Phoseon Technology Inc. 401k Profit Sharing Plan & Trust — Form 5500 plan (Phoseon Technology 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, Phoseon Technology Inc. 401k Profit Sharing Plan & Trust is a benefit plan reported by Phoseon Technology Inc. under EIN 82-0554276 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants184Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$28.9K3 Schedule C provider row(s)$28,939
Plan sponsor
Phoseon Technology Inc.
EIN
82-0554276
Plan number
001
Plan type
2
Location
Hillsboro, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    184 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$3.1M
Total expenses$4.5M
Benefits paid / distributions$4.5M
Contributions
Employer$430.9K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,674,691

Income & contributions

Employer contributions
$430,878
Participant contributions
$1,050,126
Total contributions
$1,560,319
Total income / additions
$3,061,595

Expenses & distributions

Benefits paid
$4,451,115
Administrative expenses
$4,255
Total expenses
$4,456,841
Net increase / (decrease)
-$1,395,246
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Benefits paid ÷ total income145%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Phoseon Technology Inc. 401k Profit Sharing Plan & Trust?
Phoseon Technology Inc. 401k Profit Sharing Plan & Trust is reported as sponsored by Phoseon Technology Inc. (EIN 82-0554276, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Phoseon Technology Inc. 401k Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Phoseon Technology Inc. 401k Profit Sharing Plan & Trust is 2023.
How many participants does Phoseon Technology Inc. 401k Profit Sharing Plan & Trust report?
Phoseon Technology Inc. 401k Profit Sharing Plan & Trust reports 184 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Phoseon Technology Inc. 401k Profit Sharing Plan & Trust?
Phoseon Technology Inc. 401k Profit Sharing Plan & Trust reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages