PHOENIX ENERGY TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHOENIX ENERGY TECHNOLOGIES, INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : PHOENIX ENERGY TECHNOLOGIES, INC. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-15 | 589319 |
| Net assets as of the end of the plan year | 2025-07-15 | 3201588 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 2862208 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 287000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 442892 |
| Value of participant loans at end of plan year | 2025-07-15 | 115336 |
| Other contributions to plan in this plan year | 2025-07-15 | 39254 |
| Other income to plan in this plan year | 2025-07-15 | 350625 |
| Plan net income in this plan year | 2025-07-15 | 339380 |
| Net assets as of the end of the plan year | 2025-07-15 | 3201588 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 2862208 |
| Employer contributions to plan in this plan year | 2025-07-15 | 95928 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 3674 |
| 2024 : PHOENIX ENERGY TECHNOLOGIES, INC. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-09 | 502105 |
| Net assets as of the end of the plan year | 2024-08-09 | 2862208 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 2188654 |
| Value of plan covered by a fidelity bond | 2024-08-09 | 219000 |
| Participant contributions to plan in this plan year | 2024-08-09 | 475044 |
| Value of participant loans at end of plan year | 2024-08-09 | 121911 |
| Other contributions to plan in this plan year | 2024-08-09 | 84091 |
| Other income to plan in this plan year | 2024-08-09 | 522597 |
| Plan net income in this plan year | 2024-08-09 | 673554 |
| Net assets as of the end of the plan year | 2024-08-09 | 2862208 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 2188654 |
| Employer contributions to plan in this plan year | 2024-08-09 | 93927 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-09 | 4643 |
| 2022 : PHOENIX ENERGY TECHNOLOGIES, INC. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-30 | 311661 |
| Net assets as of the end of the plan year | 2022-06-30 | 2381733 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 1939331 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 0 |
| Participant contributions to plan in this plan year | 2022-06-30 | 360085 |
| Value of participant loans at end of plan year | 2022-06-30 | 62531 |
| Other contributions to plan in this plan year | 2022-06-30 | 44669 |
| Other income to plan in this plan year | 2022-06-30 | 250711 |
| Plan net income in this plan year | 2022-06-30 | 442402 |
| Net assets as of the end of the plan year | 2022-06-30 | 2381733 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 1939331 |
| Employer contributions to plan in this plan year | 2022-06-30 | 98598 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 8572 |
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