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PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NamePHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PHOENIX TECHNOLOGY GROUP has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX TECHNOLOGY GROUP
Employer identification number (EIN):461523827
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WARD THORNE2024-05-09
0012022-01-01WARD THORNE2023-08-21
0012021-01-01WARD THORNE2022-06-15
0012019-01-01WARD THORNE2020-04-06
0012018-01-01WARD THORNE2019-09-05
0012017-01-01WARD THORNE2018-07-27
0012016-01-01WARD THORNE2017-09-05
0012015-01-01WARD THORNE2016-07-19

Plan Statistics for PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-0611
Total number of particpants at end of year2025-08-0611
Number of Participants With Account Balances2025-08-064
2024: PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-0910
Total number of particpants at end of year2024-05-0911
Number of Participants With Account Balances2024-05-094
2022: PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-1511
Total number of particpants at end of year2022-06-1511
Number of Participants With Account Balances2022-06-152

Financial Data on PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-060
Total liabilities as of the end of the plan year2025-08-060
Total liabilities as of the beginning of the plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-06441
Net assets as of the end of the plan year2025-08-06190055
Total assets as of the beginning of the plan year2025-08-06143761
Value of plan covered by a fidelity bond2025-08-0620000
Participant contributions to plan in this plan year2025-08-0611761
Value of participant loans at end of plan year2025-08-0627051
Other expenses paid from plan in this plan year2025-08-060
Other contributions to plan in this plan year2025-08-060
Other income to plan in this plan year2025-08-0625694
Plan net income in this plan year2025-08-0646294
Net assets as of the end of the plan year2025-08-06190055
Net assets as of the beginning of the plan year2025-08-06143761
Employer contributions to plan in this plan year2025-08-069280
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-06441
2024 : PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-090
Total liabilities as of the end of the plan year2024-05-090
Total liabilities as of the beginning of the plan year2024-05-090
Total expenses incurred by plan in this plan year2024-05-09385
Net assets as of the end of the plan year2024-05-09143761
Total assets as of the beginning of the plan year2024-05-09104989
Value of plan covered by a fidelity bond2024-05-0920000
Participant contributions to plan in this plan year2024-05-0910568
Value of participant loans at end of plan year2024-05-09473
Other expenses paid from plan in this plan year2024-05-090
Other contributions to plan in this plan year2024-05-090
Other income to plan in this plan year2024-05-0920085
Plan net income in this plan year2024-05-0938772
Net assets as of the end of the plan year2024-05-09143761
Net assets as of the beginning of the plan year2024-05-09104989
Employer contributions to plan in this plan year2024-05-098504
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-09385
2022 : PHOENIX TECHNOLOGY GROUP 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-15156
Net assets as of the end of the plan year2022-06-15105103
Total assets as of the beginning of the plan year2022-06-1576413
Value of plan covered by a fidelity bond2022-06-1520000
Participant contributions to plan in this plan year2022-06-157995
Value of participant loans at end of plan year2022-06-154744
Other expenses paid from plan in this plan year2022-06-150
Other contributions to plan in this plan year2022-06-150
Other income to plan in this plan year2022-06-1514455
Plan net income in this plan year2022-06-1528690
Net assets as of the end of the plan year2022-06-15105103
Net assets as of the beginning of the plan year2022-06-1576413
Employer contributions to plan in this plan year2022-06-156396
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-15156

Potentially related plans

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