401k Plan data: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN plan

PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

81207 PHOENIX PLANT has sponsored the creation of one or more 401k plans.

Company Name: 81207 PHOENIX PLANT

Employer identification number (EIN): 390538730

NAIC Classification: 335100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 SUE HINTZ
003 2017-01-01
003 2013-03-15 SUE HINTZ

Plan Statistics for PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2017: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 43
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 47
Number of participants with account balances 2017-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2013: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-15 71
Total number of active participants reported on line 7a of the Form 5500 2013-03-15 62
Number of retired or separated participants receiving benefits 2013-03-15 0
Number of other retired or separated participants entitled to future benefits 2013-03-15 5
Total of all active and inactive participants 2013-03-15 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-15 0
Total participants 2013-03-15 67
Number of participants with account balances 2013-03-15 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-15 1

Measure	Date	Value
2017: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	43
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	47
Number of participants with account balances	2017-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2013: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-15	71
Total number of active participants reported on line 7a of the Form 5500	2013-03-15	62
Number of retired or separated participants receiving benefits	2013-03-15	0
Number of other retired or separated participants entitled to future benefits	2013-03-15	5
Total of all active and inactive participants	2013-03-15	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-15	0
Total participants	2013-03-15	67
Number of participants with account balances	2013-03-15	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-15	1

Financial Data on PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2017 : PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-2,998
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$450,646
Expenses. Total of all expenses incurred	2017-12-31	$271,566
Benefits paid (including direct rollovers)	2017-12-31	$270,941
Total plan assets at end of year	2017-12-31	$1,899,595
Total plan assets at beginning of year	2017-12-31	$1,723,513
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$120,724
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$290,767
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$179,080
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,899,595
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,723,513
Assets. Value of participant loans	2017-12-31	$37,377
Total contributions received or receivable from employer(s)	2017-12-31	$39,155
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$625
2013 : PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$1,435,916
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$367,419
Expenses. Total of all expenses incurred	2013-12-31	$439,336
Benefits paid (including direct rollovers)	2013-12-31	$438,554
Total plan assets at end of year	2013-12-31	$1,363,999
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$102,939
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$229,928
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-71,917
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,363,999
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of participant loans	2013-12-31	$29,719
Total contributions received or receivable from employer(s)	2013-12-31	$34,552
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$782

Form 5500 Responses for PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN

2017: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2013: PHOENIX PRODUCTS PLANT EMPLOYEES 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-03-15	Type of plan entity	Single employer plan
2013-03-15	First time form 5500 has been submitted	Yes
2013-03-15	Submission has been amended	No
2013-03-15	This submission is the final filing	No
2013-03-15	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-03-15	Plan is a collectively bargained plan	Yes
2013-03-15	Plan funding arrangement – Trust	Yes
2013-03-15	Plan benefit arrangement - Trust	Yes

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Company Name:	81207 PHOENIX PLANT
Employer identification number (EIN):	390538730
NAIC Classification:	335100