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, The Phoenix Forge Group 401(K) Savings Plan is a benefit plan reported by The Phoenix Forge Group, LLC under EIN 23-2932241 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $37,503,490 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,503,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,503,490
- Net assets (BOY)
- $30,513,181
Income & contributions
- Employer contributions
- $701,614
- Participant contributions
- $1,471,524
- Total contributions
- $2,271,878
- Total income / additions
- $7,376,682
Expenses & distributions
- Benefits paid
- $333,568
- Administrative expenses
- $83,827
- Total expenses
- $418,936
- Net increase / (decrease)
- $6,957,746