Phoenix Builders, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Phoenix Builders, Ltd.
  • Sponsor EIN: 363236154
  • Sponsor Address: 1558 TODD FARM DRIVE, ELGIN, IL, 60123
  • Plan Type: 401(k)
  • Total Participants: 22
  • Total Assets: $3.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202322$3.9M$36,596$164,611
202244$5.2M$37,659$175,355

Similar Plans