Plan5500

Dayton-Phoenix Group, Inc. Salaried Employees 401(K) Retirement Plan And Trust — Form 5500 plan (Dayton-Phoenix Group, 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, Dayton-Phoenix Group, Inc. Salaried Employees 401(K) Retirement Plan And Trust is a benefit plan reported by Dayton-Phoenix Group, Inc. under EIN 31-1356760 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $37,646,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dayton-Phoenix Group, Inc.
EIN
31-1356760
Plan number
002
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
240
End-of-year plan assets
$37,646,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241015090649NAL0016029715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,646,235
Total liabilities (EOY)
$30,054
Net assets (EOY)
$37,616,181
Net assets (BOY)
$32,577,221

Income & contributions

Employer contributions
$757,770
Participant contributions
$1,536,866
Total contributions
$2,340,676
Total income / additions
$8,021,502

Expenses & distributions

Benefits paid
$2,956,113
Administrative expenses
$95,760
Total expenses
$3,051,873
Net increase / (decrease)
$4,969,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$62,014not reported in the loaded dataset2023
Everhart AdvisorsNONE$33,746not reported in the loaded dataset2023

Related Form 5500 pages