Phoenix Logistics, LLC 401(K) Plan — Form 5500 plan (Phoenix Logistics, 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, Phoenix Logistics, LLC 401(K) Plan is a benefit plan reported by Phoenix Logistics, LLC under EIN 86-0683885 and plan number 001. The latest loaded filing year is 2023. The filing reports 812 participants and $34,983,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Logistics, LLC
- EIN
- 86-0683885
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 812
- End-of-year plan assets
- $34,983,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 812 | H, C | 20240813163944NAL0005927891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,983,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,983,385
- Net assets (BOY)
- $25,735,104
Income & contributions
- Employer contributions
- $1,664,346
- Participant contributions
- $4,179,442
- Total contributions
- $6,528,523
- Total income / additions
- $11,528,060
Expenses & distributions
- Benefits paid
- $2,227,838
- Administrative expenses
- $51,941
- Total expenses
- $2,279,779
- Net increase / (decrease)
- $9,248,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $41,602 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $7,894 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,445 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix Logistics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Global Retirement Partners LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation