Phoenix Specialty Inc. Employee Stock Ownership Plan — Form 5500 plan (Phoenix Specialty 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 Specialty Inc. Employee Stock Ownership Plan is a benefit plan reported by Phoenix Specialty Inc. under EIN 34-1825021 and plan number 003. The latest loaded filing year is 2023. The filing reports 28 participants and $2,320,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Specialty Inc.
- EIN
- 34-1825021
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, PA
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $2,320,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240617162321NAL0004128690001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,320,174
- Total liabilities (EOY)
- $3,861,967
- Net assets (EOY)
- -$1,541,793
- Net assets (BOY)
- $500,000
Income & contributions
- Employer contributions
- $205,644
- Total income / additions
- -$1,962,126
Expenses & distributions
- Total expenses
- $79,667
- Net increase / (decrease)
- -$2,041,793
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.