401k Plan data: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN plan

PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN
Plan identification number	001

PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHOENIX INDUSTRIAL SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX INDUSTRIAL SERVICES, INC

Employer identification number (EIN): 760224646

NAIC Classification: 238900

Additional information about PHOENIX INDUSTRIAL SERVICES, INC

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1647676

More information about PHOENIX INDUSTRIAL SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRANDI GILMORE 2023-08-10
001 2021-01-01 BRANDI GILMORE 2022-07-18
001 2020-01-01 BRANDI GILMORE 2021-06-17
001 2019-01-01 BRANDI GILMORE 2020-06-04
001 2018-01-01 BRANDI GILMORE 2019-05-14
001 2017-01-01 BRANDI GILMORE 2018-05-01
001 2016-01-01 BRANDI GILMORE
001 2015-01-01 BRANDI GILMORE
001 2014-01-01 DEBBIE LEDOUX
001 2013-01-01 DEBBIE LEDOUX 2014-10-14
001 2012-01-01 JOY JOHNSTON 2013-07-02
001 2011-01-01 JOY JOHNSTON 2012-07-23
001 2010-01-01 JOY JOHNSTON 2011-07-20
001 2009-01-01 MAURICE EVANS MAURICE EVANS 2010-08-26
001 2009-01-01 MAURICE EVANS MAURICE EVANS 2010-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRANDI GILMORE	2023-08-10
001	2021-01-01	BRANDI GILMORE	2022-07-18
001	2020-01-01	BRANDI GILMORE	2021-06-17
001	2019-01-01	BRANDI GILMORE	2020-06-04
001	2018-01-01	BRANDI GILMORE	2019-05-14
001	2017-01-01	BRANDI GILMORE	2018-05-01
001	2016-01-01	BRANDI GILMORE
001	2015-01-01	BRANDI GILMORE
001	2014-01-01	DEBBIE LEDOUX
001	2013-01-01	DEBBIE LEDOUX	2014-10-14
001	2012-01-01	JOY JOHNSTON	2013-07-02
001	2011-01-01	JOY JOHNSTON	2012-07-23
001	2010-01-01	JOY JOHNSTON	2011-07-20
001	2009-01-01	MAURICE EVANS		MAURICE EVANS	2010-08-26
001	2009-01-01	MAURICE EVANS		MAURICE EVANS	2010-08-26

Plan Statistics for PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2016: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 91
Number of participants with account balances 2016-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 107
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 122
Number of participants with account balances 2014-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2009: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 87
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	91
Number of participants with account balances	2016-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	107
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	122
Number of participants with account balances	2014-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2009: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	87
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2016 : PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$416,930
Total of all expenses incurred	2016-12-31	$730,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$718,988
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$313,154
Value of total assets at end of year	2016-12-31	$2,850,044
Value of total assets at beginning of year	2016-12-31	$3,164,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,926
Total interest from all sources	2016-12-31	$8,291
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$325,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$313,154
Participant contributions at end of year	2016-12-31	$183,358
Participant contributions at beginning of year	2016-12-31	$198,290
Participant contributions at end of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-313,984
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,850,044
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,164,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,128,181
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,945,032
Interest on participant loans	2016-12-31	$8,291
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$538,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$20,706
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$95,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$718,988
Contract administrator fees	2016-12-31	$11,926
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARR, RIGGS AND INGRAM
Accountancy firm EIN	2016-12-31	721396621
2015 : PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$547,170
Total of all expenses incurred	2015-12-31	$467,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$413,045
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,504
Value of total corrective distributions	2015-12-31	$29,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$528,529
Value of total assets at end of year	2015-12-31	$3,164,028
Value of total assets at beginning of year	2015-12-31	$3,084,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,742
Total interest from all sources	2015-12-31	$6,615
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$114,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$114,272
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$325,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$408,529
Participant contributions at end of year	2015-12-31	$198,290
Participant contributions at beginning of year	2015-12-31	$136,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$79,423
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,164,028
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,084,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$994,399
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,945,032
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$6,126
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,409,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$544,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$544,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$20,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,650
Net investment gain/loss from pooled separate accounts	2015-12-31	$-104,265
Net investment gain or loss from common/collective trusts	2015-12-31	$5,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$413,045
Contract administrator fees	2015-12-31	$14,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CALVETTI FERGUSON
Accountancy firm EIN	2015-12-31	134255527
2014 : PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$668,355
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$407,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$347,334
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,016
Value of total corrective distributions	2014-12-31	$53,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$524,453
Value of total assets at end of year	2014-12-31	$3,084,605
Value of total assets at beginning of year	2014-12-31	$2,823,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,546
Total interest from all sources	2014-12-31	$5,570
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$64,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$64,454
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$283,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$424,453
Participant contributions at end of year	2014-12-31	$136,494
Participant contributions at beginning of year	2014-12-31	$124,373
Other income not declared elsewhere	2014-12-31	$991
Administrative expenses (other) incurred	2014-12-31	$4,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$260,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,084,605
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,823,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$994,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,090,912
Interest on participant loans	2014-12-31	$5,570
Value of interest in common/collective trusts at end of year	2014-12-31	$1,409,379
Value of interest in common/collective trusts at beginning of year	2014-12-31	$999,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$544,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$609,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$609,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,861
Net investment gain or loss from common/collective trusts	2014-12-31	$74,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$347,334
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CALVETTI FERGUSON
Accountancy firm EIN	2014-12-31	134255527
2009 : PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN

2016: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2009: PHOENIX INDUSTRIAL SERVICES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA838123

Policy instance

Insurance contract or identification number	GA838123
Number of Individuals Covered	85
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	PHOENIX INDUSTRIAL SERVICES, INC
Employer identification number (EIN):	760224646
NAIC Classification:	238900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1647676