Phx Minerals INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Phx Minerals INC.
  • Sponsor EIN: 731055775
  • Sponsor Address: 1601 NW EXPRESSWAY, OKLAHOMA CITY, OK, 731181463
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202419$2.1M$137,978$212,318
202320$1.7M$145,634$204,470
202222$1.9M$91,089$155,278

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