401k Plan data: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN plan

PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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 HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX HEALTH, INC.

Employer identification number (EIN): 832293375

NAIC Classification: 621900

Additional information about PHOENIX HEALTH, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2018-10-23

Company Identification Number: 0837243

Legal Registered Office Address: 533 HUNTS POINTE DRIVE

VIRGINIA BEACH
United States of America (USA)
23464

More information about PHOENIX HEALTH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN

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 2018-10-24 JUDITH COLE

Plan Statistics for PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-24 1
Total number of active participants reported on line 7a of the Form 5500 2018-10-24 1
Number of retired or separated participants receiving benefits 2018-10-24 0
Number of other retired or separated participants entitled to future benefits 2018-10-24 0
Total of all active and inactive participants 2018-10-24 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-24 0
Total participants 2018-10-24 1
Number of participants with account balances 2018-10-24 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-24 0

Measure	Date	Value
2022: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-24	1
Total number of active participants reported on line 7a of the Form 5500	2018-10-24	1
Number of retired or separated participants receiving benefits	2018-10-24	0
Number of other retired or separated participants entitled to future benefits	2018-10-24	0
Total of all active and inactive participants	2018-10-24	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-24	0
Total participants	2018-10-24	1
Number of participants with account balances	2018-10-24	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-24	0

Financial Data on PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$191,591
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$283,969
Total plan assets at beginning of year	2022-12-31	$92,378
Total contributions received or receivable from participants	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$191,591
Net income (gross income less expenses)	2022-12-31	$191,591
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$283,969
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$92,378
Assets. Value of employer securities	2022-12-31	$283,271
Total contributions received or receivable from employer(s)	2022-12-31	$0
2021 : PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-9,398
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$92,378
Total plan assets at beginning of year	2021-12-31	$101,776
Total contributions received or receivable from participants	2021-12-31	$0
Other income received	2021-12-31	$-9,398
Net income (gross income less expenses)	2021-12-31	$-9,398
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$92,378
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$101,776
Assets. Value of employer securities	2021-12-31	$91,686
Total contributions received or receivable from employer(s)	2021-12-31	$0
2020 : PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-16,903
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$101,776
Total plan assets at beginning of year	2020-12-31	$118,679
Total contributions received or receivable from participants	2020-12-31	$0
Other income received	2020-12-31	$-16,903
Net income (gross income less expenses)	2020-12-31	$-16,903
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$101,776
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$118,679
Assets. Value of employer securities	2020-12-31	$101,085
Total contributions received or receivable from employer(s)	2020-12-31	$0
2019 : PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-17,998
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$118,679
Total plan assets at beginning of year	2019-12-31	$136,677
Total contributions received or receivable from participants	2019-12-31	$0
Other income received	2019-12-31	$-17,998
Net income (gross income less expenses)	2019-12-31	$-17,998
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$118,679
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$136,677
Assets. Value of employer securities	2019-12-31	$117,990
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$136,677
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$136,677
Total plan assets at beginning of year	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$136,675
Other income received	2018-12-31	$2
Net income (gross income less expenses)	2018-12-31	$136,677
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$136,677
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Assets. Value of employer securities	2018-12-31	$136,000
Total contributions received or receivable from employer(s)	2018-12-31	$0

Form 5500 Responses for PHOENIX HEALTH, INC. 401K PROFIT SHARING PLAN

2022: PHOENIX HEALTH, INC. 401K PROFIT SHARING 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 HEALTH, INC. 401K PROFIT SHARING 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 HEALTH, INC. 401K PROFIT SHARING 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 HEALTH, INC. 401K PROFIT SHARING 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 HEALTH, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-24	Type of plan entity	Single employer plan
2018-10-24	First time form 5500 has been submitted	Yes
2018-10-24	Submission has been amended	No
2018-10-24	This submission is the final filing	No
2018-10-24	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-24	Plan is a collectively bargained plan	No
2018-10-24	Plan funding arrangement – Trust	Yes
2018-10-24	Plan benefit arrangement - Trust	Yes

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Company Name:	PHOENIX HEALTH, INC.
Employer identification number (EIN):	832293375
NAIC Classification:	621900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2018-10-23
Company Identification Number:	0837243
Legal Registered Office Address:	533 HUNTS POINTE DRIVE VIRGINIA BEACH United States of America (USA) 23464