Plan5500

Phoenix Houses Of New England, Inc. 403(B) Plan — Form 5500 plan (Phoenix Houses Of New England, 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 Houses Of New England, Inc. 403(B) Plan is a benefit plan reported by Phoenix Houses Of New England, Inc. under EIN 05-0315626 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $1,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phoenix Houses Of New England, Inc.
EIN
05-0315626
Plan number
001
Plan type
2
Location
Providence, RI
Latest filing year
2023
Participants
249
End-of-year plan assets
$1,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241007124219NAL0016066001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,538
Total liabilities (EOY)
$0
Net assets (EOY)
$1,538
Net assets (BOY)
$2,280,415

Income & contributions

Total contributions
$0
Total income / additions
$291,774

Expenses & distributions

Benefits paid
$2,479,597
Administrative expenses
$91,054
Total expenses
$2,570,651
Net increase / (decrease)
-$2,278,877

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sansiveri Kimball And Co LlpSERVICE PROVIDER$23,553not reported in the loaded dataset2023
Global Retirement Partners LLCSERVICE PROVIDER$0$4,7712023
Angell Pension GroupOTHER SERVICES$0$1,1672023

Related Form 5500 pages