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PHOENIX HOME SERVICES LLC 401(K) PLAN 401k Plan overview

Plan NamePHOENIX HOME SERVICES LLC 401(K) PLAN
Plan identification number 001

PHOENIX HOME SERVICES LLC 401(K) PLAN 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 HOME SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX HOME SERVICES LLC
Employer identification number (EIN):832439983
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAIME STRITCH2024-05-10
0012022-01-01JAIME STRITCH2023-05-23
0012021-01-01JAIME STRITCH2022-10-05
0012020-01-01JAIME STRITCH2021-08-19
0012019-01-01

Financial Data on PHOENIX HOME SERVICES LLC 401(K) PLAN

Measure Date Value
2025 : PHOENIX HOME SERVICES LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1718947
Net assets as of the end of the plan year2025-07-17125766
Total assets as of the beginning of the plan year2025-07-17114043
Value of plan covered by a fidelity bond2025-07-1750000
Participant contributions to plan in this plan year2025-07-1710371
Value of participant loans at end of plan year2025-07-1710888
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-1713749
Plan net income in this plan year2025-07-1711723
Net assets as of the end of the plan year2025-07-17125766
Net assets as of the beginning of the plan year2025-07-17114043
Employer contributions to plan in this plan year2025-07-176550
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17576
2024 : PHOENIX HOME SERVICES LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-100
Total expenses incurred by plan in this plan year2024-05-1025568
Net assets as of the end of the plan year2024-05-10114043
Total assets as of the beginning of the plan year2024-05-1090266
Value of plan covered by a fidelity bond2024-05-1050000
Participant contributions to plan in this plan year2024-05-1018893
Value of participant loans at end of plan year2024-05-1018246
Other contributions to plan in this plan year2024-05-100
Other income to plan in this plan year2024-05-1018608
Plan net income in this plan year2024-05-1023777
Net assets as of the end of the plan year2024-05-10114043
Net assets as of the beginning of the plan year2024-05-1090266
Value of contributions failed to transmitted timely2024-05-109825
Employer contributions to plan in this plan year2024-05-1011844
Fees paid to broker by Benefit Provider2024-05-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-10319
2022 : PHOENIX HOME SERVICES LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-0514272
Net assets as of the end of the plan year2022-10-05120958
Total assets as of the beginning of the plan year2022-10-0579680
Value of plan covered by a fidelity bond2022-10-0550000
Participant contributions to plan in this plan year2022-10-0528186
Value of participant loans at end of plan year2022-10-053683
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-0514371
Plan net income in this plan year2022-10-0541278
Net assets as of the end of the plan year2022-10-05120958
Net assets as of the beginning of the plan year2022-10-0579680
Value of contributions failed to transmitted timely2022-10-0514703
Employer contributions to plan in this plan year2022-10-0512993
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-05474

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