How big is PHX Legacy, Inc.'s plan?

PHX Legacy, Inc.'s plan reported $5K in assets and 33 participants for 2024.

Original filing (PDF)20250723135218NAL0002067683001

PHX Legacy, Inc.

Name: PHX Legacy, Inc. — PHX Legacy, Inc. 401(k) Plan, Form 5500 (2024)
Creator: PHX Legacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PHX Legacy, Inc. 401(k) Plan

401(k) retirement plan · PHX Legacy, Inc.'s PHX Legacy, Inc. 401(k) Plan held $5K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Shirley Horner signed PHX Legacy, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

PHX Legacy, Inc.'s EIN is 84-4092184.

EIN 84-4092184

Plan number 001

Plan year 2024

ACK ID 20250723135218NAL0002067683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PHX Legacy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PHX Legacy, 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 PHX LEGACY, INC..

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Plan health score

Above-average plan

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

Knocking points off