Plan5500

Phe, Inc. Employees 401(K) And Profit Sharing Plan And Trust — Form 5500 plan (Phe, 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, Phe, Inc. Employees 401(K) And Profit Sharing Plan And Trust is a benefit plan reported by Phe, Inc. under EIN 56-1335746 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $38,614,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phe, Inc.
EIN
56-1335746
Plan number
001
Plan type
2
Location
Hillsborough, NC
Latest filing year
2023
Participants
332
End-of-year plan assets
$38,614,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20240917111454NAL0002805889002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,614,222
Net assets (EOY)
$38,614,222
Net assets (BOY)
$34,595,812

Income & contributions

Employer contributions
$1,600,000
Participant contributions
$1,007,784
Total contributions
$2,614,999
Total income / additions
$7,934,729

Expenses & distributions

Benefits paid
$3,853,935
Administrative expenses
$62,384
Total expenses
$3,916,319
Net increase / (decrease)
$4,018,410

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvp Plan Administrators, Inc.RECORDKEEPER$33,216not reported in the loaded dataset2023
Gordon Asset Management, LLCINVESTMENT ADVISOR$26,816not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$2,251$02023

Related Form 5500 pages