Phoenix Technologies, Ltd. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Phoenix Technologies, Ltd. 401(k) Plan Facts (plan year 2020)

Plan name
PHOENIX EMPLOYEES RETIREMENT TRUST
Plan type
401(k) with employer contributions
Plan sponsor
PHOENIX TECHNOLOGIES, LTD.
Participants
217 (35 active employees)
Former employees with a balance
182
Plan assets
$28,357,053 at Dec 31, 2020
Average account balance
$133,760 across 212 accounts
Employer contributions
$112,696 in plan year 2020 (16% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Oct 1, 1983
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 8, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $696,007 went into the plan in contributions, $112,696 of it from the employer (16%).
  • $1.63 million was paid out to participants.
  • Investment and other income added $4.58 million.
  • Administrative expenses were $124,248, about $586 per account.

How the Phoenix Technologies, Ltd. 401(k) changed, 2015–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015288$19.8 million$91,884$2.15 million
2016122$20.0 million$100,955$1.70 million
2017252$23.1 million$76,049$1.12 million
2018230$20.7 million$89,644$1.59 million
2019220$24.8 million$93,480$1.06 million
2020217$28.4 million$112,696$1.63 million

Phoenix Technologies, Ltd. 401(k) Contact Information

Phone
408-570-1000
Mailing address
15266 NW GREENBRIER PARKWAY, BEAVERTON OR 97006
Plan sponsor
PHOENIX TECHNOLOGIES, LTD.
Employer identification number (EIN)
04-2685985
Plan number
001

Questions about the Phoenix Technologies, Ltd. 401(k)

Is the Phoenix Technologies, Ltd 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does Phoenix Technologies, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2020 the employer contributed $112,696, 16% of all contributions.

Does the Phoenix Technologies, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Phoenix Technologies, Ltd 401(k) plan?

217 participants at the start of plan year 2020, 35 of them active employees, and 182 former employees who still had money in the plan.

What is the average 401(k) balance at Phoenix Technologies, Ltd?

About $133,760 per account: $28.4 million in plan assets across 212 accounts with a balance at the end of plan year 2020.

Who manages the Phoenix Technologies, Ltd 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

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