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| Plan Name | PHOENIX V LLC 401(K) RETIREMENT SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHOENIX V LLC DBA BEI HAWAII |
| Employer identification number (EIN): | 990358577 |
| NAIC Classification: | 424910 |
| NAIC Description: | Farm Supplies Merchant Wholesalers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARC C. TILKER | 2024-10-09 | FRANCIS LEE | 2024-10-09 |
| 001 | 2022-01-01 | MEGUMI SAKAE | 2023-07-17 | FRANCIS LEE | 2023-06-09 |
| 001 | 2021-01-01 | MARC C. TILKER | 2022-08-26 | FRANCIS LEE | 2022-08-25 |
| 001 | 2020-01-01 | MARC TILKER | 2021-10-12 | FRANCIS LEE | 2021-09-29 |
| 001 | 2018-01-01 | CHERYL UYEHARA | 2019-10-10 | ||
| 001 | 2017-01-01 | MARC TILKER | 2018-10-10 | ||
| 001 | 2016-01-01 | DAWN IBARA | 2017-07-27 | ||
| 001 | 2015-01-01 | DAWN IBARA | 2016-10-03 | ||
| 001 | 2014-01-01 | DAWN IBARA | 2015-06-10 | ||
| 001 | 2013-01-01 | DAWN IBARA | 2014-06-24 | ||
| 001 | 2012-01-01 | DAWN IBARA | 2013-06-27 | ||
| 001 | 2011-01-01 | TARA YOUNG | 2012-07-19 | MARLENE ADAMS CHAVES | 2012-07-19 |
| 001 | 2010-01-01 | TARA YOUNG | 2011-07-26 | MARLENE ADAMS CHAVES | 2011-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2024: PHOENIX V LLC 401(K) RETIREMENT SAVINGS PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-09 | 77 |
| Total number of particpants at end of year | 2024-10-09 | 85 |
| Number of Participants With Account Balances | 2024-10-09 | 84 |
| Measure | Date | Value |
|---|---|---|
| 2024 : PHOENIX V LLC 401(K) RETIREMENT SAVINGS PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-09 | 407029 |
| Net assets as of the end of the plan year | 2024-10-09 | 13701484 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 11978499 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 215493 |
| Value of participant loans at end of plan year | 2024-10-09 | 52394 |
| Other income to plan in this plan year | 2024-10-09 | 1838805 |
| Plan net income in this plan year | 2024-10-09 | 1722985 |
| Net assets as of the end of the plan year | 2024-10-09 | 13701484 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 11978499 |
| Employer contributions to plan in this plan year | 2024-10-09 | 75716 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 550 |
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