How big is Phoenix Energy Group's plan?

Phoenix Energy Group's plan reported $3.9M in assets and 18 participants for 2023.

Original filing (PDF)20250306132130NAL0017167024001

Phoenix Energy Group

Name: Phoenix Energy Group — Phoenix Energy Group 401(k), Form 5500 (2023)
Creator: Phoenix Energy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Energy Group 401(k) PS Plan

401(k) retirement plan · Phoenix Energy Group's Phoenix Energy Group 401(k) PS Plan held $3.9M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Edwin McCulley signed Phoenix Energy Group's 2023 Form 5500 as plan administrator.

Edwin McCulley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Phoenix Energy Group's EIN is 23-2734116.

EIN 23-2734116

Plan number 001

Plan year 2023

ACK ID 20250306132130NAL0017167024001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phoenix Energy Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phoenix Energy Group's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ENERGY GROUP.

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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