Plan5500

Phoenix Contact Employee Investment Plan — Form 5500 plan (Phoenix Contact Development And Manufacturing, 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, Phoenix Contact Employee Investment Plan is a benefit plan reported by Phoenix Contact Development And Manufacturing, Inc. under EIN 75-2979405 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,082 participants and $143,690,238 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phoenix Contact Development And Manufacturing, Inc.
EIN
75-2979405
Plan number
001
Plan type
2
Location
Middletown, PA
Latest filing year
2023
Participants
1,082
End-of-year plan assets
$143,690,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,082H, C20240816092025NAL0030595362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$143,690,238
Total liabilities (EOY)
$0
Net assets (EOY)
$143,690,238
Net assets (BOY)
$120,039,926

Income & contributions

Employer contributions
$4,272,825
Participant contributions
$8,351,687
Total contributions
$13,649,690
Total income / additions
$34,642,664

Expenses & distributions

Benefits paid
$10,889,090
Administrative expenses
$103,262
Total expenses
$10,992,352
Net increase / (decrease)
$23,650,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$121,526$02023

Related Form 5500 pages