Search public Form 5500 filings

Plans

• planPhoenix Contact Employee Investment PlanFinancial statementProvider compensation2023 filing
  $143.7Mreported assets (EOY)
  Sponsor: Phoenix Contact Development And Manufacturing, Inc.EIN: 75-2979405Plan: 001Participants: 1,082Assets: $143,690,238Net assets: $143.7MAssets / participant: $132.8KLocation: Middletown, PALatest: 2023
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• planVizo Financial Corporate Credit Union 401(K) PlanFinancial statementProvider compensation2023 filing
  $34.8Mreported assets (EOY)
  Sponsor: Vizo Financial Corporate Credit UnionEIN: 56-1295697Plan: 002Participants: 180Assets: $34,789,815Net assets: $34.8MAssets / participant: $193.3KLocation: Middletown, PALatest: 2023
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• planAdvanced Conversion Technology, Inc. Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $14.1Mreported assets (EOY)
  Sponsor: Advanced Conversion Technology, IncEIN: 23-2186457Plan: 001Participants: 182Assets: $14,069,158Net assets: $14.1MAssets / participant: $77.3KLocation: Middletown, PALatest: 2023
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• planPhillips Managed Support Services, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $9.6Mreported assets (EOY)
  Sponsor: Phillips Managed Support SrvcsEIN: 47-5507628Plan: 001Participants: 232Assets: $9,562,779Net assets: $9.6MAssets / participant: $41.2KLocation: Middletown, PALatest: 2023
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• planAdvanced Conversion Technology, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $4.8Mreported assets (EOY)
  Sponsor: Advanced Conversion Technology, Inc.EIN: 23-2186457Plan: 002Participants: 102Assets: $4,831,046Net assets: -$16.7MAssets / participant: $47.4KLocation: Middletown, PALatest: 2023
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• planCoin Wrap, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $3.9Mreported assets (EOY)
  Sponsor: Coin Wrap, Inc.EIN: 51-0235930Plan: 001Participants: 280Assets: $3,880,419Net assets: $3.9MAssets / participant: $13.9KLocation: Middletown, PALatest: 2023
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• planPennsylvania Petroleum Association Profit Sharing PlanFinancial statement2023 filing
  $1.7Mreported assets (EOY)
  Sponsor: Pennsylvania Petroleum Association, Inc.EIN: 23-1282564Plan: 002Participants: 4Assets: $1,713,736Net assets: $1.7MAssets / participant: $428.4KLocation: Middletown, PALatest: 2023
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• planIcepts Technology Group, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  $637.3Kreported assets (EOY)
  Sponsor: Icepts Technology Group, Inc.EIN: 23-2176923Plan: 002Participants: 37Assets: $637,325Net assets: $596.4KAssets / participant: $17.2KLocation: Middletown, PALatest: 2023
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