Phi Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Phi Group, 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, Phi Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Phi Group, Inc. under EIN 84-2513763 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,706 participants and $396,170,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phi Group, Inc.
- EIN
- 84-2513763
- Plan number
- 002
- Plan type
- 2
- Location
- Lafayette, LA
- Latest filing year
- 2023
- Participants
- 2,706
- End-of-year plan assets
- $396,170,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,706 | H, C | 20241015125739NAL0049494688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $396,170,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,170,723
- Net assets (BOY)
- $357,278,994
Income & contributions
- Employer contributions
- $4,139,378
- Participant contributions
- $17,699,293
- Total contributions
- $23,659,856
- Total income / additions
- $83,198,253
Expenses & distributions
- Benefits paid
- $43,844,086
- Administrative expenses
- $377,811
- Total expenses
- $44,306,524
- Net increase / (decrease)
- $38,891,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $168,906 | $0 | 2023 |
| Ubs Financial Services Inc | NONE | $139,248 | not reported in the loaded dataset | 2023 |
| Postlethwaite & Netterville A Profe | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Jones Walker Llp | NONE | $23,972 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $11,784 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phi Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lafayette, LA
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Postlethwaite & Netterville A Profe — Schedule C compensation
- Jones Walker Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation