PHOENIX PRODUCTS, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: PHOENIX PLANT 401K PLAN 2022 401k membership |
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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 |
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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 |
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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 |
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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 |
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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 |
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2022 : PHOENIX PLANT 401K PLAN 2022 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
2022: PHOENIX PLANT 401K PLAN 2022 form 5500 responses |
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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 |
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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 |
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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 |
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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 |
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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 |