Phd Manufacturing Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Phd Manufacturing 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, Phd Manufacturing Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Phd Manufacturing Inc under EIN 34-1098720 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $5,733,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phd Manufacturing Inc
- EIN
- 34-1098720
- Plan number
- 002
- Plan type
- 2
- Location
- Columbiana, OH
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $5,733,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240927111038NAL0003560400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,733,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,733,247
- Net assets (BOY)
- $6,116,812
Income & contributions
- Employer contributions
- $159,651
- Participant contributions
- $442,521
- Total contributions
- $602,172
- Total income / additions
- $1,587,248
Expenses & distributions
- Benefits paid
- $1,930,993
- Administrative expenses
- $39,820
- Total expenses
- $1,970,813
- Net increase / (decrease)
- -$383,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $21,011 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $15,747 | not reported in the loaded dataset | 2023 |