Phusion Projects, LLC — 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, Phusion Projects, LLC (EIN 20-8141359) is a plan sponsor located in Chicago, IL with 2 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
20-8141359
Location
Chicago, IL
Loaded plans
2
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 Phusion Projects, LLC

  • 2 loaded plans hold $10.3M in reported assets.
  • The largest, Phusion Projects, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 289 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.3MSummed across loaded plans$10,316,077
Total reported assets$10.3M$10,316,077
Total reported participants289
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.3M total assets
Net assets$10.3MLiabilities$0
Contributions & income
Employer contributions$526.8K
Participant contributions$897K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Phusion Projects, LLC 401(K) Plan
Participants per plan145Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 172 participants · 2023
  2. 2
    Plan #503 · 117 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Phusion Projects, LLC. Open one for its full reported snapshot.

  1. 2023
    Phusion Projects, LLC 401(K) Plan172 participants · 2Sch HSch C
    View filing →
  2. 2023
    Phusion Projects, LLC Health And Welfare Benefit Plan117 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phusion Projects, LLC report on Form 5500?
Phusion Projects, LLC (EIN 20-8141359) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phusion Projects, LLC?
The Employer Identification Number (EIN) reported for Phusion Projects, LLC is 20-8141359.
What is the latest Form 5500 filing year for Phusion Projects, LLC?
The latest loaded Form 5500 filing year for Phusion Projects, LLC is 2023.

Related Form 5500 pages