PHOENIX ENERGY, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHOENIX ENERGY INC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $67,434 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $6,130 |
| Total plan assets at end of year | 2023-12-31 | $646,432 |
| Total plan assets at beginning of year | 2023-12-31 | $585,128 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $6,130 |
| Other income received | 2023-12-31 | $67,434 |
| Net income (gross income less expenses) | 2023-12-31 | $61,304 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $646,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $585,128 |
| 2022 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-82,871 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $6,050 |
| Total plan assets at end of year | 2022-12-31 | $585,128 |
| Total plan assets at beginning of year | 2022-12-31 | $674,049 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $6,050 |
| Other income received | 2022-12-31 | $-82,871 |
| Net income (gross income less expenses) | 2022-12-31 | $-88,921 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $585,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $674,049 |
| 2021 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $83,078 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $6,312 |
| Total plan assets at end of year | 2021-12-31 | $674,049 |
| Total plan assets at beginning of year | 2021-12-31 | $597,283 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $6,312 |
| Other income received | 2021-12-31 | $83,078 |
| Net income (gross income less expenses) | 2021-12-31 | $76,766 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $674,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $597,283 |
| 2020 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $22,408 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,882 |
| Total plan assets at end of year | 2020-12-31 | $597,283 |
| Total plan assets at beginning of year | 2020-12-31 | $580,757 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,882 |
| Other income received | 2020-12-31 | $22,408 |
| Net income (gross income less expenses) | 2020-12-31 | $16,526 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $597,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $580,757 |
| 2019 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $102,929 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,426 |
| Total plan assets at end of year | 2019-12-31 | $580,757 |
| Total plan assets at beginning of year | 2019-12-31 | $483,254 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,426 |
| Other income received | 2019-12-31 | $102,929 |
| Net income (gross income less expenses) | 2019-12-31 | $97,503 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $580,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $483,254 |
| 2018 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-53,495 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,402 |
| Total plan assets at end of year | 2018-12-31 | $483,254 |
| Total plan assets at beginning of year | 2018-12-31 | $542,151 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,402 |
| Other income received | 2018-12-31 | $-53,495 |
| Net income (gross income less expenses) | 2018-12-31 | $-58,897 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $483,254 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $542,151 |
| 2017 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $45,113 |
| Total plan assets at end of year | 2017-12-31 | $542,151 |
| Total plan assets at beginning of year | 2017-12-31 | $497,038 |
| Other income received | 2017-12-31 | $45,113 |
| Net income (gross income less expenses) | 2017-12-31 | $45,113 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $542,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $497,038 |
| 2015 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $27,550 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,771 |
| Total plan assets at end of year | 2015-12-31 | $478,876 |
| Total plan assets at beginning of year | 2015-12-31 | $456,097 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,771 |
| Other income received | 2015-12-31 | $-9,950 |
| Net income (gross income less expenses) | 2015-12-31 | $22,779 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $478,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $456,097 |
| Assets. Value of participant loans | 2015-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,500 |
| 2014 : PHOENIX ENERGY INC 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $73,884 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,857 |
| Total plan assets at end of year | 2014-12-31 | $456,097 |
| Total plan assets at beginning of year | 2014-12-31 | $387,070 |
| Total contributions received or receivable from participants | 2014-12-31 | $46,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,857 |
| Other income received | 2014-12-31 | $13,884 |
| Net income (gross income less expenses) | 2014-12-31 | $69,027 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $456,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $387,070 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $14,000 |
