2023 Form 5500 filing — Phoenix Tower International In 401(K) Profit Sharing Plan & 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 20241008133002NAL0028775152001) for Phoenix Tower International In 401(K) Profit Sharing Plan & Trust, reported by Phoenix Tower International In under EIN 36-4798271 and plan number 001. It reports 244 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)$10MReported net assets$10,040,152
Participants244
Provider compensation$54.3K2 Schedule C row(s)$54,277
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008133002NAL0028775152001
Plan sponsor
Phoenix Tower International In
EIN
36-4798271
Plan number
001
Location
Boca Raton, FL
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)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$673K
Participant$1.2M
Full reported line items
Total assets (EOY)
$10,040,152
Total liabilities (EOY)
$0
Net assets (EOY)
$10,040,152
Employer contributions
$672,975
Participant contributions
$1,181,674
Total income / additions
$3,414,131
Benefits paid
$1,293,794
Administrative expenses
$64,233
Total expenses
$1,360,509
Net increase / (decrease)
$2,053,622
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $39.1K
  2. 2
    RECORDKEEPER · Direct $15.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008133002NAL0028775152001 cover?
It is the 2023 Form 5500 filing for Phoenix Tower International In 401(K) Profit Sharing Plan & Trust, reported by Phoenix Tower International In (EIN 36-4798271).
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