How big is Phoenix Promotions Inc.'s plan?

Phoenix Promotions Inc.'s plan reported $897K in assets and 68 participants for 2024.

Original filing (PDF)20250917071823NAL0000250451001

Phoenix Promotions Inc.

Name: Phoenix Promotions Inc. — Upham 401(k) Profit, Form 5500 (2024)
Creator: Phoenix Promotions Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upham 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Phoenix Promotions Inc.'s Upham 401(k) Profit Sharing Plan and Trust held $897K in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

People on this filing

Wayne Nonnamaker signed Phoenix Promotions Inc.'s 2024 Form 5500 as plan administrator.

Wayne Nonnamaker — 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 Promotions Inc.'s EIN is 34-1736524.

EIN 34-1736524

Plan number 001

Plan year 2024

ACK ID 20250917071823NAL0000250451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Promotions 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 PROMOTIONS 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