2023 Form 5500 filing — Phg Retirement 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 20241009124551NAL0031178656001) for Phg Retirement Plan, reported by Ceres, LLC D/B/A Prime Hospitality Group under EIN 26-3187444 and plan number 002. It reports 1,238 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)$4.6MReported net assets$4,633,322
Participants1.2K1,238
Provider compensation$99.9K2 Schedule C row(s)$99,881
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009124551NAL0031178656001
- Plan sponsor
- Ceres, LLC D/B/A Prime Hospitality Group
- EIN
- 26-3187444
- Plan number
- 002
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,633,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,633,322
- Employer contributions
- $306,239
- Participant contributions
- $1,313,964
- Total income / additions
- $2,327,186
- Benefits paid
- $413,956
- Administrative expenses
- $99,865
- Total expenses
- $513,821
- Net increase / (decrease)
- $1,813,365
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Pension Advisors, Ltd. | TPA | $52,132 | not reported in the loaded dataset |
| Nationwide | CUSTODIAN | $47,733 | $16 |