How big is Phoneware Inc.'s plan?

Phoneware Inc.'s plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250610202325NAL0013361379001

Phoneware Inc.

Name: Phoneware Inc. — Phoneware Inc. 401(k) Plan, Form 5500 (2024)
Creator: Phoneware Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoneware Inc. 401(k) Plan

401(k) retirement plan · Phoneware Inc.'s Phoneware Inc. 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Nick Rice signed Phoneware Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Phoneware Inc.'s EIN is 27-4260128.

EIN 27-4260128

Plan number 001

Plan year 2024

ACK ID 20250610202325NAL0013361379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoneware 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 PHONEWARE 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PHONEWARE INC

EIN

all filings

Address

1506 W WHISPERING WIND DR #130 · PHOENIX, AZ · 85085

Phone

(602) 445-1221

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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