Phoenix Taco LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Phoenix Taco LLC)
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 Taco LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Phoenix Taco LLC under EIN 56-2108172 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $2,354,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Taco LLC
- EIN
- 56-2108172
- Plan number
- 001
- Plan type
- 2
- Location
- Morganton, NC
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $2,354,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20241001061936NAL0006453169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,354,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,354,815
- Net assets (BOY)
- $1,687,071
Income & contributions
- Employer contributions
- $193,792
- Participant contributions
- $441,161
- Total contributions
- $654,857
- Total income / additions
- $938,531
Expenses & distributions
- Benefits paid
- $237,523
- Administrative expenses
- $31,253
- Total expenses
- $268,776
- Net increase / (decrease)
- $669,755
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,253 | $0 | 2023 |