Civic Intelligence

Hoefle Phoenix Gormley Roberts, P.A.

Plan context: Hoefle Phoenix Gormley Roberts Profit Sharing Plan

EIN 02-0435498 • Portsmouth, NH • 23 filings • 9 plans

127 Parrott AvenuePortsmouth, NH 03801
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,203,437

2024 Contributions

$396,516

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,000,615$2,500,308$0200220142024YearValue
$2,203,437Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25130200220132024YearValue
21Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024121$2,203,437$396,516$18,882iApproximate average salary by contribution assumption: employee only about $472,043 at 4% or $314,695 at 6%; with 50% employer match about $314,695 at 4% or $209,797 at 6%; with 100% employer match about $236,021 at 4% or $157,348 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-21$2,203,437$396,516$18,882iApproximate average salary by contribution assumption: employee only about $472,043 at 4% or $314,695 at 6%; with 50% employer match about $314,695 at 4% or $209,797 at 6%; with 100% employer match about $236,021 at 4% or $157,348 at 6%.
2023124$3,308,795$229,240$9,552iApproximate average salary by contribution assumption: employee only about $238,792 at 4% or $159,194 at 6%; with 50% employer match about $159,194 at 4% or $106,130 at 6%; with 100% employer match about $119,396 at 4% or $79,597 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-24$3,308,795$229,240$9,552iApproximate average salary by contribution assumption: employee only about $238,792 at 4% or $159,194 at 6%; with 50% employer match about $159,194 at 4% or $106,130 at 6%; with 100% employer match about $119,396 at 4% or $79,597 at 6%.
2022125$2,862,539$352,980$14,119iApproximate average salary by contribution assumption: employee only about $352,980 at 4% or $235,320 at 6%; with 50% employer match about $235,320 at 4% or $156,880 at 6%; with 100% employer match about $176,490 at 4% or $117,660 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-25$2,862,539$352,980$14,119iApproximate average salary by contribution assumption: employee only about $352,980 at 4% or $235,320 at 6%; with 50% employer match about $235,320 at 4% or $156,880 at 6%; with 100% employer match about $176,490 at 4% or $117,660 at 6%.
2021123$5,000,615$605,367$26,320iApproximate average salary by contribution assumption: employee only about $658,008 at 4% or $438,672 at 6%; with 50% employer match about $438,672 at 4% or $292,448 at 6%; with 100% employer match about $329,004 at 4% or $219,336 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-23$5,000,615$605,367$26,320iApproximate average salary by contribution assumption: employee only about $658,008 at 4% or $438,672 at 6%; with 50% employer match about $438,672 at 4% or $292,448 at 6%; with 100% employer match about $329,004 at 4% or $219,336 at 6%.
2020123$3,945,438$300,929$13,084iApproximate average salary by contribution assumption: employee only about $327,097 at 4% or $218,064 at 6%; with 50% employer match about $218,064 at 4% or $145,376 at 6%; with 100% employer match about $163,548 at 4% or $109,032 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-23$3,945,438$300,929$13,084iApproximate average salary by contribution assumption: employee only about $327,097 at 4% or $218,064 at 6%; with 50% employer match about $218,064 at 4% or $145,376 at 6%; with 100% employer match about $163,548 at 4% or $109,032 at 6%.
2019121$3,425,980$320,961$15,284iApproximate average salary by contribution assumption: employee only about $382,096 at 4% or $254,731 at 6%; with 50% employer match about $254,731 at 4% or $169,821 at 6%; with 100% employer match about $191,048 at 4% or $127,365 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-21$3,425,980$320,961$15,284iApproximate average salary by contribution assumption: employee only about $382,096 at 4% or $254,731 at 6%; with 50% employer match about $254,731 at 4% or $169,821 at 6%; with 100% employer match about $191,048 at 4% or $127,365 at 6%.
2018120$2,676,400$286,779$14,339iApproximate average salary by contribution assumption: employee only about $358,474 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,237 at 4% or $119,491 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-20$2,676,400$286,779$14,339iApproximate average salary by contribution assumption: employee only about $358,474 at 4% or $238,983 at 6%; with 50% employer match about $238,983 at 4% or $159,322 at 6%; with 100% employer match about $179,237 at 4% or $119,491 at 6%.
2017118$2,822,524$278,506$15,473iApproximate average salary by contribution assumption: employee only about $386,814 at 4% or $257,876 at 6%; with 50% employer match about $257,876 at 4% or $171,917 at 6%; with 100% employer match about $193,407 at 4% or $128,938 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-18$2,822,524$278,506$15,473iApproximate average salary by contribution assumption: employee only about $386,814 at 4% or $257,876 at 6%; with 50% employer match about $257,876 at 4% or $171,917 at 6%; with 100% employer match about $193,407 at 4% or $128,938 at 6%.
2016118$2,288,843$257,793$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,131 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-18$2,288,843$257,793$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,131 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
2015116$2,093,393$179,425$11,214iApproximate average salary by contribution assumption: employee only about $280,352 at 4% or $186,901 at 6%; with 50% employer match about $186,901 at 4% or $124,601 at 6%; with 100% employer match about $140,176 at 4% or $93,451 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-16$2,093,393$179,425$11,214iApproximate average salary by contribution assumption: employee only about $280,352 at 4% or $186,901 at 6%; with 50% employer match about $186,901 at 4% or $124,601 at 6%; with 100% employer match about $140,176 at 4% or $93,451 at 6%.
2014116$2,630,864$172,855$10,803iApproximate average salary by contribution assumption: employee only about $270,086 at 4% or $180,057 at 6%; with 50% employer match about $180,057 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,029 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-16$2,630,864$172,855$10,803iApproximate average salary by contribution assumption: employee only about $270,086 at 4% or $180,057 at 6%; with 50% employer match about $180,057 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,029 at 6%.
2013118$2,380,608$328,288$18,238iApproximate average salary by contribution assumption: employee only about $455,956 at 4% or $303,970 at 6%; with 50% employer match about $303,970 at 4% or $202,647 at 6%; with 100% employer match about $227,978 at 4% or $151,985 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-18$2,380,608$328,288$18,238iApproximate average salary by contribution assumption: employee only about $455,956 at 4% or $303,970 at 6%; with 50% employer match about $303,970 at 4% or $202,647 at 6%; with 100% employer match about $227,978 at 4% or $151,985 at 6%.
2012116$1,886,151$194,540$12,159iApproximate average salary by contribution assumption: employee only about $303,969 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,097 at 6%; with 100% employer match about $151,984 at 4% or $101,323 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-16$1,886,151$194,540$12,159iApproximate average salary by contribution assumption: employee only about $303,969 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,097 at 6%; with 100% employer match about $151,984 at 4% or $101,323 at 6%.
2011115$1,548,789$167,942$11,196iApproximate average salary by contribution assumption: employee only about $279,903 at 4% or $186,602 at 6%; with 50% employer match about $186,602 at 4% or $124,401 at 6%; with 100% employer match about $139,952 at 4% or $93,301 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-15$1,548,789$167,942$11,196iApproximate average salary by contribution assumption: employee only about $279,903 at 4% or $186,602 at 6%; with 50% employer match about $186,602 at 4% or $124,401 at 6%; with 100% employer match about $139,952 at 4% or $93,301 at 6%.
2010113$1,427,954$185,843$14,296iApproximate average salary by contribution assumption: employee only about $357,390 at 4% or $238,260 at 6%; with 50% employer match about $238,260 at 4% or $158,840 at 6%; with 100% employer match about $178,695 at 4% or $119,130 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-13$1,427,954$185,843$14,296iApproximate average salary by contribution assumption: employee only about $357,390 at 4% or $238,260 at 6%; with 50% employer match about $238,260 at 4% or $158,840 at 6%; with 100% employer match about $178,695 at 4% or $119,130 at 6%.
2009117$1,162,883$199,879$11,758iApproximate average salary by contribution assumption: employee only about $293,940 at 4% or $195,960 at 6%; with 50% employer match about $195,960 at 4% or $130,640 at 6%; with 100% employer match about $146,970 at 4% or $97,980 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-17$1,162,883$199,879$11,758iApproximate average salary by contribution assumption: employee only about $293,940 at 4% or $195,960 at 6%; with 50% employer match about $195,960 at 4% or $130,640 at 6%; with 100% employer match about $146,970 at 4% or $97,980 at 6%.
2008118$779,987$134,291$7,461iApproximate average salary by contribution assumption: employee only about $186,515 at 4% or $124,344 at 6%; with 50% employer match about $124,344 at 4% or $82,896 at 6%; with 100% employer match about $93,258 at 4% or $62,172 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-18$779,987$134,291$7,461iApproximate average salary by contribution assumption: employee only about $186,515 at 4% or $124,344 at 6%; with 50% employer match about $124,344 at 4% or $82,896 at 6%; with 100% employer match about $93,258 at 4% or $62,172 at 6%.
2007111$966,209$156,160$14,196iApproximate average salary by contribution assumption: employee only about $354,909 at 4% or $236,606 at 6%; with 50% employer match about $236,606 at 4% or $157,737 at 6%; with 100% employer match about $177,455 at 4% or $118,303 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-11$966,209$156,160$14,196iApproximate average salary by contribution assumption: employee only about $354,909 at 4% or $236,606 at 6%; with 50% employer match about $236,606 at 4% or $157,737 at 6%; with 100% employer match about $177,455 at 4% or $118,303 at 6%.
2006112$836,896$113,340$9,445iApproximate average salary by contribution assumption: employee only about $236,125 at 4% or $157,417 at 6%; with 50% employer match about $157,417 at 4% or $104,944 at 6%; with 100% employer match about $118,063 at 4% or $78,708 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-12$836,896$113,340$9,445iApproximate average salary by contribution assumption: employee only about $236,125 at 4% or $157,417 at 6%; with 50% employer match about $157,417 at 4% or $104,944 at 6%; with 100% employer match about $118,063 at 4% or $78,708 at 6%.
2005114$642,427$247,181$17,656iApproximate average salary by contribution assumption: employee only about $441,395 at 4% or $294,263 at 6%; with 50% employer match about $294,263 at 4% or $196,175 at 6%; with 100% employer match about $220,697 at 4% or $147,132 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-14$642,427$247,181$17,656iApproximate average salary by contribution assumption: employee only about $441,395 at 4% or $294,263 at 6%; with 50% employer match about $294,263 at 4% or $196,175 at 6%; with 100% employer match about $220,697 at 4% or $147,132 at 6%.
2004113$0$0-
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-13---
2003111$253,030$109,269$9,934iApproximate average salary by contribution assumption: employee only about $248,339 at 4% or $165,559 at 6%; with 50% employer match about $165,559 at 4% or $110,373 at 6%; with 100% employer match about $124,169 at 4% or $82,780 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-11$253,030$109,269$9,934iApproximate average salary by contribution assumption: employee only about $248,339 at 4% or $165,559 at 6%; with 50% employer match about $165,559 at 4% or $110,373 at 6%; with 100% employer match about $124,169 at 4% or $82,780 at 6%.
200218$110,219$113,008$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.
Hoefle Phoenix Gormley Roberts Profit Sharing Plan-8$110,219$113,008$14,126iApproximate average salary by contribution assumption: employee only about $353,150 at 4% or $235,433 at 6%; with 50% employer match about $235,433 at 4% or $156,956 at 6%; with 100% employer match about $176,575 at 4% or $117,717 at 6%.