Phifer Retirement And 401(K) Savings Plan — Form 5500 plan (Phifer Incorporated)

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, Phifer Retirement And 401(K) Savings Plan is a benefit plan reported by Phifer Incorporated under EIN 63-0441784 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,359 participants and $170,708,068 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phifer Incorporated
EIN
63-0441784
Plan number
004
Plan type
2
Location
Tuscaloosa, AL
Latest filing year
2023
Participants
1,359
End-of-year plan assets
$170,708,068

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,359H, C20241014162156NAL0046792432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$170,708,068
Total liabilities (EOY)
$0
Net assets (EOY)
$170,708,068
Net assets (BOY)
$158,205,244

Income & contributions

Employer contributions
$5,172,563
Participant contributions
$6,051,844
Total contributions
$11,319,363
Total income / additions
$33,604,632

Expenses & distributions

Benefits paid
$21,054,331
Administrative expenses
$47,477
Total expenses
$21,101,808
Net increase / (decrease)
$12,502,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan Svcs.RETAINED BY CLIENT$47,477$02023
Morgan StanleyRETAINED BY CLIENT$0$02023

Related Form 5500 pages