Plan5500

Pheonix, AZ Form 5500 retirement and benefit plan filings

City Form 5500 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, Pheonix, AZ has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $5,498,249 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Pheonix

  • 5 loaded plans hold $5.5M in reported assets across 5 sponsors.
  • The largest, Kt Consulting - Az, LLC 401(K) Profit Sharing Plan, holds 52% of reported Pheonix plan assets.
  • Plans cover 733 participants — about 147 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.5MSummed across loaded plans$5,498,249
Total reported assets$5.5M$5,498,249
Total reported participants733
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.5M total assets
Net assets$5.5MLiabilities$0
Contributions & income
Employer contributions$110.3K
Participant contributions$715.3K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$827.8K
Total expenses$867.5K
Net increase / (decrease)$744.3K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pheonix, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Pheonix market comparison

Largest plan share of assets52%Kt Consulting - Az, LLC 401(K) Profit Sharing Plan
Participants per plan147Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Pheonix

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kt Consulting - Az, LLC 401(K) Profit Sharing Plan$2.9M
    Kt Consulting - Az, LLC · 2023
  2. 2
    Shamrock Farms Company Profit Sharing Plan And Trust$2.4M
    Shamrock Farms Company · 2023
  3. 3
    Pro Delivery, LLC 401(K) Plan$202.4K
    Pro Delivery LLC · 2023
  4. 4
    Fastrucking.Com, LLC 401(K) Profit Sharing Plan$0
    Fastrucking.Com, LLC · 2023
  5. 5
    Dansons Usa, Inc. Health And Welfare Plannot reported in the loaded dataset
    Dansons Usa, Inc. · 2023

Largest plans in Pheonix → · Pheonix plans by participants → · Pheonix plans with financial data → · Pheonix plans with provider compensation → · $1B+ plans in Pheonix →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pheonix, AZ?
5 plan(s) reported by 5 sponsor(s) are loaded for Pheonix, AZ.

Related Form 5500 pages