401k Plan data: PHOENIX HEALTHCARE SOLUTIONS L 401 K PROFIT SHARING PLAN TRUST plan

PHOENIX HEALTHCARE SOLUTIONS L 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	PHOENIX HEALTHCARE SOLUTIONS L 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

PHOENIX HEALTHCARE SOLUTIONS L 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Target benefit plan
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHOENIX HEALTHCARE SOLUTIONS L has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX HEALTHCARE SOLUTIONS L

Employer identification number (EIN): 463674467

NAIC Classification: 325410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HEALTHCARE SOLUTIONS L 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WHITNEY STORICK 2024-05-28
001 2022-01-01 WHITNEY STORICK 2023-06-06
001 2021-01-01 WHITNEY STORICK 2022-06-22
001 2021-01-01 WHITNEY STORICK 2022-06-24
001 2019-01-01 WHITNEY STORICK 2020-06-27
001 2018-01-01 MICHAE STUART 2020-02-19
001 2017-01-01 MICHAEL STUART 2018-07-19
001 2016-01-01 MICHAEL STUART 2017-07-27
001 2015-01-01 MICHAEL STUART 2016-05-20
001 2014-01-01 ERIN FORTNER 2015-07-07
001 2013-01-01 ERIN FORTNER 2014-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	WHITNEY STORICK	2024-05-28
001	2022-01-01	WHITNEY STORICK	2023-06-06
001	2021-01-01	WHITNEY STORICK	2022-06-22
001	2021-01-01	WHITNEY STORICK	2022-06-24
001	2019-01-01	WHITNEY STORICK	2020-06-27
001	2018-01-01	MICHAE STUART	2020-02-19
001	2017-01-01	MICHAEL STUART	2018-07-19
001	2016-01-01	MICHAEL STUART	2017-07-27
001	2015-01-01	MICHAEL STUART	2016-05-20
001	2014-01-01	ERIN FORTNER	2015-07-07
001	2013-01-01	ERIN FORTNER	2014-06-26

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Company Name:	PHOENIX HEALTHCARE SOLUTIONS L
Employer identification number (EIN):	463674467
NAIC Classification:	325410