2023 Form 5500 filing — Pha America, Inc. 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 20241015130120NAL0029714129001) for Pha America, Inc. 401(K) Plan, reported by Pha America Inc under EIN 27-3279619 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130120NAL0029714129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pha America Inc
- EIN
- 27-3279619
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,674,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,674,899
- Employer contributions
- $188,538
- Participant contributions
- $282,255
- Total income / additions
- $1,179,962
- Benefits paid
- $660,674
- Administrative expenses
- $16,457
- Total expenses
- $677,131
- Net increase / (decrease)
- $502,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORDKEEPER | $16,457 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Parnassus Funds | NONE | $0 | $0 |
| Eaton Vance | NONE | $0 | $0 |
| American Century Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Calvert Group | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Federated Funds | NONE | $0 | $0 |
| Brandes Investment Trust | NONE | $0 | $0 |
| Amg Funds | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Artisan Partners | NONE | $0 | $0 |
| Wells Fargo Funds | NONE | $0 | $0 |
| Principal Funds | NONE | $0 | $0 |
| Blackrock Funds | NONE | $0 | $0 |
| William Blair Funds | NONE | $0 | $0 |
| Bny Mellon Funds | NONE | $0 | $0 |
| Virtus Funds | NONE | $0 | $0 |
| Heartland Funds | NONE | $0 | $0 |
| Loomis - Sayles - Natixis - Hansber | NONE | $0 | $0 |