2023 Form 5500 filing — Phoenix Lithographing Corporation 401(K) Profit Sharing Plan And Trust
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 20240911124146NAL0011936368001) for Phoenix Lithographing Corporation 401(K) Profit Sharing Plan And Trust, reported by Phoenix Lithographing Corporation under EIN 02-0629371 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911124146NAL0011936368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phoenix Lithographing Corporation
- EIN
- 02-0629371
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,653,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,653,276
- Participant contributions
- $1,024,843
- Total income / additions
- $1,991,302
- Benefits paid
- $406,972
- Administrative expenses
- $12,899
- Total expenses
- $419,871
- Net increase / (decrease)
- $1,571,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,814 | $0 |
| Legacy Retirement Solutions, LLC | CONTRACT ADMINISTRATOR | $3,125 | $38 |