Phoenix International Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Phoenix International Holdings, 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 International Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Phoenix International Holdings, Inc under EIN 26-1426514 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $11,513,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix International Holdings, Inc
- EIN
- 26-1426514
- Plan number
- 002
- Plan type
- 2
- Location
- Largo, MD
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $11,513,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H | 20241011142453NAL0037191088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,513,579
- Total liabilities (EOY)
- $18,380,432
- Net assets (EOY)
- -$6,866,853
- Net assets (BOY)
- -$5,536,606
Income & contributions
- Employer contributions
- $2,454,997
- Total contributions
- $2,454,997
- Total income / additions
- -$228,927
Expenses & distributions
- Benefits paid
- $329,431
- Administrative expenses
- $0
- Total expenses
- $1,101,320
- Net increase / (decrease)
- -$1,330,247
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.