Pharos Systems International, Inc. 401(K) Savings Plan — Form 5500 plan (Pharos Systems International, Inc.)

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, Pharos Systems International, Inc. 401(K) Savings Plan is a benefit plan reported by Pharos Systems International, Inc. under EIN 11-3645918 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $11,583,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pharos Systems International, Inc.
EIN
11-3645918
Plan number
001
Plan type
2
Location
West Henrietta, NY
Latest filing year
2023
Participants
110
End-of-year plan assets
$11,583,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023110H, C20241014172040NAL0013678803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,583,660
Total liabilities (EOY)
$0
Net assets (EOY)
$11,583,660
Net assets (BOY)
$11,045,107

Income & contributions

Employer contributions
$84,660
Participant contributions
$534,918
Total contributions
$619,578
Total income / additions
$2,443,872

Expenses & distributions

Benefits paid
$1,879,609
Administrative expenses
$25,710
Total expenses
$1,905,319
Net increase / (decrease)
$538,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$16,664not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,046$02023

Related Form 5500 pages