Phrg Management, LLC 401(K) Savings Plan — Form 5500 plan (Phrg Management, 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, Phrg Management, LLC 401(K) Savings Plan is a benefit plan reported by Phrg Management, LLC under EIN 85-3991731 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,179 participants and $120,462,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phrg Management, LLC
EIN
85-3991731
Plan number
001
Plan type
2
Location
Chester, PA
Latest filing year
2023
Participants
3,179
End-of-year plan assets
$120,462,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,179H, C20241015144907NAL0030034097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,462,681
Total liabilities (EOY)
$0
Net assets (EOY)
$120,462,681
Net assets (BOY)
$86,292,261

Income & contributions

Employer contributions
$7,122,961
Participant contributions
$12,263,662
Total contributions
$20,350,795
Total income / additions
$39,935,275

Expenses & distributions

Benefits paid
$5,601,983
Administrative expenses
$121,928
Total expenses
$5,764,855
Net increase / (decrease)
$34,170,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kt Administrators, LLCTPA/ADVISOR$100,120$02023
Empower Annuity Insurance Company ORECORDKEEPER$25,978$02023

Related Form 5500 pages