2023 Form 5500 filing — Phd, Inc. Non-Union 401(K) 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 20241014133751NAL0044676080001) for Phd, Inc. Non-Union 401(K) Plan, reported by Phd, Inc. under EIN 35-1000183 and plan number 001. It reports 279 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)$38.9MReported net assets$38,899,283
Participants279
Provider compensation$103.8K3 Schedule C row(s)$103,778
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014133751NAL0044676080001
- Plan sponsor
- Phd, Inc.
- EIN
- 35-1000183
- Plan number
- 001
- Location
- Fort Wayne, 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)$38.9M total assets
Net assets$38.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,899,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,899,283
- Employer contributions
- $762,596
- Participant contributions
- $1,638,419
- Total income / additions
- $8,552,342
- Benefits paid
- $5,992,579
- Administrative expenses
- $103,778
- Total expenses
- $6,154,390
- Net increase / (decrease)
- $2,397,952
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $61,365 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,913 | $0 |
| Baden Gage & Schroeder, LLC | OTHER | $12,500 | not reported in the loaded dataset |