How big is Phoenix Technology Inc.'s plan?

Phoenix Technology Inc.'s plan reported $126K in assets and 7 participants for 2023.

Original filing (PDF)20240516165510NAL0035857907001

Phoenix Technology Inc.

Name: Phoenix Technology Inc. — Phoenix Technology Inc., Form 5500 (2023)
Creator: Phoenix Technology Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Technology Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phoenix Technology Inc.'s Phoenix Technology Inc. 401(k) Profit Sharing Plan & Trust held $126K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Lynn Bowen signed Phoenix Technology Inc.'s 2023 Form 5500 as plan administrator.

Lynn Bowen — 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 Technology Inc.'s EIN is 93-1096159.

EIN 93-1096159

Plan number 001

Plan year 2023

ACK ID 20240516165510NAL0035857907001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Phoenix Technology 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 PHOENIX TECHNOLOGY INC.

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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 (93rd percentile).

Plan sponsor

Name

PHOENIX TECHNOLOGY INC

EIN

all filings

Address

12503 SE MILL PLAIN BLVD · STE 150 · VANCOUVER, WA · 986844099

Phone

(360) 433-6930

Industry

Professional & Technical Services

Plan administrator