401k Plan data: PHILCORR, LLC 401(K) PLAN plan

PHILCORR, LLC 401(K) PLAN 401k Plan overview

Plan Name	PHILCORR, LLC 401(K) PLAN
Plan identification number	001

PHILCORR, LLC 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.
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.
Plan covering Self-Employed individuals.
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

PHILCORR, LLC has sponsored the creation of one or more 401k plans.

Company Name: PHILCORR, LLC

Employer identification number (EIN): 223347794

NAIC Classification: 339900

Additional information about PHILCORR, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services

Incorporation Date:

Company Identification Number: 0600015863

More information about PHILCORR, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILCORR, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JAMES VIZZARD 2023-07-25
001 2021-01-01 JAMES VIZZARD 2022-10-05
001 2020-01-01 JAMES VIZZARD 2021-10-15
001 2019-01-01 JAMES VIZZARD 2020-10-12
001 2018-01-01 JAMES VIZZARD 2019-07-19
001 2017-01-01 JAMES VIZZARD 2018-07-10
001 2016-01-01 JAMES VIZZARD 2017-07-12
001 2015-01-01 MARK THUER 2016-06-27
001 2014-01-01 MARK THUER
001 2013-01-01 MARK THUER
001 2012-01-01 MARK THUER MARK THUER 2013-09-06
001 2011-11-01 MARK THUER MARK THUER 2013-09-06
001 2009-01-01 MARK THUER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JAMES VIZZARD	2023-07-25
001	2021-01-01	JAMES VIZZARD	2022-10-05
001	2020-01-01	JAMES VIZZARD	2021-10-15
001	2019-01-01	JAMES VIZZARD	2020-10-12
001	2018-01-01	JAMES VIZZARD	2019-07-19
001	2017-01-01	JAMES VIZZARD	2018-07-10
001	2016-01-01	JAMES VIZZARD	2017-07-12
001	2015-01-01	MARK THUER	2016-06-27
001	2014-01-01	MARK THUER
001	2013-01-01	MARK THUER
001	2012-01-01	MARK THUER		MARK THUER	2013-09-06
001	2011-11-01	MARK THUER		MARK THUER	2013-09-06
001	2009-01-01	MARK THUER

Plan Statistics for PHILCORR, LLC 401(K) PLAN

401k plan membership statisitcs for PHILCORR, LLC 401(K) PLAN

Measure Date Value
2014: PHILCORR, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 51
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 57
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PHILCORR, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 52
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 56
Number of participants with account balances 2013-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PHILCORR, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 58
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PHILCORR, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 47
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 8
Total of all active and inactive participants 2011-11-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 55
Number of participants with account balances 2011-11-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: PHILCORR, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 50
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 8
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: PHILCORR, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	51
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	57
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PHILCORR, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	52
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	56
Number of participants with account balances	2013-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PHILCORR, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	58
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PHILCORR, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	47
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	8
Total of all active and inactive participants	2011-11-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	55
Number of participants with account balances	2011-11-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: PHILCORR, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	50
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	8
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHILCORR, LLC 401(K) PLAN

Measure	Date	Value
2014 : PHILCORR, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$376,380
Expenses. Total of all expenses incurred	2014-12-31	$153,002
Benefits paid (including direct rollovers)	2014-12-31	$151,839
Total plan assets at end of year	2014-12-31	$3,320,243
Total plan assets at beginning of year	2014-12-31	$3,096,865
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$135,168
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$171,106
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$223,378
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,320,243
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,096,865
Assets. Value of participant loans	2014-12-31	$191,520
Total contributions received or receivable from employer(s)	2014-12-31	$70,106
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,163
2013 : PHILCORR, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$735,585
Expenses. Total of all expenses incurred	2013-12-31	$220,996
Benefits paid (including direct rollovers)	2013-12-31	$220,008
Total plan assets at end of year	2013-12-31	$3,096,865
Total plan assets at beginning of year	2013-12-31	$2,582,276
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$149,521
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$510,246
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$514,589
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,096,865
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,582,276
Assets. Value of participant loans	2013-12-31	$174,509
Total contributions received or receivable from employer(s)	2013-12-31	$75,818
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$988
2012 : PHILCORR, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$515,207
Expenses. Total of all expenses incurred	2012-12-31	$116,987
Benefits paid (including direct rollovers)	2012-12-31	$115,149
Total plan assets at end of year	2012-12-31	$2,582,276
Total plan assets at beginning of year	2012-12-31	$2,184,056
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$147,893
Other income received	2012-12-31	$292,497
Net income (gross income less expenses)	2012-12-31	$398,220
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,582,276
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,184,056
Assets. Value of participant loans	2012-12-31	$138,280
Total contributions received or receivable from employer(s)	2012-12-31	$74,817
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PHILCORR, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$2,195,635
Total income from all sources	2011-12-31	$66,890
Expenses. Total of all expenses incurred	2011-12-31	$78,469
Benefits paid (including direct rollovers)	2011-12-31	$78,429
Total plan assets at end of year	2011-12-31	$2,184,056
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$31,742
Other income received	2011-12-31	$19,818
Net income (gross income less expenses)	2011-12-31	$-11,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,184,056
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of participant loans	2011-12-31	$121,311
Total contributions received or receivable from employer(s)	2011-12-31	$15,330
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHILCORR, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$482,005
Expenses. Total of all expenses incurred	2010-12-31	$141,729
Benefits paid (including direct rollovers)	2010-12-31	$135,442
Total plan assets at end of year	2010-12-31	$2,264,940
Total plan assets at beginning of year	2010-12-31	$1,924,664
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$155,039
Other income received	2010-12-31	$246,362
Net income (gross income less expenses)	2010-12-31	$340,276
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,264,940
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,924,664
Assets. Value of participant loans	2010-12-31	$92,689
Total contributions received or receivable from employer(s)	2010-12-31	$80,604
Value of certain deemed distributions of participant loans	2010-12-31	$3,792
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PHILCORR, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PHILCORR, LLC 401(K) PLAN

2014: PHILCORR, LLC 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: PHILCORR, LLC 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: PHILCORR, LLC 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHILCORR, LLC 401(K) PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	First time form 5500 has been submitted	Yes
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: PHILCORR, LLC 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILCORR, LLC
Employer identification number (EIN):	223347794
NAIC Classification:	339900

Jurisdiction of Incorporation:	New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number:	0600015863