2023 Form 5500 filing — The Phoenix House Foundation Inc Tax Deferred Annuity 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 20241111084855NAL0030765698001) for The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan, reported by Phoenix House Foundation Inc. under EIN 23-7013149 and plan number 001. It reports 753 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)$19.5MReported net assets$19,471,438
Participants753
Provider compensation$96.6K3 Schedule C row(s)$96,600
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241111084855NAL0030765698001
- Plan sponsor
- Phoenix House Foundation Inc.
- EIN
- 23-7013149
- Plan number
- 001
- Location
- Long Island, NY
- 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)$19.5M total assets
Net assets$19.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $19,471,438
- Net assets (EOY)
- $19,471,438
- Employer contributions
- $465,518
- Participant contributions
- $422,099
- Total income / additions
- $4,071,022
- Benefits paid
- $3,063,940
- Administrative expenses
- $96,600
- Total expenses
- $3,161,203
- Net increase / (decrease)
- $909,819
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $61,075 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $35,525 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |