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Filing

Phoenix Developers LLC Employees Profit Sharing Plan and Trust

Phoenix Developers LLC • EIN 36-4229209 • Plan year 2004

Company ProfileSource Archive
Filing Insights

Participants

Down

24 → 12

-12 • -50.00%

Assets

Up

$2,520,270 → $2,598,194

$77,924 • 3.09%

Investment Management Fee

-

Admin expenses - • Total expenses $79,716

Filing Details

Context
Net investment result
$77,574
Pension payor EIN
36-4242839

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

Yes

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-0---
201715$4,094,318$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$4,094,318--
201615$4,122,055$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$4,122,055--
201515$4,098,630$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$4,098,630--
201415$3,624,187$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$3,624,187--
201315$3,564,039$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$3,564,039--
201215$3,553,962$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$3,553,962--
201115$3,406,081$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-5$3,406,081--
200817$3,008,823$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-7$3,008,823--
200717$3,068,288$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-7$3,068,288--
200618$2,971,710$0-
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-8$2,971,710--
2005110$2,796,745$77,792$7,779iApproximate average salary by contribution assumption: employee only about $194,480 at 4% or $129,653 at 6%; with 50% employer match about $129,653 at 4% or $86,436 at 6%; with 100% employer match about $97,240 at 4% or $64,827 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-10$2,796,745$77,792$7,779iApproximate average salary by contribution assumption: employee only about $194,480 at 4% or $129,653 at 6%; with 50% employer match about $129,653 at 4% or $86,436 at 6%; with 100% employer match about $97,240 at 4% or $64,827 at 6%.
2004112$2,598,194$72,227$6,019iApproximate average salary by contribution assumption: employee only about $150,473 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,877 at 6%; with 100% employer match about $75,236 at 4% or $50,158 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and TrustCurrent12$2,598,194$72,227$6,019iApproximate average salary by contribution assumption: employee only about $150,473 at 4% or $100,315 at 6%; with 50% employer match about $100,315 at 4% or $66,877 at 6%; with 100% employer match about $75,236 at 4% or $50,158 at 6%.
2003117$2,520,270$91,397$5,376iApproximate average salary by contribution assumption: employee only about $134,407 at 4% or $89,605 at 6%; with 50% employer match about $89,605 at 4% or $59,737 at 6%; with 100% employer match about $67,204 at 4% or $44,802 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-17$2,520,270$91,397$5,376iApproximate average salary by contribution assumption: employee only about $134,407 at 4% or $89,605 at 6%; with 50% employer match about $89,605 at 4% or $59,737 at 6%; with 100% employer match about $67,204 at 4% or $44,802 at 6%.
2002117$2,340,585$91,898$5,406iApproximate average salary by contribution assumption: employee only about $135,144 at 4% or $90,096 at 6%; with 50% employer match about $90,096 at 4% or $60,064 at 6%; with 100% employer match about $67,572 at 4% or $45,048 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-17$2,340,585$91,898$5,406iApproximate average salary by contribution assumption: employee only about $135,144 at 4% or $90,096 at 6%; with 50% employer match about $90,096 at 4% or $60,064 at 6%; with 100% employer match about $67,572 at 4% or $45,048 at 6%.
2001115$1,756,433$51,042$3,403iApproximate average salary by contribution assumption: employee only about $85,070 at 4% or $56,713 at 6%; with 50% employer match about $56,713 at 4% or $37,809 at 6%; with 100% employer match about $42,535 at 4% or $28,357 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-15$1,756,433$51,042$3,403iApproximate average salary by contribution assumption: employee only about $85,070 at 4% or $56,713 at 6%; with 50% employer match about $56,713 at 4% or $37,809 at 6%; with 100% employer match about $42,535 at 4% or $28,357 at 6%.
2000111$1,968,001$49,564$4,506iApproximate average salary by contribution assumption: employee only about $112,645 at 4% or $75,097 at 6%; with 50% employer match about $75,097 at 4% or $50,065 at 6%; with 100% employer match about $56,323 at 4% or $37,548 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-11$1,968,001$49,564$4,506iApproximate average salary by contribution assumption: employee only about $112,645 at 4% or $75,097 at 6%; with 50% employer match about $75,097 at 4% or $50,065 at 6%; with 100% employer match about $56,323 at 4% or $37,548 at 6%.
1999113$1,022,295$58,521$4,502iApproximate average salary by contribution assumption: employee only about $112,540 at 4% or $75,027 at 6%; with 50% employer match about $75,027 at 4% or $50,018 at 6%; with 100% employer match about $56,270 at 4% or $37,513 at 6%.
Phoenix Developers LLC Employees Profit Sharing Plan and Trust-13$1,022,295$58,521$4,502iApproximate average salary by contribution assumption: employee only about $112,540 at 4% or $75,027 at 6%; with 50% employer match about $75,027 at 4% or $50,018 at 6%; with 100% employer match about $56,270 at 4% or $37,513 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$2,598,194$77,924 change

Balance Sheet

Beginning and end of plan year.

Total assets$2,520,270$2,598,194Increase +$77,924 (3.09%)
Total liabilities$0$350Increase +$350
Net assets$2,520,270$2,597,844Increase +$77,574 (3.08%)

Contributions

Employer contributions$72,227
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$157,290
Total expenses$79,716
Net income$77,574
Source fields
Schedule I source fields
Filing Id
84037215021065
Schedule I EIN
36-4229209
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$2,520,270
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$2,520,270
Small plan total assets at end of year
$2,598,194
Small plan total liabilities at end of year
$350
Small plan net assets at end of year
$2,597,844
Small plan employer contributions
$72,227
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$85,063
Small plan total income
$157,290
Small plan total benefit distributions
$62,571
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$17,145
Small plan total expenses
$79,716
Small plan net income or loss
$77,574
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
1
Small Investment Real Est End of year A
800000
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$975,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
Yes
Small Asset Undeterm Valuation Amount
$800,000
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
Yes
Small 20 Percent Sngl Investment Amount
$800,000
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN36-4242839

Transfers

Distributed property value$0
Schedule R source fields
Payor 36-4242839
Filing Id
84037215021065
Schedule R EIN
36-4229209
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2004-01-01
Schedule R Tax Period
20041231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
36-4242839
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0