Phase3 Media, LLC 401(K) Plan — Form 5500 plan (Phase3 Media, 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, Phase3 Media, LLC 401(K) Plan is a benefit plan reported by Phase3 Media, LLC under EIN 58-2598836 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $7,666,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phase3 Media, LLC
EIN
58-2598836
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
232
End-of-year plan assets
$7,666,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241015072614NAL0015939827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,666,296
Total liabilities (EOY)
$0
Net assets (EOY)
$7,666,296
Net assets (BOY)
$5,258,701

Income & contributions

Employer contributions
$45,903
Participant contributions
$833,867
Total contributions
$889,505
Total income / additions
$1,875,286

Expenses & distributions

Benefits paid
$459,063
Administrative expenses
$57,471
Total expenses
$532,726
Net increase / (decrease)
$1,342,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$32,270$02023
Cape Investment Advisory,IncINVESTMENT/FINANCIAL ADVI$25,201$02023

Related Form 5500 pages