Phoebe-Devitt Homes 401(K) Retirement Savings Plan — Form 5500 plan (Phoebe-Devitt Homes)
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, Phoebe-Devitt Homes 401(K) Retirement Savings Plan is a benefit plan reported by Phoebe-Devitt Homes under EIN 23-1396838 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,366 participants and $35,783,281 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.8MPlan net assets, end of year$35,783,281
Participants1.4KCovered participants reported1,366
Assets / participant$26.2KComputed: assets ÷ participants$26,196 (computed)
Provider compensation$120.7K2 Schedule C provider row(s)$120,689
- Plan sponsor
- Phoebe-Devitt Homes
- EIN
- 23-1396838
- Plan number
- 003
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,366 | H, C | 20241014080643NAL0012997235001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.8M total assets
Net assets$35.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,783,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,783,281
- Net assets (BOY)
- $31,031,816
Income & contributions
- Employer contributions
- $1,188,986
- Participant contributions
- $1,752,899
- Total contributions
- $3,347,022
- Total income / additions
- $8,063,799
Expenses & distributions
- Benefits paid
- $3,217,411
- Administrative expenses
- $120,689
- Total expenses
- $3,311,062
- Net increase / (decrease)
- $4,752,737
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,689 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |