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TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

PHOENIX RESIDENTIAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX RESIDENTIAL SERVICES INC
Employer identification number (EIN):382681160
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES LEONARD2024-07-30
0012022-01-01DEMETRA LEONARD2023-10-09
0012021-01-01DEMETRA LEONARD2022-04-19
0012020-01-01DEMETRA LEONARD2021-08-17
0012019-01-01DEMETRA LEONARD2020-05-11
0012018-01-01DEMETRA LEONARD2019-10-07
0012017-01-01DEMETRA LEONARD2018-04-26 DEMETRA LEONARD2018-04-26

Financial Data on TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-281372
Net assets as of the end of the plan year2025-07-28982096
Total assets as of the beginning of the plan year2025-07-28847733
Participant contributions to plan in this plan year2025-07-2826700
Value of participant loans at end of plan year2025-07-281085
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28109035
Plan net income in this plan year2025-07-28134363
Net assets as of the end of the plan year2025-07-28982096
Net assets as of the beginning of the plan year2025-07-28847733
Employer contributions to plan in this plan year2025-07-280
Fees paid to broker by Benefit Provider2025-07-2813
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28161
2024 : TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-302572
Net assets as of the end of the plan year2024-07-30847733
Total assets as of the beginning of the plan year2024-07-30725659
Participant contributions to plan in this plan year2024-07-3026130
Value of participant loans at end of plan year2024-07-301085
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3098516
Plan net income in this plan year2024-07-30122074
Net assets as of the end of the plan year2024-07-30847733
Net assets as of the beginning of the plan year2024-07-30725659
Employer contributions to plan in this plan year2024-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3072
2022 : TAX DEFERRED ANNUITY PLAN OF PHOENIX RESIDENTIAL SERVICES INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-190
Total liabilities as of the end of the plan year2022-04-190
Total liabilities as of the beginning of the plan year2022-04-190
Total expenses incurred by plan in this plan year2022-04-19205
Net assets as of the end of the plan year2022-04-191054792
Total assets as of the beginning of the plan year2022-04-19909055
Participant contributions to plan in this plan year2022-04-1929266
Value of participant loans at end of plan year2022-04-191085
Other expenses paid from plan in this plan year2022-04-19205
Other contributions to plan in this plan year2022-04-190
Other income to plan in this plan year2022-04-19116676
Plan net income in this plan year2022-04-19145737
Net assets as of the end of the plan year2022-04-191054792
Net assets as of the beginning of the plan year2022-04-19909055
Employer contributions to plan in this plan year2022-04-190
Fees paid to broker by Benefit Provider2022-04-19129

Potentially related plans

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