· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PHOENIX TOOL & GAGE, INC. — PHOENIX TOOL & GAGE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250918125129NAL0001866323001
PHOENIX TOOL & GAGE, INC.
Form 5500-SF
FILING_RECEIVED
PHOENIX TOOL & GAGE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PHOENIX TOOL & GAGE, INC.
.
Find decision makers
Plan sponsor
Name
PHOENIX TOOL & GAGE, INC.
EIN
86-0370139
Address
2612 W. ENCANTO BLVD. · PHOENIX, AZ · 85009
Phone
(602) 272-7195
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
GERKEN SPECIALTY MACHINING, LLC
GERKEN SPECIALTY MACHINING, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 5 participants
MIDWEST PRECISION MOLDING INC
MIDWEST PRECISION MOLDING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 50 participants
A & S MACHINE, INC
A & S MACHINE INC, 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 4 participants
ANDERSON BRASS COMPANY
ANDERSON BRASS COMPANY 401(K) PLAN
$1.5M · 71 participants
MECPRO, INC.
MECPRO, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 10 participants
LESLEH PRECISION, INC.
LESLEH PRECISION, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 42 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
