Phoenix 401(K) Plan — Form 5500 plan (Phoenix Management, 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, Phoenix 401(K) Plan is a benefit plan reported by Phoenix Management, Inc. under EIN 74-2641906 and plan number 003. The latest loaded filing year is 2023. The filing reports 615 participants and $14,071,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Management, Inc.
- EIN
- 74-2641906
- Plan number
- 003
- Plan type
- 2
- Location
- Cedar Park, TX
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $14,071,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20240530174448NAL0013987969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,071,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,959
- Net assets (BOY)
- $11,872,528
Income & contributions
- Employer contributions
- $2,403,769
- Participant contributions
- $440,731
- Total contributions
- $2,844,887
- Total income / additions
- $4,762,178
Expenses & distributions
- Benefits paid
- $2,378,690
- Administrative expenses
- $184,057
- Total expenses
- $2,562,747
- Net increase / (decrease)
- $2,199,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Incentive Plans, Inc. | RK, TPA | $50,688 | not reported in the loaded dataset | 2023 |
| Atlasmark Financial, Inc. | INV ADV | $32,492 | not reported in the loaded dataset | 2023 |
| Peggy S. Edge, Cpa, LLC | AUDITOR | $17,080 | not reported in the loaded dataset | 2023 |
| Fidelity Brokerage Services, Inc. | CUSTODIAN | $7,798 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Cedar Park, TX
- Employee Incentive Plans, Inc. — Schedule C compensation
- Atlasmark Financial, Inc. — Schedule C compensation
- Peggy S. Edge, Cpa, LLC — Schedule C compensation
- Fidelity Brokerage Services, Inc. — Schedule C compensation