Plan5500

Phoenix Concrete, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Phoenix Concrete, Inc. (EIN 20-1473942) is a plan sponsor located in Oceano, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1473942
Location
Oceano, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Phoenix Concrete, Inc.

  • 3 loaded plans hold $90.2K in reported assets.
  • The largest, Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan, holds 87% of this company's reported plan assets.
  • Plans cover 47 reported participants.
  • 3 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$90.2KSummed across loaded plans$90,170
Total reported assets$90.2K$90,170
Total reported participants47
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$90.2K total assets
Net assets$90.2KLiabilities—
Contributions & income
Employer contributions$44K
Participant contributionsNot reported
Total income / additions$44.1K
Expenses & distributions
Benefits paid / distributions$9.9K
Total expenses$14K
Net increase / (decrease)$30.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets87%Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan
Participants per plan16Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan$78K
    Plan #521 · 15 participants · 2023
  2. 2
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan$8.1K
    Plan #516 · 18 participants · 2023
  3. 3
    Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan$4.1K
    Plan #520 · 14 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Phoenix Concrete, Inc.. Open one for its full reported snapshot.

  1. 2023
    Neubridg, Inc. Integrated Health Reimbursement Arrangement Plan18 participants · 2Sch I
    View filing →
  2. 2023
    Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan15 participants · 2Sch I
    View filing →
  3. 2023
    Neubridg, Inc. Individual Coverage Health Reimbursement Arrangement Plan14 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phoenix Concrete, Inc. report on Form 5500?
Phoenix Concrete, Inc. (EIN 20-1473942) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phoenix Concrete, Inc.?
The Employer Identification Number (EIN) reported for Phoenix Concrete, Inc. is 20-1473942.
What is the latest Form 5500 filing year for Phoenix Concrete, Inc.?
The latest loaded Form 5500 filing year for Phoenix Concrete, Inc. is 2023.

Related Form 5500 pages