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 Financial Services, LLC Group Retirement Plan is a benefit plan reported by Phoenix Financial Services, LLC under EIN 30-0651611 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $14,540,944 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,540,944
- Net assets (EOY)
- $14,540,944
- Net assets (BOY)
- $12,068,918
Income & contributions
- Employer contributions
- $418,152
- Participant contributions
- $818,896
- Total contributions
- $1,273,984
- Total income / additions
- $3,232,899
Expenses & distributions
- Benefits paid
- $752,435
- Administrative expenses
- $8,438
- Total expenses
- $760,873
- Net increase / (decrease)
- $2,472,026