Phoenix Energy, INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Phoenix Energy, INC
  • Sponsor EIN: 421526424
  • Sponsor Address: PO BOX 2437, FAIRFIELD, IA, 52556
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $646,432

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$646,432$0$0
20222$585,128$0$0

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