How big is Phoenix Filtration, Inc.'s plan?

Phoenix Filtration, Inc.'s plan reported $603K in assets and 11 participants for 2024.

Original filing (PDF)20250417145509NAL0000576515001

Phoenix Filtration, Inc.

Name: Phoenix Filtration, Inc. — Phoenix Filtration, Inc., Form 5500 (2024)
Creator: Phoenix Filtration, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Filtration, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Filtration, Inc.'s Phoenix Filtration, Inc. 401(k) Profit Sharing Plan & Trust held $603K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

Plan identifiers

Phoenix Filtration, Inc.'s EIN is 20-2355024.

EIN 20-2355024

Plan number 001

Plan year 2024

ACK ID 20250417145509NAL0000576515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Filtration, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Filtration, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score