2023 Form 5500 filing — Phoenix American Incorporated 401k 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 20250313123426NAL0020672257001) for Phoenix American Incorporated 401k Plan, reported by Phoenix American Incorporated under EIN 94-2191861 and plan number 002. It reports 194 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)$24.7MReported net assets$24,666,784
Participants194
Provider compensation$1.3K1 Schedule C row(s)$1,335
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313123426NAL0020672257001
- Plan sponsor
- Phoenix American Incorporated
- EIN
- 94-2191861
- Plan number
- 002
- Location
- Larkspur, CA
- 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)$24.7M total assets
Net assets$24.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,666,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,666,784
- Employer contributions
- $0
- Participant contributions
- $1,118,071
- Total income / additions
- $6,282,207
- Benefits paid
- $535,118
- Administrative expenses
- $2,834
- Total expenses
- $537,952
- Net increase / (decrease)
- $5,744,255
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,335 | $0 |