Logo

PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 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
  • 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.
  • 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 HELIPARTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX HELIPARTS, INC.
Employer identification number (EIN):810601041
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01TINA CANNON
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2014-10-06
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA2013-10-04
0012011-01-01THERESA DOTTS2012-05-23
0012010-01-01THERESA DOTTS2011-06-14

Financial Data on PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$80,056
Expenses. Total of all expenses incurred2016-12-31$763,551
Benefits paid (including direct rollovers)2016-12-31$757,718
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$683,495
Value of fidelity bond covering the plan2016-12-31$70,000
Total contributions received or receivable from participants2016-12-31$25,839
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$37,799
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-683,495
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$683,495
Total contributions received or receivable from employer(s)2016-12-31$16,418
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,833
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$217,468
Expenses. Total of all expenses incurred2015-12-31$71,150
Benefits paid (including direct rollovers)2015-12-31$69,398
Total plan assets at end of year2015-12-31$683,495
Total plan assets at beginning of year2015-12-31$537,177
Value of fidelity bond covering the plan2015-12-31$60,000
Total contributions received or receivable from participants2015-12-31$107,056
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$25
Other income received2015-12-31$42,025
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$146,318
Net plan assets at end of year (total assets less liabilities)2015-12-31$683,495
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$537,177
Assets. Value of participant loans2015-12-31$75,324
Total contributions received or receivable from employer(s)2015-12-31$68,362
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$194,175
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$537,177
Total plan assets at beginning of year2014-12-31$343,002
Value of fidelity bond covering the plan2014-12-31$60,000
Total contributions received or receivable from participants2014-12-31$65,947
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$101,740
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$194,175
Net plan assets at end of year (total assets less liabilities)2014-12-31$537,177
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$343,002
Assets. Value of participant loans2014-12-31$37,147
Total contributions received or receivable from employer(s)2014-12-31$26,488

Form 5500 Responses for PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN

2016: PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 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 filingYes
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 HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHOENIX HELIPARTS, INC. 401(K) PROFIT SHARING PLAN 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

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number632131
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number632131
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1