Phoenix Inc.
Plan context: Phoenix Inc. 401 K Profit Sharing Plan
EIN 04-2543569 • Seekonk, MA • 19 filings • 8 plans
Current Snapshot
Latest Year
2016
2016 Participants
5
2016 Assets
$8
2016 Contributions
$44,088
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2015 | 1 | 5 | $8 | $44,088 | $8,818iApproximate average salary by contribution assumption: employee only about $220,440 at 4% or $146,960 at 6%; with 50% employer match about $146,960 at 4% or $97,973 at 6%; with 100% employer match about $110,220 at 4% or $73,480 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 5 | $8 | $44,088 | $8,818iApproximate average salary by contribution assumption: employee only about $220,440 at 4% or $146,960 at 6%; with 50% employer match about $146,960 at 4% or $97,973 at 6%; with 100% employer match about $110,220 at 4% or $73,480 at 6%. |
| 2014 | 1 | 42 | $1,479,536 | $72,046 | $1,715iApproximate average salary by contribution assumption: employee only about $42,885 at 4% or $28,590 at 6%; with 50% employer match about $28,590 at 4% or $19,060 at 6%; with 100% employer match about $21,442 at 4% or $14,295 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 42 | $1,479,536 | $72,046 | $1,715iApproximate average salary by contribution assumption: employee only about $42,885 at 4% or $28,590 at 6%; with 50% employer match about $28,590 at 4% or $19,060 at 6%; with 100% employer match about $21,442 at 4% or $14,295 at 6%. |
| 2013 | 1 | 37 | $1,599,792 | $90,462 | $2,445iApproximate average salary by contribution assumption: employee only about $61,123 at 4% or $40,749 at 6%; with 50% employer match about $40,749 at 4% or $27,166 at 6%; with 100% employer match about $30,561 at 4% or $20,374 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 37 | $1,599,792 | $90,462 | $2,445iApproximate average salary by contribution assumption: employee only about $61,123 at 4% or $40,749 at 6%; with 50% employer match about $40,749 at 4% or $27,166 at 6%; with 100% employer match about $30,561 at 4% or $20,374 at 6%. |
| 2012 | 1 | 40 | $1,310,962 | $78,170 | $1,954iApproximate average salary by contribution assumption: employee only about $48,856 at 4% or $32,571 at 6%; with 50% employer match about $32,571 at 4% or $21,714 at 6%; with 100% employer match about $24,428 at 4% or $16,285 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 40 | $1,310,962 | $78,170 | $1,954iApproximate average salary by contribution assumption: employee only about $48,856 at 4% or $32,571 at 6%; with 50% employer match about $32,571 at 4% or $21,714 at 6%; with 100% employer match about $24,428 at 4% or $16,285 at 6%. |
| 2011 | 1 | 27 | $1,079,690 | $77,149 | $2,857iApproximate average salary by contribution assumption: employee only about $71,434 at 4% or $47,623 at 6%; with 50% employer match about $47,623 at 4% or $31,749 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 27 | $1,079,690 | $77,149 | $2,857iApproximate average salary by contribution assumption: employee only about $71,434 at 4% or $47,623 at 6%; with 50% employer match about $47,623 at 4% or $31,749 at 6%; with 100% employer match about $35,717 at 4% or $23,811 at 6%. |
| 2010 | 1 | 35 | $1,148,457 | $104,176 | $2,976iApproximate average salary by contribution assumption: employee only about $74,411 at 4% or $49,608 at 6%; with 50% employer match about $49,608 at 4% or $33,072 at 6%; with 100% employer match about $37,206 at 4% or $24,804 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 35 | $1,148,457 | $104,176 | $2,976iApproximate average salary by contribution assumption: employee only about $74,411 at 4% or $49,608 at 6%; with 50% employer match about $49,608 at 4% or $33,072 at 6%; with 100% employer match about $37,206 at 4% or $24,804 at 6%. |
| 2009 | 1 | 44 | $990,991 | $21,108 | $480iApproximate average salary by contribution assumption: employee only about $11,993 at 4% or $7,995 at 6%; with 50% employer match about $7,995 at 4% or $5,330 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 44 | $990,991 | $21,108 | $480iApproximate average salary by contribution assumption: employee only about $11,993 at 4% or $7,995 at 6%; with 50% employer match about $7,995 at 4% or $5,330 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%. |
| 2008 | 1 | 44 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 44 | - | - | - |
| 2007 | 1 | 44 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 44 | - | - | - |
| 2006 | 1 | 28 | $883,546 | $94,068 | $3,360iApproximate average salary by contribution assumption: employee only about $83,989 at 4% or $55,993 at 6%; with 50% employer match about $55,993 at 4% or $37,329 at 6%; with 100% employer match about $41,995 at 4% or $27,996 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 28 | $883,546 | $94,068 | $3,360iApproximate average salary by contribution assumption: employee only about $83,989 at 4% or $55,993 at 6%; with 50% employer match about $55,993 at 4% or $37,329 at 6%; with 100% employer match about $41,995 at 4% or $27,996 at 6%. |
| 2005 | 1 | 28 | $681,833 | $71,268 | $2,545iApproximate average salary by contribution assumption: employee only about $63,632 at 4% or $42,421 at 6%; with 50% employer match about $42,421 at 4% or $28,281 at 6%; with 100% employer match about $31,816 at 4% or $21,211 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 28 | $681,833 | $71,268 | $2,545iApproximate average salary by contribution assumption: employee only about $63,632 at 4% or $42,421 at 6%; with 50% employer match about $42,421 at 4% or $28,281 at 6%; with 100% employer match about $31,816 at 4% or $21,211 at 6%. |
| 2004 | 1 | 21 | $534,767 | $65,703 | $3,129iApproximate average salary by contribution assumption: employee only about $78,218 at 4% or $52,145 at 6%; with 50% employer match about $52,145 at 4% or $34,763 at 6%; with 100% employer match about $39,109 at 4% or $26,073 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 21 | $534,767 | $65,703 | $3,129iApproximate average salary by contribution assumption: employee only about $78,218 at 4% or $52,145 at 6%; with 50% employer match about $52,145 at 4% or $34,763 at 6%; with 100% employer match about $39,109 at 4% or $26,073 at 6%. |
| 2003 | 1 | 22 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 22 | - | - | - |
| 2002 | 1 | 25 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 25 | - | - | - |
| 2001 | 1 | 24 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 24 | - | - | - |
| 2000 | 1 | 24 | $0 | $0 | - |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 24 | - | - | - |
| 1999 | 2 | 26 | $679,900 | $117,835 | $4,532iApproximate average salary by contribution assumption: employee only about $113,303 at 4% or $75,535 at 6%; with 50% employer match about $75,535 at 4% or $50,357 at 6%; with 100% employer match about $56,651 at 4% or $37,768 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 25 | $399,538 | $66,218 | $2,649iApproximate average salary by contribution assumption: employee only about $66,218 at 4% or $44,145 at 6%; with 50% employer match about $44,145 at 4% or $29,430 at 6%; with 100% employer match about $33,109 at 4% or $22,073 at 6%. |
| Phoenix Inc. 401 K Profit Sharing Plan | - | 26 | $280,362 | $51,617 | $1,985iApproximate average salary by contribution assumption: employee only about $49,632 at 4% or $33,088 at 6%; with 50% employer match about $33,088 at 4% or $22,059 at 6%; with 100% employer match about $24,816 at 4% or $16,544 at 6%. |