Who sponsors the Phd, Inc. Non-Union 401(K) Plan?

Phd, Inc. Non-Union 401(K) Plan is reported as sponsored by Phd, Inc. (EIN 35-1000183, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Phd, Inc. Non-Union 401(K) Plan?

The latest Form 5500 filing year loaded for Phd, Inc. Non-Union 401(K) Plan is 2023.

How many participants does Phd, Inc. Non-Union 401(K) Plan report?

Phd, Inc. Non-Union 401(K) Plan reports 279 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Phd, Inc. Non-Union 401(K) Plan?

Phd, Inc. Non-Union 401(K) Plan reports $38,899,283 in end-of-year plan assets in its latest loaded Form 5500 filing.

Phd, Inc. Non-Union 401(K) Plan — Form 5500 plan (Phd, 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, Phd, Inc. Non-Union 401(K) Plan is a benefit plan reported by Phd, Inc. under EIN 35-1000183 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $38,899,283 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.9MPlan net assets, end of year$38,899,283

Participants279Covered participants reported

Assets / participant$139.4KComputed: assets ÷ participants$139,424 (computed)

Provider compensation$103.8K3 Schedule C provider row(s)$103,778

Plan sponsor: Phd, Inc.
EIN: 35-1000183
Plan number: 001
Plan type: 2
Location: Fort Wayne, IN
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	279	H, C	20241014133751NAL0044676080001

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)$38.9M total assets

Net assets$38.9MLiabilities$0

Money in vs. money out

Total income / additions$8.6M

Total expenses$6.2M

Benefits paid / distributions$6M

Contributions

Employer$762.6K

Participant$1.6M

Full reported line items

Net assets

Total assets (EOY): $38,899,283
Total liabilities (EOY): $0
Net assets (EOY): $38,899,283
Net assets (BOY): $36,501,331

Income & contributions

Employer contributions: $762,596
Participant contributions: $1,638,419
Total contributions: $2,611,396
Total income / additions: $8,552,342

Expenses & distributions

Benefits paid: $5,992,579
Administrative expenses: $103,778
Total expenses: $6,154,390
Net increase / (decrease): $2,397,952

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)

32%68%

Employer 32%Participant 68%

Total expenses ÷ net assets16%Computed ratio

Benefits paid ÷ total income70%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Ubs Financial Services Inc	INVESTMENT ADVISOR	$61,365	not reported in the loaded dataset	2023
Empower Annuity Insurance Company O	RECORDKEEPER	$29,913	$0	2023
Baden Gage & Schroeder, LLC	OTHER	$12,500	not reported in the loaded dataset	2023