Original filing (PDF)20251229132715NAL0041847538001

PHOENIX BEARINGS LLC

Name: PHOENIX BEARINGS LLC — PHOENIX BEARINGS LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: PHOENIX BEARINGS LLC

Form 5500-SF

FILING_RECEIVED

PHOENIX BEARINGS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX BEARINGS LLC.

Plan sponsor

Name

PHOENIX BEARINGS LLC

EIN

20-1908476

Address

319 PETERSON DRIVE · ELIZABETHTOWN, KY · 42701

Phone

(270) 765-2887

Industry

Wholesale Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2025-03-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

TATEYAMA USA

TATEYAMA 401(K) PLAN

$3K · 1 participants

SINFONIA TECHNOLOGY (AMERICA), INC.

SINFONIA TECHNOLOGY (AMERICA) 401(K) PLAN

$3K · 6 participants

BUSHELMAN SUPPLY

BUSHELMAN SUPPLY SOCA BENEFIT PLAN

$3K · 5 participants

FLORIDA YACHTS INTERNATIONAL

FLORIDA YACHTS INTERNATIONAL GHT BENEFIT PLAN

$3K · 7 participants

WARRENTON EQUIPMENT LLC

WARRENTON EQUIPMENT LLC 401K PLAN

$3K · 13 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.