Rising Phoenix Holdings Corporation 401(K) Retirement Savings Plan — Form 5500 plan (Rising Phoenix Holdings Corporation)
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, Rising Phoenix Holdings Corporation 401(K) Retirement Savings Plan is a benefit plan reported by Rising Phoenix Holdings Corporation under EIN 74-2367164 and plan number 001. The latest loaded filing year is 2023. The filing reports 780 participants and $16,774,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rising Phoenix Holdings Corporation
- EIN
- 74-2367164
- Plan number
- 001
- Plan type
- 2
- Location
- Utica, NY
- Latest filing year
- 2023
- Participants
- 780
- End-of-year plan assets
- $16,774,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 780 | H, C | 20241015101239NAL0047315072007 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,774,844
- Net assets (EOY)
- $16,774,844
- Net assets (BOY)
- $13,257,641
Income & contributions
- Employer contributions
- $1,173,688
- Participant contributions
- $2,571,914
- Total contributions
- $4,053,496
- Total income / additions
- $6,245,233
Expenses & distributions
- Benefits paid
- $2,632,936
- Administrative expenses
- $91,104
- Total expenses
- $2,728,030
- Net increase / (decrease)
- $3,517,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $53,761 | not reported in the loaded dataset | 2023 |
| Buckingham Asset Management | NONE | $37,343 | not reported in the loaded dataset | 2023 |