Original filing (PDF)20251015114226NAL0006139664001

PHOENIX ADVANTAGE, INC.

Name: PHOENIX ADVANTAGE, INC. — PHOENIX ADVANTAGE, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PHOENIX ADVANTAGE, INC.

Form 5500-SF

FILING_RECEIVED

PHOENIX ADVANTAGE, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX ADVANTAGE, INC..

Plan sponsor

Name

PHOENIX ADVANTAGE, INC.

EIN

59-3405217all filings

Address

15924 DAWSON RIDGE DRIVE · TAMPA, FL · 33647

Phone

(813) 786-8499

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-24

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CONSUMER FIRST FINANCIAL, PLLC

CONSUMER FIRST FINANCIAL 401(K) PLAN

DEMOCRACY ASCENT ADVISORS

DEMOCRACY ASCENT ADVISORS 401(K) PLAN

SERVIQ, INC

SERVIQ 401(K) PLAN

PREDICA INC.

PREDICA INC. RETIREMENT TRUST

BAR VIN LLC

JPM ADVISORY, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.