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PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 DEVELOPERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX DEVELOPERS, LLC
Employer identification number (EIN):364229209
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01LAWRENCE CAPISTA
0012017-01-01LAWRENCE CAPISTA
0012016-01-01LAWRENCE CAPISTA
0012015-01-01LAWRENCE CAPISTA
0012014-01-01LAWRENCE CAPISTA
0012013-01-01LAWRENCE CAPISTA
0012012-01-01LAWRENCE CAPISTA
0012011-01-01LAWRENCE A. CAPISTA

Plan Statistics for PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
2015: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-10-31$0
Total plan liabilities at beginning of year2018-10-31$2,550
Total income from all sources2018-10-31$84,714
Expenses. Total of all expenses incurred2018-10-31$4,176,482
Benefits paid (including direct rollovers)2018-10-31$4,143,996
Total plan assets at end of year2018-10-31$0
Total plan assets at beginning of year2018-10-31$4,094,318
Value of fidelity bond covering the plan2018-10-31$1,060,000
Other income received2018-10-31$84,714
Net income (gross income less expenses)2018-10-31$-4,091,768
Net plan assets at end of year (total assets less liabilities)2018-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-10-31$4,091,768
Assets. Value of real-estate (other than employer real property)2018-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-10-31$32,486
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$2,550
Total plan liabilities at beginning of year2017-12-31$2,550
Total income from all sources2017-12-31$108,120
Expenses. Total of all expenses incurred2017-12-31$135,857
Benefits paid (including direct rollovers)2017-12-31$98,800
Total plan assets at end of year2017-12-31$4,094,318
Total plan assets at beginning of year2017-12-31$4,122,055
Value of fidelity bond covering the plan2017-12-31$1,060,000
Expenses. Other expenses not covered elsewhere2017-12-31$37,057
Other income received2017-12-31$108,120
Net income (gross income less expenses)2017-12-31$-27,737
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,091,768
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,119,505
Assets. Value of real-estate (other than employer real property)2017-12-31$297,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,550
Total plan liabilities at beginning of year2016-12-31$1,550
Total income from all sources2016-12-31$155,617
Expenses. Total of all expenses incurred2016-12-31$133,192
Benefits paid (including direct rollovers)2016-12-31$97,962
Total plan assets at end of year2016-12-31$4,122,055
Total plan assets at beginning of year2016-12-31$4,098,630
Value of fidelity bond covering the plan2016-12-31$1,300,000
Assets. Value of loans (other than to participants)2016-12-31$150,000
Expenses. Other expenses not covered elsewhere2016-12-31$35,230
Other income received2016-12-31$155,617
Net income (gross income less expenses)2016-12-31$22,425
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,119,505
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,097,080
Assets. Value of assets in partnership/joint-venture interests2016-12-31$148,387
Assets. Value of real-estate (other than employer real property)2016-12-31$414,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,550
Total plan liabilities at beginning of year2015-12-31$6,000
Total income from all sources2015-12-31$695,158
Expenses. Total of all expenses incurred2015-12-31$216,265
Benefits paid (including direct rollovers)2015-12-31$171,815
Total plan assets at end of year2015-12-31$4,098,630
Total plan assets at beginning of year2015-12-31$3,624,187
Value of fidelity bond covering the plan2015-12-31$2,100,000
Assets. Value of loans (other than to participants)2015-12-31$242,000
Expenses. Other expenses not covered elsewhere2015-12-31$44,450
Other income received2015-12-31$695,158
Net income (gross income less expenses)2015-12-31$478,893
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,097,080
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,618,187
Assets. Value of assets in partnership/joint-venture interests2015-12-31$320,238
Assets. Value of real-estate (other than employer real property)2015-12-31$414,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$6,000
Total plan liabilities at beginning of year2014-12-31$6,280
Total income from all sources2014-12-31$187,871
Expenses. Total of all expenses incurred2014-12-31$127,443
Benefits paid (including direct rollovers)2014-12-31$102,600
Total plan assets at end of year2014-12-31$3,624,187
Total plan assets at beginning of year2014-12-31$3,564,039
Value of fidelity bond covering the plan2014-12-31$2,100,000
Expenses. Other expenses not covered elsewhere2014-12-31$24,843
Other income received2014-12-31$187,871
Net income (gross income less expenses)2014-12-31$60,428
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,618,187
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,557,759
Assets. Value of assets in partnership/joint-venture interests2014-12-31$438,115
Assets. Value of real-estate (other than employer real property)2014-12-31$1,023,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$6,280
Total plan liabilities at beginning of year2013-12-31$6,000
Total income from all sources2013-12-31$173,694
Expenses. Total of all expenses incurred2013-12-31$163,897
Benefits paid (including direct rollovers)2013-12-31$132,600
Total plan assets at end of year2013-12-31$3,564,039
Total plan assets at beginning of year2013-12-31$3,553,962
Value of fidelity bond covering the plan2013-12-31$2,100,000
Expenses. Other expenses not covered elsewhere2013-12-31$31,297
Other income received2013-12-31$173,694
Net income (gross income less expenses)2013-12-31$9,797
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,557,759
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,547,962
Assets. Value of assets in partnership/joint-venture interests2013-12-31$538,511
Assets. Value of real-estate (other than employer real property)2013-12-31$1,023,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$6,000
Total plan liabilities at beginning of year2012-12-31$7,721
Total income from all sources2012-12-31$168,641
Expenses. Total of all expenses incurred2012-12-31$19,039
Total plan assets at end of year2012-12-31$3,553,962
Total plan assets at beginning of year2012-12-31$3,406,081
Value of fidelity bond covering the plan2012-12-31$330,000
Expenses. Other expenses not covered elsewhere2012-12-31$19,039
Other income received2012-12-31$168,641
Net income (gross income less expenses)2012-12-31$149,602
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,547,962
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,398,360
Assets. Value of assets in partnership/joint-venture interests2012-12-31$529,490
Assets. Value of real-estate (other than employer real property)2012-12-31$1,023,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$7,721
Total plan liabilities at beginning of year2011-12-31$2,660
Total income from all sources2011-12-31$203,284
Expenses. Total of all expenses incurred2011-12-31$30,838
Benefits paid (including direct rollovers)2011-12-31$9,944
Total plan assets at end of year2011-12-31$3,406,081
Total plan assets at beginning of year2011-12-31$3,228,574
Value of fidelity bond covering the plan2011-12-31$330,000
Expenses. Other expenses not covered elsewhere2011-12-31$20,894
Other income received2011-12-31$203,284
Net income (gross income less expenses)2011-12-31$172,446
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,398,360
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,225,914
Assets. Value of assets in partnership/joint-venture interests2011-12-31$535,009
Assets. Value of real-estate (other than employer real property)2011-12-31$1,023,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

2018: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHOENIX DEVELOPERS, LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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