expenses
- $34,365
- Total expenses
- $615,165
- Net increase / (decrease)
- $2,030,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southbridge Advisors, LLC | not reported in the loaded dataset | $30,790 | not reported in the loaded dataset |
| Nationwide | not reported in the loaded dataset | $28,046 | not reported in the loaded dataset |
| Pension Financial Services, Inc. | not reported in the loaded dataset | $7,556 | not reported in the loaded dataset |