401k Plan data: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS plan

PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 401k Plan overview

Plan Name	PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS
Plan identification number	001

PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX SYSTEMS, INC.

Employer identification number (EIN): 581440984

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JOANNE ARNOLD
001 2017-01-01 JOANNE ARNOLD 2018-06-27
001 2016-01-01 JOANNE ARNOLD 2017-05-26
001 2015-07-01 JOANNE ARNOLD 2016-05-20
001 2014-07-01 JOANNE ARNOLD 2015-09-22 JUDY KOCH 2015-09-22
001 2013-07-01 JOANNE ARNOLD 2014-09-22
001 2012-07-01 JOANNE ARNOLD 2013-08-20
001 2011-07-01 SANDRA PERKOWITZ 2012-10-23
001 2009-07-01 SANDRA PERKOWITZ SANDRA PERKOWITZ 2011-01-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JOANNE ARNOLD
001	2017-01-01	JOANNE ARNOLD	2018-06-27
001	2016-01-01	JOANNE ARNOLD	2017-05-26
001	2015-07-01	JOANNE ARNOLD	2016-05-20
001	2014-07-01	JOANNE ARNOLD	2015-09-22	JUDY KOCH	2015-09-22
001	2013-07-01	JOANNE ARNOLD	2014-09-22
001	2012-07-01	JOANNE ARNOLD	2013-08-20
001	2011-07-01	SANDRA PERKOWITZ	2012-10-23
001	2009-07-01	SANDRA PERKOWITZ		SANDRA PERKOWITZ	2011-01-14

Plan Statistics for PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS

401k plan membership statisitcs for PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS

Measure Date Value
2022: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 24
Number of participants with account balances 2022-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 26
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 27
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 28
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 30
Number of participants with account balances 2019-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2009 401k membership
Total participants, beginning-of-year 2009-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 28
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 4
Total of all active and inactive participants 2009-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 32
Number of participants with account balances 2009-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4

Measure	Date	Value
2022: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	24
Number of participants with account balances	2022-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	26
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	27
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	28
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	30
Number of participants with account balances	2019-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2009 401k membership
Total participants, beginning-of-year	2009-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	28
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	4
Total of all active and inactive participants	2009-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	32
Number of participants with account balances	2009-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4

Financial Data on PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS

Measure	Date	Value
2022 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,062,948
Expenses. Total of all expenses incurred	2022-12-31	$2,071,271
Benefits paid (including direct rollovers)	2022-12-31	$2,066,169
Total plan assets at end of year	2022-12-31	$10,743,084
Total plan assets at beginning of year	2022-12-31	$15,877,303
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$394,816
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-3,597,847
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-5,134,219
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,743,084
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$15,877,303
Assets. Value of participant loans	2022-12-31	$20,247
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$140,083
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,102
2021 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$2,519,573
Expenses. Total of all expenses incurred	2021-12-31	$885,930
Benefits paid (including direct rollovers)	2021-12-31	$881,051
Total plan assets at end of year	2021-12-31	$15,877,303
Total plan assets at beginning of year	2021-12-31	$14,243,660
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$458,727
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$37,905
Other income received	2021-12-31	$1,857,560
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,633,643
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,877,303
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$14,243,660
Assets. Value of participant loans	2021-12-31	$32,081
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$165,381
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,879
2020 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,348,073
Expenses. Total of all expenses incurred	2020-12-31	$1,121,643
Benefits paid (including direct rollovers)	2020-12-31	$1,117,296
Total plan assets at end of year	2020-12-31	$14,243,660
Total plan assets at beginning of year	2020-12-31	$12,017,230
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$454,262
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,736,764
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,226,430
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$14,243,660
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$12,017,230
Assets. Value of participant loans	2020-12-31	$75,275
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$157,047
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,347
2019 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,916,435
Expenses. Total of all expenses incurred	2019-12-31	$659,206
Benefits paid (including direct rollovers)	2019-12-31	$655,422
Total plan assets at end of year	2019-12-31	$12,017,230
Total plan assets at beginning of year	2019-12-31	$9,760,001
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$415,263
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,355,992
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,257,229
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$12,017,230
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$9,760,001
Assets. Value of participant loans	2019-12-31	$29,904
Total contributions received or receivable from employer(s)	2019-12-31	$145,180
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,784
2018 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$124,908
Expenses. Total of all expenses incurred	2018-12-31	$1,511,499
Benefits paid (including direct rollovers)	2018-12-31	$1,510,919
Total plan assets at end of year	2018-12-31	$9,760,001
Total plan assets at beginning of year	2018-12-31	$11,146,592
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$297,514
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$9
Other income received	2018-12-31	$-326,824
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,386,591
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$9,760,001
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,146,592
Assets. Value of participant loans	2018-12-31	$38,860
Total contributions received or receivable from employer(s)	2018-12-31	$154,209
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$580
2011 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2011 401k financial data
Total income from all sources	2011-06-30	$1,755,414
Expenses. Total of all expenses incurred	2011-06-30	$228,306
Benefits paid (including direct rollovers)	2011-06-30	$226,560
Total plan assets at end of year	2011-06-30	$7,190,079
Total plan assets at beginning of year	2011-06-30	$5,662,971
Total contributions received or receivable from participants	2011-06-30	$213,472
Other income received	2011-06-30	$1,441,007
Net income (gross income less expenses)	2011-06-30	$1,527,108
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$7,190,079
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$5,662,971
Assets. Value of participant loans	2011-06-30	$19,192
Total contributions received or receivable from employer(s)	2011-06-30	$100,935
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$1,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS

2022: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: PHOENIX SYSTEMS, INC. EMPLOYER SAVINGS PLAN & TRS 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHOENIX SYSTEMS, INC.
Employer identification number (EIN):	581440984
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services