2023 Form 5500 filing — Phoenix Processor Retirement Savings 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 20241011130812NAL0010944419001) for Phoenix Processor Retirement Savings Plan, reported by Phoenix Processor Limited Partnership under EIN 91-1428466 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130812NAL0010944419001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Phoenix Processor Limited Partnership
- EIN
- 91-1428466
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,388,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,388,955
- Employer contributions
- $223,580
- Participant contributions
- $449,866
- Total income / additions
- $2,656,232
- Benefits paid
- $2,290,915
- Administrative expenses
- $55,767
- Total expenses
- $2,346,682
- Net increase / (decrease)
- $309,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $29,203 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,564 | $0 |