How big is Phoenix Symphony Association's plan?

Phoenix Symphony Association's plan reported $555K in assets and 15 participants for 2022.

Original filing (PDF)20240124113555NAL0013314065001

Phoenix Symphony Association

Name: Phoenix Symphony Association — Employee Benefit Plan, Form 5500 (2022)
Creator: Phoenix Symphony Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee Benefit Plan of Phoenix Symphony Association

401(k) retirement plan · Phoenix Symphony Association's Employee Benefit Plan of Phoenix Symphony Association held $555K in plan assets for 15 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$555K

Net assets (EOY)

$555K

Plan identifiers

Phoenix Symphony Association's EIN is 86-6000134.

EIN 86-6000134

Plan number 001

Plan year 2022

ACK ID 20240124113555NAL0013314065001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Phoenix Symphony Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Phoenix Symphony Association'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 SYMPHONY ASSOCIATION.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

PHOENIX SYMPHONY ASSOCIATION

EIN

all filings

Address

1 N 1ST STREET, SUITE 200 · PHOENIX, AZ · 85004

Phone

(602) 495-1999

Industry

Arts, Entertainment, Recreation

Plan administrator