Plan Snapshot
- Plan Sponsor: Phe, INC.
- Sponsor EIN: 204227849
- Sponsor Address: 10207 NI RIVER DR, SPOTSYLVANIA, VA, 22553
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $756,251
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $756,251 | $7,111 | $51,423 |
| 2023 | 2 | $782,697 | $8,256 | $60,423 |
| 2022 | 4 | $632,296 | $8,834 | $52,669 |
| 2020 | 4 | $568,711 | $8,409 | $43,805 |
| 2019 | 4 | $524,894 | $9,213 | $28,584 |