How big is The Phoenix Mortgage Group Inc.'s plan?

The Phoenix Mortgage Group Inc.'s plan reported $250K in assets and 7 participants for 2024.

Original filing (PDF)20250912050631NAL0001039937001

The Phoenix Mortgage Group Inc.

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

Form 5500-SF

FILING_RECEIVED

The Phoenix Mortgage Group 401(k)

401(k) retirement plan · The Phoenix Mortgage Group Inc.'s The Phoenix Mortgage Group 401(k) held $250K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

People on this filing

ADAM Hamilton signed The Phoenix Mortgage Group Inc.'s 2024 Form 5500 as plan administrator.

ADAM Hamilton — 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

The Phoenix Mortgage Group Inc.'s EIN is 48-1237043.

EIN 48-1237043

Plan number 001

Plan year 2024

ACK ID 20250912050631NAL0001039937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHOENIX MORTGAGE GROUP 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