How many benefit plans does Phoenix Kelley Incorporated report on Form 5500?

Phoenix Kelley Incorporated (EIN 92-0750946) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Phoenix Kelley Incorporated?

The Employer Identification Number (EIN) reported for Phoenix Kelley Incorporated is 92-0750946.

What is the latest Form 5500 filing year for Phoenix Kelley Incorporated?

The latest loaded Form 5500 filing year for Phoenix Kelley Incorporated is 2023.

Phoenix Kelley Incorporated — 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 Kelley Incorporated (EIN 92-0750946) is a plan sponsor located in Old Hickory, TN 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: 92-0750946
Location: Old Hickory, TN
Loaded plans: 1
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 Kelley Incorporated

1 loaded plans hold $182K in reported assets.
The largest, Phoenix Kelley Incorporated Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 1 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$182KSummed across loaded plans$181,955

Total reported assets$182K$181,955

Total reported participants1

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$182K total assets

Net assets$182KLiabilities—

Contributions & income

Total income / additions$122K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$0

Net increase / (decrease)$122K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Phoenix Kelley Incorporated Retirement Plan

Participants per plan1Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
Phoenix Kelley Incorporated Retirement Plan$182K
Plan #001 · 1 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 Kelley Incorporated. Open one for its full reported snapshot.

2023
Phoenix Kelley Incorporated Retirement Plan1 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phoenix Kelley Incorporated report on Form 5500?: Phoenix Kelley Incorporated (EIN 92-0750946) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phoenix Kelley Incorporated?: The Employer Identification Number (EIN) reported for Phoenix Kelley Incorporated is 92-0750946.
What is the latest Form 5500 filing year for Phoenix Kelley Incorporated?: The latest loaded Form 5500 filing year for Phoenix Kelley Incorporated is 2023.