Plan Snapshot
- Plan Sponsor: Phoenix Process Equipment Co.
- Sponsor EIN: 592365497
- Sponsor Address: 2402 WATTERSON TRAIL, LOUISVILLE, KY, 40299
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 59
- Total Assets: $11.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 59 | $11.0M | $0 | $0 |
| 2024 | 47 | $9.0M | $66,902 | $419,819 |
| 2023 | 49 | $7.6M | $62,287 | $405,261 |
| 2022 | 46 | $6.3M | $65,218 | $369,222 |