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PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN 401k Plan overview

Plan NamePHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN
Plan identification number 001

PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 TECHNOLOGIES has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX TECHNOLOGIES
Employer identification number (EIN):341713991
NAIC Classification:326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CAROLYN TANG
0012023-01-01CAROLYN TANG2024-10-02 CAROLYN TANG2024-10-02
0012022-01-01MELISSA DIEBERT2023-10-13
0012021-01-01GERRY FULLER2022-10-17
0012020-01-01GERRY FULLER2021-08-30
0012019-01-01SANDY HILL2020-07-21
0012018-01-01SANDY HILL2019-06-03
0012017-01-01GRETCHEN SCHROEDER2018-05-16
0012016-01-01GRETCHEN SCHROEDER2017-06-12
0012015-01-01GRETCHEN SCHROEDER2016-06-21
0012014-01-01GRETCHEN BRELL-SCHROEDER2015-10-01
0012013-01-01GRETCHEN BRELL-SCHROEDER2014-07-17
0012012-01-01GRETCHEN BRELL-SCHROEDER2013-09-26 GRETCHEN BRELL-SCHROEDER2013-09-26
0012011-01-01GRETCHEN BRELL-SCHROEDER2012-07-02 GRETCHEN BRELL-SCHROEDER2012-07-02
0012010-01-01ELAINE CANNING2011-09-16 ELAINE CANNING2011-09-16

Plan Statistics for PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN

401k plan membership statisitcs for PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN

Measure Date Value
2024: PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0276
Total number of particpants at end of year2024-10-02126
Number of Participants With Account Balances2024-10-02126

Financial Data on PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN

Measure Date Value
2024 : PHOENIX TECHNOLOGIES INTERNATIONAL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-02837748
Net assets as of the end of the plan year2024-10-021120482
Total assets as of the beginning of the plan year2024-10-021470601
Value of plan covered by a fidelity bond2024-10-021000000
Participant contributions to plan in this plan year2024-10-02136150
Value of participant loans at end of plan year2024-10-0236441
Other income to plan in this plan year2024-10-02227885
Plan net income in this plan year2024-10-02-350119
Net assets as of the end of the plan year2024-10-021120482
Net assets as of the beginning of the plan year2024-10-021470601
Employer contributions to plan in this plan year2024-10-02123594
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-025032

Potentially related plans

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