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PHOENIX HOUSE ARF INC 401k Plan overview

Plan NamePHOENIX HOUSE ARF INC
Plan identification number 001

PHOENIX HOUSE ARF INC Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 HOUSE ARF INC has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX HOUSE ARF INC
Employer identification number (EIN):822347221
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HOUSE ARF INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-02
0012022-01-01SHIRLEY HORNER2023-06-29
0012021-06-01SCOTT CAMPBELL2022-07-27

Plan Statistics for PHOENIX HOUSE ARF INC

401k plan membership statisitcs for PHOENIX HOUSE ARF INC

Measure Date Value
2025: PHOENIX HOUSE ARF INC 2025 401k membership
Total number of particpants at beginning of year2025-07-1717
Total number of particpants at end of year2025-07-1717
Number of Participants With Account Balances2025-07-1716
2024: PHOENIX HOUSE ARF INC 2024 401k membership
Total number of particpants at beginning of year2024-09-0213
Total number of particpants at end of year2024-09-0217
Number of Participants With Account Balances2024-09-0216
2022: PHOENIX HOUSE ARF INC 2022 401k membership
Total number of particpants at beginning of year2022-07-2710
Total number of particpants at end of year2022-07-2712
Number of Participants With Account Balances2022-07-2712

Financial Data on PHOENIX HOUSE ARF INC

Measure Date Value
2025 : PHOENIX HOUSE ARF INC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-171439
Net assets as of the end of the plan year2025-07-1759903
Total assets as of the beginning of the plan year2025-07-1734392
Value of plan covered by a fidelity bond2025-07-174000
Participant contributions to plan in this plan year2025-07-1711177
Value of participant loans at end of plan year2025-07-173549
Other income to plan in this plan year2025-07-174596
Plan net income in this plan year2025-07-1725511
Net assets as of the end of the plan year2025-07-1759903
Net assets as of the beginning of the plan year2025-07-1734392
Employer contributions to plan in this plan year2025-07-1711177
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17338
2024 : PHOENIX HOUSE ARF INC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-02576
Net assets as of the end of the plan year2024-09-0234392
Total assets as of the beginning of the plan year2024-09-0213569
Value of plan covered by a fidelity bond2024-09-022000
Participant contributions to plan in this plan year2024-09-028968
Value of participant loans at end of plan year2024-09-023232
Other income to plan in this plan year2024-09-023463
Plan net income in this plan year2024-09-0220823
Net assets as of the end of the plan year2024-09-0234392
Net assets as of the beginning of the plan year2024-09-0213569
Employer contributions to plan in this plan year2024-09-028968
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-02342
2022 : PHOENIX HOUSE ARF INC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-271
Net assets as of the end of the plan year2022-07-273367
Value of plan covered by a fidelity bond2022-07-271000
Participant contributions to plan in this plan year2022-07-271656
Other income to plan in this plan year2022-07-2756
Plan net income in this plan year2022-07-273367
Net assets as of the end of the plan year2022-07-273367
Net assets as of the beginning of the plan year2022-07-270
Employer contributions to plan in this plan year2022-07-271656
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-271

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