American Phoenix, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: American Phoenix, INC. (EIN 391761001)
  • Plan Type: 401(k)
  • Total Participants: 308
  • Total Assets: $7.6M
  • Sponsor State: WI

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024308$7.6M$83,786$838,773
2023370$7.0M$310,861$980,592
2022388$5.5M$259,991$870,075

Service Providers

  • UHY LLP — Accountant / Independent Qualified Public Accountant

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