Pha America, Inc. 401(K) Plan — Form 5500 plan (Pha America 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, Pha America, Inc. 401(K) Plan is a benefit plan reported by Pha America Inc under EIN 27-3279619 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $2,674,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pha America Inc
- EIN
- 27-3279619
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $2,674,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241015130120NAL0029714129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,674,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,674,899
- Net assets (BOY)
- $2,172,068
Income & contributions
- Employer contributions
- $188,538
- Participant contributions
- $282,255
- Total contributions
- $761,950
- Total income / additions
- $1,179,962
Expenses & distributions
- Benefits paid
- $660,674
- Administrative expenses
- $16,457
- Total expenses
- $677,131
- Net increase / (decrease)
- $502,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $16,457 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Parnassus Funds | NONE | $0 | $0 | 2023 |
| Eaton Vance | NONE | $0 | $0 | 2023 |
| American Century Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Calvert Group | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Federated Funds | NONE | $0 | $0 | 2023 |
| Brandes Investment Trust | NONE | $0 | $0 | 2023 |
| Amg Funds | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Artisan Partners | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| William Blair Funds | NONE | $0 | $0 | 2023 |
| Bny Mellon Funds | NONE | $0 | $0 | 2023 |
| Virtus Funds | NONE | $0 | $0 | 2023 |
| Heartland Funds | NONE | $0 | $0 | 2023 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pha America Inc
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Montgomery, AL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- American Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Parnassus Funds — Schedule C compensation
- Eaton Vance — Schedule C compensation
- American Century Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Legg Mason — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Victory Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Calvert Group — Schedule C compensation
- Invesco — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Federated Funds — Schedule C compensation
- Brandes Investment Trust — Schedule C compensation
- Amg Funds — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Wells Fargo Funds — Schedule C compensation
- Principal Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Bny Mellon Funds — Schedule C compensation
- Virtus Funds — Schedule C compensation
- Heartland Funds — Schedule C compensation
- Loomis - Sayles - Natixis - Hansber — Schedule C compensation