401k Plan data: PHOENIX PLANT 401K PLAN plan

PHOENIX PLANT 401K PLAN 401k Plan overview

Plan Name	PHOENIX PLANT 401K PLAN
Plan identification number	003

PHOENIX PLANT 401K 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

PHOENIX PRODUCTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX PRODUCTS, LLC

Employer identification number (EIN): 831597865

NAIC Classification: 335100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX PLANT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for PHOENIX PLANT 401K PLAN

401k plan membership statisitcs for PHOENIX PLANT 401K PLAN

Measure Date Value
2022: PHOENIX PLANT 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 68
Number of participants with account balances 2022-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PHOENIX PLANT 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 46
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 52
Number of participants with account balances 2021-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PHOENIX PLANT 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 35
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 39
Number of participants with account balances 2020-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX PLANT 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 44
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: PHOENIX PLANT 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 46
Number of participants with account balances 2018-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1

Measure	Date	Value
2022: PHOENIX PLANT 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	68
Number of participants with account balances	2022-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PHOENIX PLANT 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	46
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	52
Number of participants with account balances	2021-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PHOENIX PLANT 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	35
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	39
Number of participants with account balances	2020-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX PLANT 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	44
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: PHOENIX PLANT 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	46
Number of participants with account balances	2018-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1

Financial Data on PHOENIX PLANT 401K PLAN

Measure	Date	Value
2022 : PHOENIX PLANT 401K PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-337,645
Expenses. Total of all expenses incurred	2022-12-31	$194,203
Benefits paid (including direct rollovers)	2022-12-31	$185,697
Total plan assets at end of year	2022-12-31	$1,506,011
Total plan assets at beginning of year	2022-12-31	$2,037,859
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$91,396
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-459,370
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-531,848
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,506,011
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,037,859
Assets. Value of participant loans	2022-12-31	$40,089
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$30,329
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,506
2021 : PHOENIX PLANT 401K PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-59,328
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$432,786
Expenses. Total of all expenses incurred	2021-12-31	$554,391
Benefits paid (including direct rollovers)	2021-12-31	$544,036
Total plan assets at end of year	2021-12-31	$2,037,859
Total plan assets at beginning of year	2021-12-31	$2,218,792
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$95,238
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$310,979
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-121,605
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,037,859
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,218,792
Assets. Value of participant loans	2021-12-31	$53,457
Total contributions received or receivable from employer(s)	2021-12-31	$26,569
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$10,355
2020 : PHOENIX PLANT 401K PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-19,319
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$511,209
Expenses. Total of all expenses incurred	2020-12-31	$145,993
Benefits paid (including direct rollovers)	2020-12-31	$137,454
Total plan assets at end of year	2020-12-31	$2,218,792
Total plan assets at beginning of year	2020-12-31	$1,872,895
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Total contributions received or receivable from participants	2020-12-31	$111,780
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$367,487
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$365,216
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,218,792
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,872,895
Assets. Value of participant loans	2020-12-31	$80,850
Total contributions received or receivable from employer(s)	2020-12-31	$31,942
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,539
2019 : PHOENIX PLANT 401K PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$517,602
Expenses. Total of all expenses incurred	2019-12-31	$209,095
Benefits paid (including direct rollovers)	2019-12-31	$205,390
Total plan assets at end of year	2019-12-31	$1,872,895
Total plan assets at beginning of year	2019-12-31	$1,564,388
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Assets. Value of tangible personal property	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$129,044
Assets. Value of loans (other than to participants)	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$355,481
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$308,507
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,872,895
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,564,388
Assets. Value of participant loans	2019-12-31	$72,846
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2019-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$0
Assets. Value of employer real property	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$33,077
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,705
2018 : PHOENIX PLANT 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$30,357
Expenses. Total of all expenses incurred	2018-12-31	$365,564
Benefits paid (including direct rollovers)	2018-12-31	$364,714
Total plan assets at end of year	2018-12-31	$1,564,388
Total plan assets at beginning of year	2018-12-31	$1,899,595
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$110,398
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-115,056
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-335,207
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,564,388
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,899,595
Assets. Value of participant loans	2018-12-31	$65,030
Total contributions received or receivable from employer(s)	2018-12-31	$35,015
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$850

Form 5500 Responses for PHOENIX PLANT 401K PLAN

2022: PHOENIX PLANT 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHOENIX PLANT 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHOENIX PLANT 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHOENIX PLANT 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHOENIX PLANT 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHOENIX PRODUCTS, LLC
Employer identification number (EIN):	831597865
NAIC Classification:	335100