Original filing (PDF)20240606183212NAL0012082291001

PHOENIX TECHNOLOGY WORKS, LLC

Name: PHOENIX TECHNOLOGY WORKS, LLC — PHOENIX TECHNOLOGY WORKS LLC 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2023)
Creator: PHOENIX TECHNOLOGY WORKS, LLC

Form 5500-SF

FILING_RECEIVED

PHOENIX TECHNOLOGY WORKS LLC 401(K) PROFIT SHARING PLAN & TRU

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$260K

Net assets (EOY)

$260K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX TECHNOLOGY WORKS, LLC.

Plan sponsor

Name

PHOENIX TECHNOLOGY WORKS, LLC

EIN

57-1175876

Address

PO BOX 11804 · CHANDLER, AZ · 85248

Phone

(480) 203-5717

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-06

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

Related plans

Similar-size Manufacturing plans

AMERICAN AERO SERVICES

AMERICAN AERO SERVICES 401(K) PLAN

$260K · 19 participants

AVOX SYSTEMS INC.

AVOX SYSTEMS UNION PENSION PLAN

$259K

AVIO USA INC

AVIO USA, INC - 401K

$258K · 4 participants

CORONADO MANUFACTURING LLC

CORONADO MANUFACTURING LLC 401(K) PLAN

$261K · 24 participants

NUVIEW, INC.

NUVIEW, INC. 401(K) PLAN

$257K · 9 participants