Phx Holdings, LLC Employee Benefit Plan (502) — Form 5500 plan (Phx Holdings, LLC)
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, Phx Holdings, LLC Employee Benefit Plan (502) is a benefit plan reported by Phx Holdings, LLC under EIN 83-2712734 and plan number 502. The latest loaded filing year is 2023. The filing reports 239 participants and $197,601 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$143.6KPlan net assets, end of year-$143,599
Participants239Covered participants reported
Assets / participant$2.7KComputed: assets ÷ participants$2,681 (computed)
Provider compensation$231.4K8 Schedule C provider row(s)$231,403
- Plan sponsor
- Phx Holdings, LLC
- EIN
- 83-2712734
- Plan number
- 502
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240308094925NAL0028370641001 |
| 2023 | 247 | H, C | 20250410085852NAL0023972753001 |
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)$640.8K total assets
Net assets-$143.6KLiabilities$784.4K
Full reported line items
Net assets
- Total assets (EOY)
- $640,793
- Total liabilities (EOY)
- $784,392
- Net assets (EOY)
- -$143,599
- Net assets (BOY)
- -$168,388
Income & contributions
- Employer contributions
- $1,426,704
- Participant contributions
- $995,731
- Total contributions
- $2,422,435
- Total income / additions
- $2,425,811
Expenses & distributions
- Benefits paid
- $2,216,375
- Administrative expenses
- $184,647
- Total expenses
- $2,401,022
- Net increase / (decrease)
- $24,789
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.
59%41%
Employer 59%Participant 41%
Benefits paid ÷ total income91%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arista Consulting, An Alera Group A | BROKER | $89,320 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $43,057 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $38,332 | not reported in the loaded dataset | 2023 |
| Arista Consulting | BROKER | $24,290 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $13,939 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $10,604 | not reported in the loaded dataset | 2023 |
| Meritain Health | ADMIN | $8,183 | not reported in the loaded dataset | 2023 |
| Connectcare 3 | PATIENT ADVOCATE | $3,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phx Holdings, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Arista Consulting, An Alera Group A — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- Arista Consulting — Schedule C compensation
- Connectcare3 — Schedule C compensation
- Meritain Health — Schedule C compensation
- Connectcare 3 — Schedule C compensation