How big is Phong Investments LLC DBA PHO XE LUA's plan?

Phong Investments LLC DBA PHO XE LUA's plan reported $300K in assets and 2 participants for 2024.

Original filing (PDF)20251014152618NAL0006647474001

Phong Investments LLC DBA PHO XE LUA

Name: Phong Investments LLC DBA PHO XE LUA — Phong Investm, Form 5500 (2024)
Creator: Phong Investments LLC DBA PHO XE LUA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phong Investments LLC DBA PHO XE LUA Cash Balance Pension Plan

Defined-benefit pension plan · Phong Investments LLC DBA PHO XE LUA's Phong Investments LLC DBA PHO XE LUA Cash Balance Pension Plan held $300K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

Plan identifiers

Phong Investments LLC DBA PHO XE LUA's EIN is 84-2134186.

EIN 84-2134186

Plan number 003

Plan year 2024

ACK ID 20251014152618NAL0006647474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phong Investments LLC DBA PHO XE LUA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phong Investments LLC DBA PHO XE LUA's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHONG INVESTMENTS LLC DBA PHO XE LUA.

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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 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