2023 Form 5500 filing — Phx Holdings, LLC Employee Benefit Plan (502)
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 20250410085852NAL0023972753001) for Phx Holdings, LLC Employee Benefit Plan (502), reported by Phx Holdings, LLC under EIN 83-2712734 and plan number 502. It reports 247 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)-$143.6KReported net assets-$143,599
Participants247
Provider compensation$231.4K8 Schedule C row(s)$231,403
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250410085852NAL0023972753001
- Plan sponsor
- Phx Holdings, LLC
- EIN
- 83-2712734
- Plan number
- 502
- Location
- Atlanta, GA
- 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)$640.8K total assets
Net assets-$143.6KLiabilities$784.4K
Full reported line items
- Total assets (EOY)
- $640,793
- Total liabilities (EOY)
- $784,392
- Net assets (EOY)
- -$143,599
- Employer contributions
- $1,426,704
- Participant contributions
- $995,731
- Total income / additions
- $2,425,811
- Benefits paid
- $2,216,375
- Administrative expenses
- $184,647
- Total expenses
- $2,401,022
- Net increase / (decrease)
- $24,789
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8