Original filing (PDF)20260114084325NAL0017126256001

Phoenix Friends Middle School

Name: Phoenix Friends Middle School — Form 5500 (2023)
Creator: Phoenix Friends Middle School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Phoenix Friends Middle School filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 18.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jim Phillips signed Phoenix Friends Middle School's 2023 Form 5500 as plan administrator.

Jim Phillips — 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

Phoenix Friends Middle School's EIN is 86-1363899.

EIN 86-1363899

Plan number 001

Plan year 2023

ACK ID 20260114084325NAL0017126256001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Phoenix Friends Middle School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Phoenix Friends Middle School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off