2023 Form 5500 filing — Phoenix Fabricators And Erectors, LLC 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 20241004151729NAL0006796243001) for Phoenix Fabricators And Erectors, LLC Profit Sharing Plan And Trust, reported by Phoenix Fabricators And Erectors, LLC under EIN 35-1676662 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.8MReported net assets$6,849,153
Participants246
Provider compensation$49.5K3 Schedule C row(s)$49,539
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004151729NAL0006796243001
Plan sponsor
Phoenix Fabricators And Erectors, LLC
EIN
35-1676662
Plan number
001
Location
Avon, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$297.9K
Participant$737.3K
Full reported line items
Total assets (EOY)
$6,849,153
Total liabilities (EOY)
$0
Net assets (EOY)
$6,849,153
Employer contributions
$297,895
Participant contributions
$737,264
Total income / additions
$2,075,331
Benefits paid
$1,966,201
Administrative expenses
$49,539
Total expenses
$2,033,730
Net increase / (decrease)
$41,601
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACCOUNTANT/AUDITOR · Direct $18.4K
  2. 2
    INVESTMENT ADVISOR · Direct $15.9K
  3. 3
    RECORDKEEPER · Direct $15.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004151729NAL0006796243001 cover?
It is the 2023 Form 5500 filing for Phoenix Fabricators And Erectors, LLC Profit Sharing Plan And Trust, reported by Phoenix Fabricators And Erectors, LLC (EIN 35-1676662).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages