Phb Die Casting Inc. 401(K) Plan — Form 5500 plan (Phb Die Casting 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, Phb Die Casting Inc. 401(K) Plan is a benefit plan reported by Phb Die Casting Inc. under EIN 25-0924453 and plan number 005. The latest loaded filing year is 2023. The filing reports 199 participants and $8,974,848 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9MPlan net assets, end of year$8,974,848
Participants199Covered participants reported
Assets / participant$45.1KComputed: assets ÷ participants$45,100 (computed)
Provider compensation$34.5K3 Schedule C provider row(s)$34,464
- Plan sponsor
- Phb Die Casting Inc.
- EIN
- 25-0924453
- Plan number
- 005
- Plan type
- 2
- Location
- Fairview, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241011114002NAL0012436035001 |
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)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,974,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,974,848
- Net assets (BOY)
- $8,274,967
Income & contributions
- Employer contributions
- $177,346
- Participant contributions
- $287,493
- Total contributions
- $467,636
- Total income / additions
- $1,936,101
Expenses & distributions
- Benefits paid
- $1,221,504
- Administrative expenses
- $15,720
- Total expenses
- $1,236,220
- Net increase / (decrease)
- $699,881
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.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | BROKER/ADVISER | $0 | $18,744 | 2023 |
| Schaffner, Knight, Minnaugh & Compa | AUDITOR | $15,720 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phb Die Casting Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Fairview, PA
- Lpl Financial LLC — Schedule C compensation
- Schaffner, Knight, Minnaugh & Compa — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation