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Original filing (PDF)20260107104848NAL0002981539001
PHOENIX CASTING AND MACHINING, INC.
Form 5500-SF
FILING_RECEIVED
PHOENIX CASTING AND MACHINING, INC. 401K SALARY REDUCTION PLAN AND TRUST
401(k) retirement plan
Active participants
16
Accounts w/ balance
14
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX CASTING AND MACHINING, INC..
Plan sponsor
Name
PHOENIX CASTING AND MACHINING, INC.
EIN
47-0747993
Address
906 JUNIATA AVENUE · P.O. BOX 308 · JUNIATA, NE · 68955
Phone
(402) 751-2135
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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