401k Plan data: PHOENIX 401(K) PLAN plan

PHOENIX 401(K) PLAN 401k Plan overview

Plan Name	PHOENIX 401(K) PLAN
Plan identification number	003

PHOENIX 401(K) PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: PHOENIX MANAGEMENT, INC.

Employer identification number (EIN): 742641906

NAIC Classification: 561210
NAIC Description: Facilities Support Services

Additional information about PHOENIX MANAGEMENT, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1992-08-04

Company Identification Number: 0123957700

Legal Registered Office Address: 2000 WINDY TER STE 5A

CEDAR PARK
United States of America (USA)
78613

More information about PHOENIX MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 DONNA GIARRATANO
003 2016-01-01 MARJORIE STRICKLAND
003 2015-01-01 MARJORIE STRICKLAND
003 2014-01-01 MARJORIE STRICKLAND
003 2013-01-01 MARJORIE STRICKLAND
003 2012-01-01 MARJORIE STRICKLAND
003 2011-01-01 MARJORIE STRICKLAND
003 2010-01-01 MARJORIE STRICKLAND
003 2009-01-01 MARJORIE STRICKLAND

Plan Statistics for PHOENIX 401(K) PLAN

401k plan membership statisitcs for PHOENIX 401(K) PLAN

Measure Date Value
2022: PHOENIX 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 638
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 455
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 147
Total of all active and inactive participants 2022-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 614
Number of participants with account balances 2022-01-01 570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: PHOENIX 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 642
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 466
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 156
Total of all active and inactive participants 2021-01-01 631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 632
Number of participants with account balances 2021-01-01 579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 486
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 136
Total of all active and inactive participants 2020-01-01 641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 641
Number of participants with account balances 2020-01-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 533
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 443
Number of retired or separated participants receiving benefits 2019-01-01 17
Number of other retired or separated participants entitled to future benefits 2019-01-01 146
Total of all active and inactive participants 2019-01-01 606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 606
Number of participants with account balances 2019-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHOENIX 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 308
Number of retired or separated participants receiving benefits 2018-01-01 17
Number of other retired or separated participants entitled to future benefits 2018-01-01 156
Total of all active and inactive participants 2018-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 482
Number of participants with account balances 2018-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHOENIX 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 548
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 257
Number of retired or separated participants receiving benefits 2017-01-01 16
Number of other retired or separated participants entitled to future benefits 2017-01-01 193
Total of all active and inactive participants 2017-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 466
Number of participants with account balances 2017-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHOENIX 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 285
Number of retired or separated participants receiving benefits 2016-01-01 21
Number of other retired or separated participants entitled to future benefits 2016-01-01 243
Total of all active and inactive participants 2016-01-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 550
Number of participants with account balances 2016-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PHOENIX 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 340
Number of retired or separated participants receiving benefits 2015-01-01 16
Number of other retired or separated participants entitled to future benefits 2015-01-01 122
Total of all active and inactive participants 2015-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 479
Number of participants with account balances 2015-01-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHOENIX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 475
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 334
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 127
Total of all active and inactive participants 2014-01-01 475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 475
Number of participants with account balances 2014-01-01 428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHOENIX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 327
Number of retired or separated participants receiving benefits 2013-01-01 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 123
Total of all active and inactive participants 2013-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 465
Number of participants with account balances 2013-01-01 424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHOENIX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 317
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 147
Total of all active and inactive participants 2012-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 484
Number of participants with account balances 2012-01-01 418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHOENIX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 299
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 334
Number of participants with account balances 2011-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PHOENIX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 384
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 263
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 47
Total of all active and inactive participants 2010-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 314
Number of participants with account balances 2010-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PHOENIX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 379
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 57
Total of all active and inactive participants 2009-01-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 436
Number of participants with account balances 2009-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: PHOENIX 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	638
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	455
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	147
Total of all active and inactive participants	2022-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	614
Number of participants with account balances	2022-01-01	570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: PHOENIX 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	642
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	466
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	156
Total of all active and inactive participants	2021-01-01	631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	632
Number of participants with account balances	2021-01-01	579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	486
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	136
Total of all active and inactive participants	2020-01-01	641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	641
Number of participants with account balances	2020-01-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	533
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	443
Number of retired or separated participants receiving benefits	2019-01-01	17
Number of other retired or separated participants entitled to future benefits	2019-01-01	146
Total of all active and inactive participants	2019-01-01	606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	606
Number of participants with account balances	2019-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHOENIX 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	308
Number of retired or separated participants receiving benefits	2018-01-01	17
Number of other retired or separated participants entitled to future benefits	2018-01-01	156
Total of all active and inactive participants	2018-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	482
Number of participants with account balances	2018-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHOENIX 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	548
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	257
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	193
Total of all active and inactive participants	2017-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	466
Number of participants with account balances	2017-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHOENIX 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	285
Number of retired or separated participants receiving benefits	2016-01-01	21
Number of other retired or separated participants entitled to future benefits	2016-01-01	243
Total of all active and inactive participants	2016-01-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	550
Number of participants with account balances	2016-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PHOENIX 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	340
Number of retired or separated participants receiving benefits	2015-01-01	16
Number of other retired or separated participants entitled to future benefits	2015-01-01	122
Total of all active and inactive participants	2015-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	479
Number of participants with account balances	2015-01-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHOENIX 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	475
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	334
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	127
Total of all active and inactive participants	2014-01-01	475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	475
Number of participants with account balances	2014-01-01	428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHOENIX 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	327
Number of retired or separated participants receiving benefits	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	123
Total of all active and inactive participants	2013-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	465
Number of participants with account balances	2013-01-01	424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHOENIX 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	317
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	147
Total of all active and inactive participants	2012-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	484
Number of participants with account balances	2012-01-01	418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHOENIX 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	299
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	334
Number of participants with account balances	2011-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PHOENIX 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	384
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	263
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	47
Total of all active and inactive participants	2010-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	314
Number of participants with account balances	2010-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PHOENIX 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	379
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	57
Total of all active and inactive participants	2009-01-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	436
Number of participants with account balances	2009-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHOENIX 401(K) PLAN

Measure	Date	Value
2022 : PHOENIX 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$861,836
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,749,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,600,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,812,485
Value of total assets at end of year	2022-12-31	$11,872,528
Value of total assets at beginning of year	2022-12-31	$12,759,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$148,994
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$443,643
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$22,889
Administrative expenses (other) incurred	2022-12-31	$65,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-887,328
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,872,528
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,759,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,712
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,872,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,759,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,950,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,345,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,600,170
Contract administrator fees	2022-12-31	$53,474
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2022-12-31	264527814
2021 : PHOENIX 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,639,558
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,871,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,722,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,082,604
Value of total assets at end of year	2021-12-31	$12,759,856
Value of total assets at beginning of year	2021-12-31	$9,991,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$148,308
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$8,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$417,410
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$413,865
Administrative expenses (other) incurred	2021-12-31	$60,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,768,506
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,759,856
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,991,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$34,836
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,759,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,991,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,556,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,251,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,722,744
Contract administrator fees	2021-12-31	$44,826
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2021-12-31	264527814
2020 : PHOENIX 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,088,808
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,628,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,509,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,820,855
Value of total assets at end of year	2020-12-31	$9,991,350
Value of total assets at beginning of year	2020-12-31	$9,531,212
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$118,968
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$289,603
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$55,274
Administrative expenses (other) incurred	2020-12-31	$53,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$460,138
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,991,350
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,531,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,943
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,991,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,531,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,267,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,475,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,509,702
Contract administrator fees	2020-12-31	$36,412
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2020-12-31	264527814
2019 : PHOENIX 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,245,014
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,560,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,392,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,655,239
Value of total assets at end of year	2019-12-31	$9,531,212
Value of total assets at beginning of year	2019-12-31	$7,846,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$167,755
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$8,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$260,856
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,903
Administrative expenses (other) incurred	2019-12-31	$66,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,684,606
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,531,212
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,846,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$22,615
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,531,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,846,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,589,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,392,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,392,653
Contract administrator fees	2019-12-31	$70,565
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2019-12-31	264527814
2018 : PHOENIX 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$645,164
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,802,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,641,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,087,613
Value of total assets at end of year	2018-12-31	$7,846,606
Value of total assets at beginning of year	2018-12-31	$9,003,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$160,503
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$221,375
Administrative expenses (other) incurred	2018-12-31	$11,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,157,292
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,846,606
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,003,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$74,796
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,846,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,003,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-442,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$866,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,641,953
Contract administrator fees	2018-12-31	$65,742
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2018-12-31	264527814
2017 : PHOENIX 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,296,740
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,992,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,835,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,039,245
Value of total assets at end of year	2017-12-31	$9,003,898
Value of total assets at beginning of year	2017-12-31	$8,699,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$157,115
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$8,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$192,996
Administrative expenses (other) incurred	2017-12-31	$9,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$304,275
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,003,898
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,699,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$73,231
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,003,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,699,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,257,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$846,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,835,350
Contract administrator fees	2017-12-31	$66,874
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2017-12-31	264527814
2016 : PHOENIX 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,247,663
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,177,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,997,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,411,673
Value of total assets at end of year	2016-12-31	$8,699,623
Value of total assets at beginning of year	2016-12-31	$10,629,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$180,610
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$16,500
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$233,711
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,443,804
Administrative expenses (other) incurred	2016-12-31	$14,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,930,276
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,699,623
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,629,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$73,304
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,699,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,186,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$835,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,175,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,997,329
Contract administrator fees	2016-12-31	$76,511
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2016-12-31	264527814
2015 : PHOENIX 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$1,443,804
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,637,060
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,949,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,786,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,680,863
Value of total assets at end of year	2015-12-31	$10,629,899
Value of total assets at beginning of year	2015-12-31	$9,498,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$162,428
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$8,675
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$269,452
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$65,358
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,443,804
Administrative expenses (other) incurred	2015-12-31	$8,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-312,167
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,629,899
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,498,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$51,424
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,186,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,498,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-43,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,346,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,786,799
Contract administrator fees	2015-12-31	$93,429
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2015-12-31	264527814
2014 : PHOENIX 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,163,064
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,850,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,690,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,738,595
Value of total assets at end of year	2014-12-31	$9,498,262
Value of total assets at beginning of year	2014-12-31	$9,185,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$159,932
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$279,524
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$12,472
Administrative expenses (other) incurred	2014-12-31	$15,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$312,420
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,498,262
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,185,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$49,813
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,498,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,185,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$424,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,446,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,690,712
Contract administrator fees	2014-12-31	$86,316
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2014-12-31	264527814
2013 : PHOENIX 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,982,771
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,751,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,609,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,679,655
Value of total assets at end of year	2013-12-31	$9,185,842
Value of total assets at beginning of year	2013-12-31	$7,954,952
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$142,850
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$8,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$237,902
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$57,933
Administrative expenses (other) incurred	2013-12-31	$10,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,230,890
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,185,842
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,954,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$41,962
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$9,185,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,954,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,303,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,383,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,609,031
Contract administrator fees	2013-12-31	$82,388
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2013-12-31	264527814
2012 : PHOENIX 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$32,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,455,129
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,481,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,348,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,641,172
Value of total assets at end of year	2012-12-31	$7,954,952
Value of total assets at beginning of year	2012-12-31	$7,949,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$132,762
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$15,800
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$193,687
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$13,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$3,882,826
Administrative expenses (other) incurred	2012-12-31	$2,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-26,381
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,954,952
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,949,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$35,323
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,954,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,066,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$813,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,433,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,348,748
Contract administrator fees	2012-12-31	$78,749
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2012-12-31	264527814
2011 : PHOENIX 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$3,882,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$850,975
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$860,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$792,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$926,416
Value of total assets at end of year	2011-12-31	$7,949,076
Value of total assets at beginning of year	2011-12-31	$4,076,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$68,466
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$8,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$222,209
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$3,882,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-9,972
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,949,076
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,076,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$17,259
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,066,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,076,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-75,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$704,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$792,481
Contract administrator fees	2011-12-31	$43,207
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2011-12-31	264527814
2010 : PHOENIX 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,162,937
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$532,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$471,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$810,744
Value of total assets at end of year	2010-12-31	$4,076,222
Value of total assets at beginning of year	2010-12-31	$3,445,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$61,054
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$227,934
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$307
Administrative expenses (other) incurred	2010-12-31	$238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$630,709
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,076,222
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,445,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,076,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,445,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$352,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$582,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$471,174
Contract administrator fees	2010-12-31	$60,816
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2010-12-31	264527814

Form 5500 Responses for PHOENIX 401(K) PLAN

2022: PHOENIX 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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 401(K) PLAN 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 401(K) PLAN 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 401(K) PLAN 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 401(K) PLAN 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
2017: PHOENIX 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHOENIX 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHOENIX 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHOENIX 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHOENIX 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHOENIX 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHOENIX 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHOENIX 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PHOENIX 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHOENIX MANAGEMENT, INC.
Employer identification number (EIN):	742641906
NAIC Classification:	561210
NAIC Description:	Facilities Support Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1992-08-04
Company Identification Number:	0123957700
Legal Registered Office Address:	2000 WINDY TER STE 5A CEDAR PARK United States of America (USA) 78613