Phoenix Partners, Inc. 401(K) Plan — Form 5500 plan (Phoenix Partners, 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 Partners, Inc. 401(K) Plan is a benefit plan reported by Phoenix Partners, Inc. under EIN 30-1095657 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,158,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Partners, Inc.
- EIN
- 30-1095657
- Plan number
- 001
- Plan type
- 2
- Location
- Kennebunk, ME
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $1,158,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240717102324NAL0002414947001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,158,872
- Net assets (EOY)
- $1,158,872
- Net assets (BOY)
- $880,363
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $278,509
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $278,509
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.