Plan5500

Phd, Inc. Non-Union 401(K) Plan — Form 5500 plan (Phd, 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, Inc. Non-Union 401(K) Plan is a benefit plan reported by Phd, Inc. under EIN 35-1000183 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $38,899,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phd, Inc.
EIN
35-1000183
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
279
End-of-year plan assets
$38,899,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20241014133751NAL0044676080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,899,283
Total liabilities (EOY)
$0
Net assets (EOY)
$38,899,283
Net assets (BOY)
$36,501,331

Income & contributions

Employer contributions
$762,596
Participant contributions
$1,638,419
Total contributions
$2,611,396
Total income / additions
$8,552,342

Expenses & distributions

Benefits paid
$5,992,579
Administrative expenses
$103,778
Total expenses
$6,154,390
Net increase / (decrease)
$2,397,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$61,365not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$29,913$02023
Baden Gage & Schroeder, LLCOTHER$12,500not reported in the loaded dataset2023

Related Form 5500 pages