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THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE FIRST TEE OF PHOENIX PROFIT SHARING PLAN
Plan identification number 001

THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN 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
  • 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

THE FIRST TEE OF PHOENIX has sponsored the creation of one or more 401k plans.

Company Name:THE FIRST TEE OF PHOENIX
Employer identification number (EIN):522103204
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN

Measure Date Value
2025 : THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-1112
Net assets as of the end of the plan year2025-07-11170469
Total assets as of the beginning of the plan year2025-07-11130199
Participant contributions to plan in this plan year2025-07-110
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-114771
Plan net income in this plan year2025-07-1140270
Net assets as of the end of the plan year2025-07-11170469
Net assets as of the beginning of the plan year2025-07-11130199
Employer contributions to plan in this plan year2025-07-1135511
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1112
2024 : THE FIRST TEE OF PHOENIX PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2590
Net assets as of the end of the plan year2024-06-25130199
Total assets as of the beginning of the plan year2024-06-2599865
Participant contributions to plan in this plan year2024-06-250
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-252287
Plan net income in this plan year2024-06-2530334
Net assets as of the end of the plan year2024-06-25130199
Net assets as of the beginning of the plan year2024-06-2599865
Employer contributions to plan in this plan year2024-06-2528137
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2590

Potentially related plans

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