PHX-AM I, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2014: PHX-AM I, LLC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
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 | 11 |
Total of all active and inactive participants | 2014-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 76 |
Number of participants with account balances | 2014-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PHX-AM I, LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 53 |
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 | 7 |
Total of all active and inactive participants | 2013-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 60 |
Number of participants with account balances | 2013-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PHX-AM I, LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 43 |
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 | 8 |
Total of all active and inactive participants | 2012-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 51 |
Number of participants with account balances | 2012-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PHX-AM I, LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-11-15 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-11-15 | 41 |
Number of retired or separated participants receiving benefits | 2011-11-15 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-11-15 | 8 |
Total of all active and inactive participants | 2011-11-15 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-15 | 0 |
Total participants | 2011-11-15 | 49 |
Number of participants with account balances | 2011-11-15 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-15 | 0 |
Measure | Date | Value |
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2014 : PHX-AM I, LLC 401(K) PLAN 2014 401k financial data |
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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 | $546,080 |
Expenses. Total of all expenses incurred | 2014-12-31 | $70,234 |
Benefits paid (including direct rollovers) | 2014-12-31 | $70,234 |
Total plan assets at end of year | 2014-12-31 | $4,577,545 |
Total plan assets at beginning of year | 2014-12-31 | $4,101,699 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $256,496 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $3,412 |
Other income received | 2014-12-31 | $286,172 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $475,846 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,577,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,101,699 |
Assets. Value of participant loans | 2014-12-31 | $27,597 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : PHX-AM I, LLC 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $838,648 |
Expenses. Total of all expenses incurred | 2013-12-31 | $38,901 |
Benefits paid (including direct rollovers) | 2013-12-31 | $38,901 |
Total plan assets at end of year | 2013-12-31 | $4,101,699 |
Total plan assets at beginning of year | 2013-12-31 | $3,301,952 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $242,847 |
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 | $595,801 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $799,747 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,101,699 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,301,952 |
Assets. Value of participant loans | 2013-12-31 | $43,532 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : PHX-AM I, LLC 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $240 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $591,749 |
Expenses. Total of all expenses incurred | 2012-12-31 | $61,644 |
Benefits paid (including direct rollovers) | 2012-12-31 | $61,644 |
Total plan assets at end of year | 2012-12-31 | $3,301,952 |
Total plan assets at beginning of year | 2012-12-31 | $2,771,607 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $222,573 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $39,739 |
Other income received | 2012-12-31 | $329,437 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $530,105 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,301,952 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,771,607 |
Assets. Value of participant loans | 2012-12-31 | $43,782 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2011 : PHX-AM I, LLC 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $2,771,607 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $0 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,771,607 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $0 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,771,607 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of participant loans | 2011-12-31 | $52,778 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |