2023 Form 5500 filing — Phoenix Contact Employee Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816092025NAL0030595362001) for Phoenix Contact Employee Investment Plan, reported by Phoenix Contact Development And Manufacturing, Inc. under EIN 75-2979405 and plan number 001. It reports 1,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816092025NAL0030595362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Contact Development And Manufacturing, Inc.
- EIN
- 75-2979405
- Plan number
- 001
- Location
- Middletown, PA
- Participants
- 1,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,690,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $143,690,238
- Employer contributions
- $4,272,825
- Participant contributions
- $8,351,687
- Total income / additions
- $34,642,664
- Benefits paid
- $10,889,090
- Administrative expenses
- $103,262
- Total expenses
- $10,992,352
- Net increase / (decrease)
- $23,650,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $121,526 | $0 |