Phoenix Employees Retirement Trust — Form 5500 plan (Phoenix Technologies, 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 Employees Retirement Trust is a benefit plan reported by Phoenix Technologies, Inc. under EIN 85-4052519 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $25,869,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Technologies, Inc.
- EIN
- 85-4052519
- Plan number
- 001
- Plan type
- 2
- Location
- Campbell, CA
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $25,869,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241008151543NAL0008507763002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,869,748
- Net assets (EOY)
- $25,869,748
- Net assets (BOY)
- $22,959,128
Income & contributions
- Employer contributions
- $167,919
- Participant contributions
- $624,155
- Total contributions
- $795,411
- Total income / additions
- $5,457,003
Expenses & distributions
- Benefits paid
- $2,499,062
- Administrative expenses
- $47,321
- Total expenses
- $2,546,383
- Net increase / (decrease)
- $2,910,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | INVESTMENT ADVISORY | $26,329 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,992 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Campbell, CA
- Mercer Investments LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation