Plan5500

Phb Die Casting Inc. 401(K) Plan — Form 5500 plan (Phb Die Casting 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, Phb Die Casting Inc. 401(K) Plan is a benefit plan reported by Phb Die Casting Inc. under EIN 25-0924453 and plan number 005. The latest loaded filing year is 2023. The filing reports 199 participants and $8,974,848 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9MPlan net assets, end of year$8,974,848
Participants199Covered participants reported
Assets / participant$45.1KComputed: assets ÷ participants$45,100 (computed)
Provider compensation$34.5K3 Schedule C provider row(s)$34,464
Plan sponsor
Phb Die Casting Inc.
EIN
25-0924453
Plan number
005
Plan type
2
Location
Fairview, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    199 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$177.3K
Participant$287.5K
Full reported line items

Net assets

Total assets (EOY)
$8,974,848
Total liabilities (EOY)
$0
Net assets (EOY)
$8,974,848
Net assets (BOY)
$8,274,967

Income & contributions

Employer contributions
$177,346
Participant contributions
$287,493
Total contributions
$467,636
Total income / additions
$1,936,101

Expenses & distributions

Benefits paid
$1,221,504
Administrative expenses
$15,720
Total expenses
$1,236,220
Net increase / (decrease)
$699,881
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lpl Financial LLC$18.7K
    BROKER/ADVISER · Direct $0 · Indirect $18.7K
  2. 2
    Schaffner, Knight, Minnaugh & Compa$15.7K
    AUDITOR · Direct $15.7K
  3. 3
    Empower Annuity Insurance Company O$0
    RECORDKEEPER · Direct $0 · Indirect $0

Related Form 5500 pages