Phasetronics, 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, Phasetronics, Inc. (EIN 59-2333321) is a plan sponsor located in Clearwater, FL with 1 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
59-2333321
Location
Clearwater, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,241,427
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,241,427

Contributions & income

Employer contributions
$91,432
Participant contributions
$651,993
Total income / additions
$2,707,666

Expenses & distributions

Benefits paid / distributions
$338,666
Total expenses
$394,466
Net increase / (decrease)
$2,313,200

Coverage

Total reported participants
193
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

Phasetronics, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Phasetronics 401(K) Plan001102$10,241,4272023
Phasetronics Health Plan50191not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phasetronics, Inc.
YearPlanParticipantsSchedulesFiling
2023Phasetronics Health Plan91C20250513145236NAL0040898754001
2023Phasetronics 401(K) Plan102I20250530133041NAL0005234883001

Related Form 5500 pages