PHOENIX SYSTEMS & SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2014 : PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $112,089 |
Expenses. Total of all expenses incurred | 2014-12-31 | $36,847 |
Benefits paid (including direct rollovers) | 2014-12-31 | $36,847 |
Total plan assets at end of year | 2014-12-31 | $775,512 |
Total plan assets at beginning of year | 2014-12-31 | $700,270 |
Other income received | 2014-12-31 | $40,089 |
Net income (gross income less expenses) | 2014-12-31 | $75,242 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $775,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $700,270 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $72,000 |
2013 : PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $138,128 |
Total plan assets at end of year | 2013-12-31 | $700,270 |
Total plan assets at beginning of year | 2013-12-31 | $562,142 |
Other income received | 2013-12-31 | $72,246 |
Net income (gross income less expenses) | 2013-12-31 | $138,128 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $700,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $562,142 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $65,882 |
2012 : PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $75,087 |
Total plan assets at end of year | 2012-12-31 | $562,142 |
Total plan assets at beginning of year | 2012-12-31 | $487,055 |
Other income received | 2012-12-31 | $39,562 |
Net income (gross income less expenses) | 2012-12-31 | $75,087 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $562,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $487,055 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,525 |
2011 : PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $54,039 |
Total plan assets at end of year | 2011-12-31 | $487,055 |
Total plan assets at beginning of year | 2011-12-31 | $433,016 |
Other income received | 2011-12-31 | $3,039 |
Net income (gross income less expenses) | 2011-12-31 | $54,039 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $487,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $433,016 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $51,000 |
2010 : PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $67,843 |
Expenses. Total of all expenses incurred | 2010-12-31 | $22,379 |
Benefits paid (including direct rollovers) | 2010-12-31 | $22,379 |
Total plan assets at end of year | 2010-12-31 | $433,016 |
Total plan assets at beginning of year | 2010-12-31 | $387,552 |
Other income received | 2010-12-31 | $45,843 |
Net income (gross income less expenses) | 2010-12-31 | $45,464 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $433,016 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $387,552 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $22,000 |
2014: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PHOENIX SYSTEMS & SERVICE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
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 |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 43687 |
Policy instance | 1 |
Insurance contract or identification number | 43687 | Number of Individuals Covered | 11 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,519 | Total amount of fees paid to insurance company | USD $1,536 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $346 | Amount paid for insurance broker fees | 474 | Additional information about fees paid to insurance broker | SERVICING FEES SERVICE PROVIDED | Insurance broker organization code? | 3 | Insurance broker name | ROBERT R STYRKOWICZ |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 43687 |
Policy instance | 1 |
Insurance contract or identification number | 43687 | Number of Individuals Covered | 11 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,103 | Total amount of fees paid to insurance company | USD $758 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $298 | Amount paid for insurance broker fees | 324 | Additional information about fees paid to insurance broker | SERVICING FEES SERVICE PROVIDED | Insurance broker organization code? | 3 | Insurance broker name | ARTHUR J GALLI |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 43687 |
Policy instance | 1 |
Insurance contract or identification number | 43687 | Number of Individuals Covered | 8 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,194 | Total amount of fees paid to insurance company | USD $1,149 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $258 | Amount paid for insurance broker fees | 456 | Additional information about fees paid to insurance broker | SERVICING FEES SERVICE PROVIDED | Insurance broker organization code? | 3 | Insurance broker name | ARTHUR J GALLI |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 43687 |
Policy instance | 1 |
Insurance contract or identification number | 43687 | Number of Individuals Covered | 7 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of fees paid to insurance company | USD $1,036 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 43687 |
Policy instance | 1 |
Insurance contract or identification number | 43687 | Number of Individuals Covered | 7 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of fees paid to insurance company | USD $1,874 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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