PHOENIX PRODUCTS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: PHOENIX OFFICE 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 40 |
Total of all active and inactive participants | 2022-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 94 |
Number of participants with account balances | 2022-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
2021: PHOENIX OFFICE 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 31 |
Total of all active and inactive participants | 2021-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 84 |
Number of participants with account balances | 2021-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: PHOENIX OFFICE 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 24 |
Total of all active and inactive participants | 2020-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 78 |
Number of participants with account balances | 2020-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 7 |
2019: PHOENIX OFFICE 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 19 |
Total of all active and inactive participants | 2019-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 88 |
Number of participants with account balances | 2019-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: PHOENIX OFFICE 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 72 |
Number of participants with account balances | 2018-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
Measure | Date | Value |
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2022 : PHOENIX OFFICE 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,080,324 |
Expenses. Total of all expenses incurred | 2022-12-31 | $695,765 |
Benefits paid (including direct rollovers) | 2022-12-31 | $661,331 |
Total plan assets at end of year | 2022-12-31 | $6,779,160 |
Total plan assets at beginning of year | 2022-12-31 | $8,555,249 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $441,453 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $116,406 |
Other income received | 2022-12-31 | $-1,727,627 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,776,089 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,779,160 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,555,249 |
Assets. Value of participant loans | 2022-12-31 | $28,880 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $89,444 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $34,434 |
2021 : PHOENIX OFFICE 401K PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $59,328 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,812,186 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,505,011 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,465,518 |
Total plan assets at end of year | 2021-12-31 | $8,555,249 |
Total plan assets at beginning of year | 2021-12-31 | $8,188,746 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $423,038 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,299,422 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $307,175 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,555,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,188,746 |
Assets. Value of participant loans | 2021-12-31 | $36,109 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $89,726 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $39,493 |
2020 : PHOENIX OFFICE 401K PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $19,319 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,760,316 |
Expenses. Total of all expenses incurred | 2020-12-31 | $833,482 |
Benefits paid (including direct rollovers) | 2020-12-31 | $799,725 |
Total plan assets at end of year | 2020-12-31 | $8,188,746 |
Total plan assets at beginning of year | 2020-12-31 | $7,242,593 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $465,283 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,310 |
Other income received | 2020-12-31 | $1,174,294 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $926,834 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $8,188,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,242,593 |
Assets. Value of participant loans | 2020-12-31 | $71,988 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $119,429 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $2,775 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30,982 |
2019 : PHOENIX OFFICE 401K PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,220,300 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,262,487 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,237,755 |
Total plan assets at end of year | 2019-12-31 | $7,242,593 |
Total plan assets at beginning of year | 2019-12-31 | $6,284,780 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $523,757 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $66,175 |
Other income received | 2019-12-31 | $1,501,983 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $957,813 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,242,593 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,284,780 |
Assets. Value of participant loans | 2019-12-31 | $71,976 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $128,385 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $10,937 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $13,795 |
2018 : PHOENIX OFFICE 401K PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $67,501 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,346,184 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,345,734 |
Total plan assets at end of year | 2018-12-31 | $6,284,780 |
Total plan assets at beginning of year | 2018-12-31 | $7,563,463 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $447,411 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-487,674 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,278,683 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,284,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,563,463 |
Assets. Value of participant loans | 2018-12-31 | $56,368 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $107,764 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $450 |