2023 Form 5500 filing — Phononic Inc

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 20241015061304NAL0054979138001) for Phononic Inc, reported by Phononic, Inc under EIN 26-3664373 and plan number 001. It reports 221 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)$9.4MReported net assets$9,420,065

Participants221

Provider compensation$51.7K3 Schedule C row(s)$51,701

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015061304NAL0054979138001
Plan sponsor: Phononic, Inc
EIN: 26-3664373
Plan number: 001
Location: Durham, NC
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)$9.4M total assets

Net assets$9.4MLiabilities$0

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$606.7K

Participant$1.4M

Full reported line items

Total assets (EOY): $9,420,065
Total liabilities (EOY): $0
Net assets (EOY): $9,420,065
Employer contributions: $606,719
Participant contributions: $1,421,882
Total income / additions: $3,817,963
Benefits paid: $1,416,973
Administrative expenses: $55,756
Total expenses: $1,476,259
Net increase / (decrease): $2,341,704

Schedule C

Reported service provider compensation

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

1
Adp, Inc.$37.1K
RECORD KEEPER · Direct $37.1K · Indirect $0
2
Morgan Stanley Smith Barney$14.6K
INVESTMENT/FINANCIAL ADVI · Direct $14.6K · Indirect $0
3
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015061304NAL0054979138001 cover?: It is the 2023 Form 5500 filing for Phononic Inc, reported by Phononic, Inc (EIN 26-3664373).
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).