Phoenix Lithographing Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Phoenix Lithographing Corporation)
Plain-English plan 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, Phoenix Lithographing Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Phoenix Lithographing Corporation under EIN 02-0629371 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $8,653,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Lithographing Corporation
- EIN
- 02-0629371
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $8,653,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20240911124146NAL0011936368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,653,276
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,653,276
- Net assets (BOY)
- $7,081,845
Income & contributions
- Participant contributions
- $1,024,843
- Total contributions
- $1,024,843
- Total income / additions
- $1,991,302
Expenses & distributions
- Benefits paid
- $406,972
- Administrative expenses
- $12,899
- Total expenses
- $419,871
- Net increase / (decrease)
- $1,571,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,814 | $0 | 2023 |
| Legacy Retirement Solutions, LLC | CONTRACT ADMINISTRATOR | $3,125 | $38 | 2023 |