Dayton-Phoenix Group, Inc. Hourly Employees 401(K) Retirement Plan And Trust — Form 5500 plan (Dayton-Phoenix Group, 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, Dayton-Phoenix Group, Inc. Hourly Employees 401(K) Retirement Plan And Trust is a benefit plan reported by Dayton-Phoenix Group, Inc. under EIN 31-1356760 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $16,203,947 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.2MPlan net assets, end of year$16,185,150
Participants151Covered participants reported
Assets / participant$107.3KComputed: assets ÷ participants$107,311 (computed)
Provider compensation$47.2K2 Schedule C provider row(s)$47,205
- Plan sponsor
- Dayton-Phoenix Group, Inc.
- EIN
- 31-1356760
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241015091559NAL0027922433001 |
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)$16.2M total assets
Net assets$16.2MLiabilities$18.8K
Full reported line items
Net assets
- Total assets (EOY)
- $16,203,947
- Total liabilities (EOY)
- $18,797
- Net assets (EOY)
- $16,185,150
- Net assets (BOY)
- $13,567,981
Income & contributions
- Employer contributions
- $386,023
- Participant contributions
- $722,121
- Total contributions
- $1,108,144
- Total income / additions
- $3,204,903
Expenses & distributions
- Benefits paid
- $471,198
- Administrative expenses
- $47,205
- Total expenses
- $518,403
- Net increase / (decrease)
- $2,686,500
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.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $33,532 | not reported in the loaded dataset | 2023 |
| Everhart Advisors | NONE | $13,673 | not reported in the loaded dataset | 2023 |