Phoenix Communications, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Phoenix Communications, Inc.)

Plain-English plan 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, Phoenix Communications, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Phoenix Communications, Inc. under EIN 04-3528157 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $10,169,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phoenix Communications, Inc.
EIN
04-3528157
Plan number
001
Plan type
2
Location
Shrewsbury, MA
Latest filing year
2023
Participants
236
End-of-year plan assets
$10,169,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241003131206NAL0009887041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,169,198
Total liabilities (EOY)
$0
Net assets (EOY)
$10,169,198
Net assets (BOY)
$7,973,845

Income & contributions

Employer contributions
$379,980
Participant contributions
$763,998
Total contributions
$1,285,515
Total income / additions
$2,783,230

Expenses & distributions

Benefits paid
$526,162
Administrative expenses
$21,375
Total expenses
$587,877
Net increase / (decrease)
$2,195,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$17,770$02023
Global Retirement PartnersNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages