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PHIVY INC. PROFIT SHARING PLAN 401k Plan overview

Plan NamePHIVY INC. PROFIT SHARING PLAN
Plan identification number 001

PHIVY INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PHIVY INC. has sponsored the creation of one or more 401k plans.

Company Name:PHIVY INC.
Employer identification number (EIN):462702550
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHIVY INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01PHUONG PHAN PHUONG PHAN2018-11-08
0012016-04-01PHUONG PHAN PHUONG PHAN2017-12-17
0012015-04-01PHUONG PHAN PHUONG PHAN2016-11-22
0012014-04-01PHUONG PHAN PHUONG PHAN2015-10-26
0012013-05-01PHUONG PHAN PHUONG PHAN2015-01-19

Plan Statistics for PHIVY INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PHIVY INC. PROFIT SHARING PLAN

Measure Date Value
2022: PHIVY INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-012
Total number of active participants reported on line 7a of the Form 55002022-04-012
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-012
Number of participants with account balances2022-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: PHIVY INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-012
Total number of active participants reported on line 7a of the Form 55002021-04-012
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-012
Number of participants with account balances2021-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: PHIVY INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-012
Total number of active participants reported on line 7a of the Form 55002020-04-012
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-012
Number of participants with account balances2020-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: PHIVY INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-012
Total number of active participants reported on line 7a of the Form 55002019-04-012
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-012
Number of participants with account balances2019-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: PHIVY INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-012
Total number of active participants reported on line 7a of the Form 55002018-04-012
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-012
Number of participants with account balances2018-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: PHIVY INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-012
Total number of active participants reported on line 7a of the Form 55002017-04-012
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-012
Number of participants with account balances2017-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: PHIVY INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012
Total number of active participants reported on line 7a of the Form 55002016-04-012
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-012
Number of participants with account balances2016-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: PHIVY INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012
Total number of active participants reported on line 7a of the Form 55002015-04-012
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-012
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: PHIVY INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012
Total number of active participants reported on line 7a of the Form 55002014-04-012
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-012
Number of participants with account balances2014-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: PHIVY INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-012
Total number of active participants reported on line 7a of the Form 55002013-05-012
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-012
Number of participants with account balances2013-05-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010

Financial Data on PHIVY INC. PROFIT SHARING PLAN

Measure Date Value
2023 : PHIVY INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-03-31$-20,125
Expenses. Total of all expenses incurred2023-03-31$120
Total plan assets at end of year2023-03-31$319,720
Total plan assets at beginning of year2023-03-31$339,965
Expenses. Other expenses not covered elsewhere2023-03-31$120
Other income received2023-03-31$-20,125
Net income (gross income less expenses)2023-03-31$-20,245
Net plan assets at end of year (total assets less liabilities)2023-03-31$319,720
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$339,965
Assets. Value of employer securities2023-03-31$309,556
2022 : PHIVY INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-03-31$15,692
Expenses. Total of all expenses incurred2022-03-31$50
Total plan assets at end of year2022-03-31$339,965
Total plan assets at beginning of year2022-03-31$324,323
Expenses. Other expenses not covered elsewhere2022-03-31$50
Other income received2022-03-31$15,692
Net income (gross income less expenses)2022-03-31$15,642
Net plan assets at end of year (total assets less liabilities)2022-03-31$339,965
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$324,323
Assets. Value of employer securities2022-03-31$329,688
2021 : PHIVY INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-03-31$14,953
Total plan assets at end of year2021-03-31$324,323
Total plan assets at beginning of year2021-03-31$309,370
Other income received2021-03-31$14,953
Net income (gross income less expenses)2021-03-31$14,953
Net plan assets at end of year (total assets less liabilities)2021-03-31$324,323
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$309,370
Assets. Value of employer securities2021-03-31$313,997
2020 : PHIVY INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-03-31$29,835
Total plan assets at end of year2020-03-31$309,370
Total plan assets at beginning of year2020-03-31$279,535
Other income received2020-03-31$29,835
Net income (gross income less expenses)2020-03-31$29,835
Net plan assets at end of year (total assets less liabilities)2020-03-31$309,370
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$279,535
Assets. Value of employer securities2020-03-31$299,045
2018 : PHIVY INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-03-31$10,244
Expenses. Total of all expenses incurred2018-03-31$0
Benefits paid (including direct rollovers)2018-03-31$0
Total plan assets at end of year2018-03-31$309,760
Total plan assets at beginning of year2018-03-31$299,516
Value of fidelity bond covering the plan2018-03-31$35,000
Total contributions received or receivable from participants2018-03-31$0
Expenses. Other expenses not covered elsewhere2018-03-31$0
Contributions received from other sources (not participants or employers)2018-03-31$0
Other income received2018-03-31$10,244
Net income (gross income less expenses)2018-03-31$10,244
Net plan assets at end of year (total assets less liabilities)2018-03-31$309,760
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$299,516
Assets. Value of employer securities2018-03-31$299,437
Total contributions received or receivable from employer(s)2018-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$0
2017 : PHIVY INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$654
Expenses. Total of all expenses incurred2017-03-31$0
Total plan assets at end of year2017-03-31$299,516
Total plan assets at beginning of year2017-03-31$298,862
Value of fidelity bond covering the plan2017-03-31$35,000
Total contributions received or receivable from participants2017-03-31$0
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$654
Net income (gross income less expenses)2017-03-31$654
Net plan assets at end of year (total assets less liabilities)2017-03-31$299,516
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$298,862
Assets. Value of employer securities2017-03-31$289,194
Total contributions received or receivable from employer(s)2017-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$0
2016 : PHIVY INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$14,111
Expenses. Total of all expenses incurred2016-03-31$0
Total plan assets at end of year2016-03-31$298,862
Total plan assets at beginning of year2016-03-31$284,751
Value of fidelity bond covering the plan2016-03-31$30,000
Total contributions received or receivable from participants2016-03-31$0
Expenses. Other expenses not covered elsewhere2016-03-31$0
Contributions received from other sources (not participants or employers)2016-03-31$0
Other income received2016-03-31$14,111
Net income (gross income less expenses)2016-03-31$14,111
Net plan assets at end of year (total assets less liabilities)2016-03-31$298,862
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$284,751
Assets. Value of employer securities2016-03-31$288,690
Total contributions received or receivable from employer(s)2016-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$0
2015 : PHIVY INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$17,302
Expenses. Total of all expenses incurred2015-03-31$0
Total plan assets at end of year2015-03-31$284,752
Total plan assets at beginning of year2015-03-31$267,450
Value of fidelity bond covering the plan2015-03-31$30,000
Total contributions received or receivable from participants2015-03-31$0
Expenses. Other expenses not covered elsewhere2015-03-31$0
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$17,302
Net income (gross income less expenses)2015-03-31$17,302
Net plan assets at end of year (total assets less liabilities)2015-03-31$284,752
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$267,450
Assets. Value of employer securities2015-03-31$274,780
Total contributions received or receivable from employer(s)2015-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$0
2014 : PHIVY INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total income from all sources2014-03-31$267,480
Expenses. Total of all expenses incurred2014-03-31$30
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$267,450
Total plan assets at beginning of year2014-03-31$0
Value of fidelity bond covering the plan2014-03-31$30,000
Total contributions received or receivable from participants2014-03-31$0
Expenses. Other expenses not covered elsewhere2014-03-31$30
Contributions received from other sources (not participants or employers)2014-03-31$323,000
Other income received2014-03-31$-55,520
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$267,450
Net plan assets at end of year (total assets less liabilities)2014-03-31$267,450
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$0
Assets. Value of employer securities2014-03-31$257,479
Total contributions received or receivable from employer(s)2014-03-31$0
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$0

Form 5500 Responses for PHIVY INC. PROFIT SHARING PLAN

2022: PHIVY INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: PHIVY INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: PHIVY INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: PHIVY INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: PHIVY INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: PHIVY INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PHIVY INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: PHIVY INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: PHIVY INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: PHIVY INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01First time form 5500 has been submittedYes
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes

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