The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan — Form 5500 plan (Phoenix House Foundation 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, The Phoenix House Foundation Inc Tax Deferred Annuity Retirement Plan is a benefit plan reported by Phoenix House Foundation Inc. under EIN 23-7013149 and plan number 001. The latest loaded filing year is 2023. The filing reports 753 participants and $19,471,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix House Foundation Inc.
- EIN
- 23-7013149
- Plan number
- 001
- Plan type
- 2
- Location
- Long Island, NY
- Latest filing year
- 2023
- Participants
- 753
- End-of-year plan assets
- $19,471,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20241111084855NAL0030765698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,471,438
- Net assets (EOY)
- $19,471,438
- Net assets (BOY)
- $18,561,619
Income & contributions
- Employer contributions
- $465,518
- Participant contributions
- $422,099
- Total contributions
- $922,225
- Total income / additions
- $4,071,022
Expenses & distributions
- Benefits paid
- $3,063,940
- Administrative expenses
- $96,600
- Total expenses
- $3,161,203
- Net increase / (decrease)
- $909,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $61,075 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $35,525 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix House Foundation Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation