Plan5500

Phoenix Investors 401(K) Plan — Form 5500 plan (Phoenix Investors A Limited Liability Company)

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 Investors 401(K) Plan is a benefit plan reported by Phoenix Investors A Limited Liability Company under EIN 39-1785189 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $5,607,245 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.6MPlan net assets, end of year$5,603,852
Participants244Covered participants reported
Assets / participant$23KComputed: assets ÷ participants$22,981 (computed)
Provider compensation$45.8K1 Schedule C provider row(s)$45,806
Plan sponsor
Phoenix Investors A Limited Liability Company
EIN
39-1785189
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    244 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$3.4K
Money in vs. money out
Total income / additions$2.2M
Total expenses$540.5K
Benefits paid / distributions$494.7K
Contributions
Employer$428.1K
Participant$986.8K
Full reported line items

Net assets

Total assets (EOY)
$5,607,245
Total liabilities (EOY)
$3,393
Net assets (EOY)
$5,603,852
Net assets (BOY)
$3,898,186

Income & contributions

Employer contributions
$428,099
Participant contributions
$986,755
Total contributions
$1,470,069
Total income / additions
$2,246,161

Expenses & distributions

Benefits paid
$494,689
Administrative expenses
$45,806
Total expenses
$540,495
Net increase / (decrease)
$1,705,666
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Dubuque Bank & Trust Company$45.8K
    NONE · Direct $45.8K · Indirect $0

Related Form 5500 pages