Phoenix Realty And Trust Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Phoenix Realty And Trust Company
  • Sponsor EIN: 860261804
  • Sponsor Address: PO BOX 87420, PHOENIX, AZ, 850807420
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $277,809

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$277,809$5,000$0
20231$236,957$5,000$0
20221$197,022$5,000$0

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