Plan5500

Phm Brands, LLC 401(K) Retirement Plan — Form 5500 plan (Phm Brands, 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, Phm Brands, LLC 401(K) Retirement Plan is a benefit plan reported by Phm Brands, LLC under EIN 82-4032762 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $6,273,614 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.3MPlan net assets, end of year$6,273,614
Participants342Covered participants reported
Assets / participant$18.3KComputed: assets ÷ participants$18,344 (computed)
Provider compensation$72.8K1 Schedule C provider row(s)$72,834
Plan sponsor
Phm Brands, LLC
EIN
82-4032762
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    342 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.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$268.8K
Participant$707.1K
Full reported line items

Net assets

Total assets (EOY)
$6,273,614
Total liabilities (EOY)
$0
Net assets (EOY)
$6,273,614
Net assets (BOY)
$5,752,202

Income & contributions

Employer contributions
$268,844
Participant contributions
$707,117
Total contributions
$977,206
Total income / additions
$1,853,611

Expenses & distributions

Benefits paid
$1,242,824
Administrative expenses
$62,990
Total expenses
$1,332,199
Net increase / (decrease)
$521,412
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 28%Participant 72%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Dubuque Bank And Trust Company$72.8K
    NONE · Direct $72.8K

Related Form 5500 pages