Phenix Label Co., Inc. 401(K) Plan — Form 5500 plan (Phenix Label Company, 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, Phenix Label Co., Inc. 401(K) Plan is a benefit plan reported by Phenix Label Company, Inc. under EIN 48-1074424 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $14,538,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phenix Label Company, Inc.
- EIN
- 48-1074424
- Plan number
- 001
- Plan type
- 2
- Location
- Olathe, KS
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $14,538,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015121855NAL0047860576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,538,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,538,119
- Net assets (BOY)
- $13,578,543
Income & contributions
- Employer contributions
- $351,399
- Participant contributions
- $782,883
- Total contributions
- $1,156,249
- Total income / additions
- $2,503,188
Expenses & distributions
- Benefits paid
- $1,489,877
- Administrative expenses
- $53,735
- Total expenses
- $1,543,612
- Net increase / (decrease)
- $959,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Phd Retirement Consulting | NONE | $46,053 | not reported in the loaded dataset | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $950 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $720 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phenix Label Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Olathe, KS
- Phd Retirement Consulting — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation