Phd Manufacturing 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, Phd Manufacturing Inc (EIN 34-1098720) is a plan sponsor located in Columbiana, OH 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
34-1098720
Location
Columbiana, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,733,247
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,733,247

Contributions & income

Employer contributions
$159,651
Participant contributions
$442,521
Total income / additions
$1,587,248

Expenses & distributions

Benefits paid / distributions
$1,930,993
Total expenses
$1,970,813
Net increase / (decrease)
-$383,565

Coverage

Total reported participants
227
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Phd Manufacturing Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Phd Manufacturing Inc 401(K) Profit Sharing Plan & Trust002126$5,733,2472023
Phd Manufacturing Inc Welfare Benefit Plan501101not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phd Manufacturing Inc
YearPlanParticipantsSchedulesFiling
2023Phd Manufacturing Inc 401(K) Profit Sharing Plan & Trust126H, C20240927111038NAL0003560400001
2023Phd Manufacturing Inc Welfare Benefit Plan10120250410122857NAL0024192961001

Related Form 5500 pages