Plan5500

Phoenix Houses Of California 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 Houses Of California Inc. (EIN 94-3015376) is a plan sponsor located in Lake View Terrace, CA 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
94-3015376
Location
Lake View Terrace, CA
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 Phoenix Houses Of California Inc.

  • 2 loaded plans hold $4.5M in reported assets.
  • The largest, The Phoenix House Of California 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 896 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$4.5MSummed across loaded plans$4,494,503
Total reported assets$4.5M$4,507,439
Total reported participants896
Total reported liabilities$12.9K$12,936

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$12.9K
Contributions & income
Employer contributions$333.5K
Participant contributions$535.7K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$578.6K

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%The Phoenix House Of California 403(B) Retirement Plan
Participants per plan448Average 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
    The Phoenix House Of California 403(B) Retirement Plan$4.5M
    Plan #001 · 516 participants · 2023
  2. 2
    Phoenix Houses Of California, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 380 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 Houses Of California Inc.. Open one for its full reported snapshot.

  1. 2023
    The Phoenix House Of California 403(B) Retirement Plan516 participants · 3Sch HSch C
    View filing →
  2. 2023
    Phoenix Houses Of California, Inc. Employee Benefits Plan380 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phoenix Houses Of California Inc. report on Form 5500?
Phoenix Houses Of California Inc. (EIN 94-3015376) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phoenix Houses Of California Inc.?
The Employer Identification Number (EIN) reported for Phoenix Houses Of California Inc. is 94-3015376.
What is the latest Form 5500 filing year for Phoenix Houses Of California Inc.?
The latest loaded Form 5500 filing year for Phoenix Houses Of California Inc. is 2023.

Related Form 5500 pages