Phoenix Processor Retirement Savings Plan — Form 5500 plan (Phoenix Processor Limited Partnership)
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 Processor Retirement Savings Plan is a benefit plan reported by Phoenix Processor Limited Partnership under EIN 91-1428466 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $10,388,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Processor Limited Partnership
- EIN
- 91-1428466
- Plan number
- 001
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $10,388,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241011130812NAL0010944419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,388,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,388,955
- Net assets (BOY)
- $10,079,405
Income & contributions
- Employer contributions
- $223,580
- Participant contributions
- $449,866
- Total contributions
- $673,446
- Total income / additions
- $2,656,232
Expenses & distributions
- Benefits paid
- $2,290,915
- Administrative expenses
- $55,767
- Total expenses
- $2,346,682
- Net increase / (decrease)
- $309,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $29,203 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,564 | $0 | 2023 |