2023 Form 5500 filing — Phasetronics 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 20250530133041NAL0005234883001) for Phasetronics 401(K) Plan, reported by Phasetronics, Inc. under EIN 59-2333321 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,241,427
Participants102
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250530133041NAL0005234883001
Plan sponsor
Phasetronics, Inc.
EIN
59-2333321
Plan number
001
Location
Clearwater, FL
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$394.5K
Benefits paid / distributions$338.7K
Contributions
Employer$91.4K
Participant$652K
Full reported line items
Total assets (EOY)
$10,241,427
Total liabilities (EOY)
$0
Net assets (EOY)
$10,241,427
Employer contributions
$91,432
Participant contributions
$651,993
Total income / additions
$2,707,666
Benefits paid
$338,666
Administrative expenses
$47,900
Total expenses
$394,466
Net increase / (decrease)
$2,313,200

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250530133041NAL0005234883001 cover?
It is the 2023 Form 5500 filing for Phasetronics 401(K) Plan, reported by Phasetronics, Inc. (EIN 59-2333321).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages