Civic Intelligence

Phillips Enterprises Inc.

Plan context: Phillips Enterprises Inc. 401K Retirement Plan

EIN 04-2620522 • Northampton, MA • 34 filings • 4 plans

149 Easthampton Road Rt. 10Northampton, MA 01060
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$4,099,540

2024 Contributions

$74,102

Historical Graphs

Total Assets Over Time

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

$4,099,540$2,049,770$0199920132024YearValue
$4,099,540Latest year 2024

Participants Over Time

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

29150199920122024YearValue
16Latest 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
2024116$4,099,540$74,102$4,631iApproximate average salary by contribution assumption: employee only about $115,784 at 4% or $77,190 at 6%; with 50% employer match about $77,190 at 4% or $51,460 at 6%; with 100% employer match about $57,892 at 4% or $38,595 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-16$4,099,540$74,102$4,631iApproximate average salary by contribution assumption: employee only about $115,784 at 4% or $77,190 at 6%; with 50% employer match about $77,190 at 4% or $51,460 at 6%; with 100% employer match about $57,892 at 4% or $38,595 at 6%.
2023113$3,715,508$210,737$16,211iApproximate average salary by contribution assumption: employee only about $405,263 at 4% or $270,176 at 6%; with 50% employer match about $270,176 at 4% or $180,117 at 6%; with 100% employer match about $202,632 at 4% or $135,088 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-13$3,715,508$210,737$16,211iApproximate average salary by contribution assumption: employee only about $405,263 at 4% or $270,176 at 6%; with 50% employer match about $270,176 at 4% or $180,117 at 6%; with 100% employer match about $202,632 at 4% or $135,088 at 6%.
2022112$3,281,161$73,660$6,138iApproximate average salary by contribution assumption: employee only about $153,458 at 4% or $102,306 at 6%; with 50% employer match about $102,306 at 4% or $68,204 at 6%; with 100% employer match about $76,729 at 4% or $51,153 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-12$3,281,161$73,660$6,138iApproximate average salary by contribution assumption: employee only about $153,458 at 4% or $102,306 at 6%; with 50% employer match about $102,306 at 4% or $68,204 at 6%; with 100% employer match about $76,729 at 4% or $51,153 at 6%.
2021114$3,817,969$71,570$5,112iApproximate average salary by contribution assumption: employee only about $127,804 at 4% or $85,202 at 6%; with 50% employer match about $85,202 at 4% or $56,802 at 6%; with 100% employer match about $63,902 at 4% or $42,601 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-14$3,817,969$71,570$5,112iApproximate average salary by contribution assumption: employee only about $127,804 at 4% or $85,202 at 6%; with 50% employer match about $85,202 at 4% or $56,802 at 6%; with 100% employer match about $63,902 at 4% or $42,601 at 6%.
2020115$3,775,595$70,496$4,700iApproximate average salary by contribution assumption: employee only about $117,493 at 4% or $78,329 at 6%; with 50% employer match about $78,329 at 4% or $52,219 at 6%; with 100% employer match about $58,747 at 4% or $39,164 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-15$3,775,595$70,496$4,700iApproximate average salary by contribution assumption: employee only about $117,493 at 4% or $78,329 at 6%; with 50% employer match about $78,329 at 4% or $52,219 at 6%; with 100% employer match about $58,747 at 4% or $39,164 at 6%.
2019114$3,183,652$65,151$4,654iApproximate average salary by contribution assumption: employee only about $116,341 at 4% or $77,561 at 6%; with 50% employer match about $77,561 at 4% or $51,707 at 6%; with 100% employer match about $58,171 at 4% or $38,780 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-14$3,183,652$65,151$4,654iApproximate average salary by contribution assumption: employee only about $116,341 at 4% or $77,561 at 6%; with 50% employer match about $77,561 at 4% or $51,707 at 6%; with 100% employer match about $58,171 at 4% or $38,780 at 6%.
2018115$2,687,495$77,065$5,138iApproximate average salary by contribution assumption: employee only about $128,442 at 4% or $85,628 at 6%; with 50% employer match about $85,628 at 4% or $57,085 at 6%; with 100% employer match about $64,221 at 4% or $42,814 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-15$2,687,495$77,065$5,138iApproximate average salary by contribution assumption: employee only about $128,442 at 4% or $85,628 at 6%; with 50% employer match about $85,628 at 4% or $57,085 at 6%; with 100% employer match about $64,221 at 4% or $42,814 at 6%.
2017121$2,636,240$62,112$2,958iApproximate average salary by contribution assumption: employee only about $73,943 at 4% or $49,295 at 6%; with 50% employer match about $49,295 at 4% or $32,863 at 6%; with 100% employer match about $36,971 at 4% or $24,648 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-21$2,636,240$62,112$2,958iApproximate average salary by contribution assumption: employee only about $73,943 at 4% or $49,295 at 6%; with 50% employer match about $49,295 at 4% or $32,863 at 6%; with 100% employer match about $36,971 at 4% or $24,648 at 6%.
2016119$2,395,629$55,938$2,944iApproximate average salary by contribution assumption: employee only about $73,603 at 4% or $49,068 at 6%; with 50% employer match about $49,068 at 4% or $32,712 at 6%; with 100% employer match about $36,801 at 4% or $24,534 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-19$2,395,629$55,938$2,944iApproximate average salary by contribution assumption: employee only about $73,603 at 4% or $49,068 at 6%; with 50% employer match about $49,068 at 4% or $32,712 at 6%; with 100% employer match about $36,801 at 4% or $24,534 at 6%.
2015121$2,451,398$63,600$3,029iApproximate average salary by contribution assumption: employee only about $75,714 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,651 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-21$2,451,398$63,600$3,029iApproximate average salary by contribution assumption: employee only about $75,714 at 4% or $50,476 at 6%; with 50% employer match about $50,476 at 4% or $33,651 at 6%; with 100% employer match about $37,857 at 4% or $25,238 at 6%.
2014121$2,522,552$72,043$3,431iApproximate average salary by contribution assumption: employee only about $85,765 at 4% or $57,177 at 6%; with 50% employer match about $57,177 at 4% or $38,118 at 6%; with 100% employer match about $42,883 at 4% or $28,588 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-21$2,522,552$72,043$3,431iApproximate average salary by contribution assumption: employee only about $85,765 at 4% or $57,177 at 6%; with 50% employer match about $57,177 at 4% or $38,118 at 6%; with 100% employer match about $42,883 at 4% or $28,588 at 6%.
2013123$2,324,726$63,495$2,761iApproximate average salary by contribution assumption: employee only about $69,016 at 4% or $46,011 at 6%; with 50% employer match about $46,011 at 4% or $30,674 at 6%; with 100% employer match about $34,508 at 4% or $23,005 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-23$2,324,726$63,495$2,761iApproximate average salary by contribution assumption: employee only about $69,016 at 4% or $46,011 at 6%; with 50% employer match about $46,011 at 4% or $30,674 at 6%; with 100% employer match about $34,508 at 4% or $23,005 at 6%.
2012125$2,174,127$68,507$2,740iApproximate average salary by contribution assumption: employee only about $68,507 at 4% or $45,671 at 6%; with 50% employer match about $45,671 at 4% or $30,448 at 6%; with 100% employer match about $34,254 at 4% or $22,836 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-25$2,174,127$68,507$2,740iApproximate average salary by contribution assumption: employee only about $68,507 at 4% or $45,671 at 6%; with 50% employer match about $45,671 at 4% or $30,448 at 6%; with 100% employer match about $34,254 at 4% or $22,836 at 6%.
2011127$2,067,912$70,364$2,606iApproximate average salary by contribution assumption: employee only about $65,152 at 4% or $43,435 at 6%; with 50% employer match about $43,435 at 4% or $28,956 at 6%; with 100% employer match about $32,576 at 4% or $21,717 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-27$2,067,912$70,364$2,606iApproximate average salary by contribution assumption: employee only about $65,152 at 4% or $43,435 at 6%; with 50% employer match about $43,435 at 4% or $28,956 at 6%; with 100% employer match about $32,576 at 4% or $21,717 at 6%.
2010128$2,036,799$56,752$2,027iApproximate average salary by contribution assumption: employee only about $50,671 at 4% or $33,781 at 6%; with 50% employer match about $33,781 at 4% or $22,521 at 6%; with 100% employer match about $25,336 at 4% or $16,890 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-28$2,036,799$56,752$2,027iApproximate average salary by contribution assumption: employee only about $50,671 at 4% or $33,781 at 6%; with 50% employer match about $33,781 at 4% or $22,521 at 6%; with 100% employer match about $25,336 at 4% or $16,890 at 6%.
2009129$1,964,508$55,574$1,916iApproximate average salary by contribution assumption: employee only about $47,909 at 4% or $31,939 at 6%; with 50% employer match about $31,939 at 4% or $21,293 at 6%; with 100% employer match about $23,954 at 4% or $15,970 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-29$1,964,508$55,574$1,916iApproximate average salary by contribution assumption: employee only about $47,909 at 4% or $31,939 at 6%; with 50% employer match about $31,939 at 4% or $21,293 at 6%; with 100% employer match about $23,954 at 4% or $15,970 at 6%.
2008118$1,651,215$62,643$3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,003 at 6%; with 50% employer match about $58,003 at 4% or $38,669 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-18$1,651,215$62,643$3,480iApproximate average salary by contribution assumption: employee only about $87,004 at 4% or $58,003 at 6%; with 50% employer match about $58,003 at 4% or $38,669 at 6%; with 100% employer match about $43,502 at 4% or $29,001 at 6%.
2007117$0$0-
Phillips Enterprises Inc. 401K Retirement Plan-17---
2006119$2,043,804$110,756$5,829iApproximate average salary by contribution assumption: employee only about $145,732 at 4% or $97,154 at 6%; with 50% employer match about $97,154 at 4% or $64,770 at 6%; with 100% employer match about $72,866 at 4% or $48,577 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-19$2,043,804$110,756$5,829iApproximate average salary by contribution assumption: employee only about $145,732 at 4% or $97,154 at 6%; with 50% employer match about $97,154 at 4% or $64,770 at 6%; with 100% employer match about $72,866 at 4% or $48,577 at 6%.
2005218$1,838,738$106,622$5,923iApproximate average salary by contribution assumption: employee only about $148,086 at 4% or $98,724 at 6%; with 50% employer match about $98,724 at 4% or $65,816 at 6%; with 100% employer match about $74,043 at 4% or $49,362 at 6%.
Phillips Enterprises Inc. Target Pension Plan-18$1,599,172$73,395$4,078iApproximate average salary by contribution assumption: employee only about $101,938 at 4% or $67,958 at 6%; with 50% employer match about $67,958 at 4% or $45,306 at 6%; with 100% employer match about $50,969 at 4% or $33,979 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-18$239,566$33,227$1,846iApproximate average salary by contribution assumption: employee only about $46,149 at 4% or $30,766 at 6%; with 50% employer match about $30,766 at 4% or $20,510 at 6%; with 100% employer match about $23,074 at 4% or $15,383 at 6%.
2004222$1,879,324$122,964$5,589iApproximate average salary by contribution assumption: employee only about $139,732 at 4% or $93,155 at 6%; with 50% employer match about $93,155 at 4% or $62,103 at 6%; with 100% employer match about $69,866 at 4% or $46,577 at 6%.
Phillips Enterprises Inc. Target Pension Plan-21$1,685,682$94,127$4,482iApproximate average salary by contribution assumption: employee only about $112,056 at 4% or $74,704 at 6%; with 50% employer match about $74,704 at 4% or $49,803 at 6%; with 100% employer match about $56,028 at 4% or $37,352 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-22$193,642$28,837$1,311iApproximate average salary by contribution assumption: employee only about $32,769 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,385 at 4% or $10,923 at 6%.
2003217$1,695,468$139,081$8,181iApproximate average salary by contribution assumption: employee only about $204,531 at 4% or $136,354 at 6%; with 50% employer match about $136,354 at 4% or $90,903 at 6%; with 100% employer match about $102,265 at 4% or $68,177 at 6%.
Phillips Enterprises Inc. Target Pension Plan-15$1,527,742$87,171$5,811iApproximate average salary by contribution assumption: employee only about $145,285 at 4% or $96,857 at 6%; with 50% employer match about $96,857 at 4% or $64,571 at 6%; with 100% employer match about $72,643 at 4% or $48,428 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-17$167,726$51,910$3,054iApproximate average salary by contribution assumption: employee only about $76,338 at 4% or $50,892 at 6%; with 50% employer match about $50,892 at 4% or $33,928 at 6%; with 100% employer match about $38,169 at 4% or $25,446 at 6%.
2002217$1,193,061$50,059$2,945iApproximate average salary by contribution assumption: employee only about $73,616 at 4% or $49,077 at 6%; with 50% employer match about $49,077 at 4% or $32,718 at 6%; with 100% employer match about $36,808 at 4% or $24,539 at 6%.
Phillips Enterprises Inc. Target Pension Plan-17$1,193,061$50,059$2,945iApproximate average salary by contribution assumption: employee only about $73,616 at 4% or $49,077 at 6%; with 50% employer match about $49,077 at 4% or $32,718 at 6%; with 100% employer match about $36,808 at 4% or $24,539 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-15---
2001315$0$0-
PAYCHEX SECTION 125 PLAN-11---
Phillips Enterprises Inc. 401K Retirement Plan-15---
Phillips Enterprises Inc. Target Pension Plan-15---
2000218$102,910$31,866$1,770iApproximate average salary by contribution assumption: employee only about $44,258 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,670 at 6%; with 100% employer match about $22,129 at 4% or $14,753 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-18$102,910$31,866$1,770iApproximate average salary by contribution assumption: employee only about $44,258 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,670 at 6%; with 100% employer match about $22,129 at 4% or $14,753 at 6%.
Phillips Enterprises Inc. Target Pension Plan-18---
1999218$1,260,846$93,956$5,220iApproximate average salary by contribution assumption: employee only about $130,494 at 4% or $86,996 at 6%; with 50% employer match about $86,996 at 4% or $57,998 at 6%; with 100% employer match about $65,247 at 4% or $43,498 at 6%.
Phillips Enterprises Inc. Target Pension Plan-18$1,157,870$54,973$3,054iApproximate average salary by contribution assumption: employee only about $76,351 at 4% or $50,901 at 6%; with 50% employer match about $50,901 at 4% or $33,934 at 6%; with 100% employer match about $38,176 at 4% or $25,450 at 6%.
Phillips Enterprises Inc. 401K Retirement Plan-16$102,976$38,983$2,436iApproximate average salary by contribution assumption: employee only about $60,911 at 4% or $40,607 at 6%; with 50% employer match about $40,607 at 4% or $27,072 at 6%; with 100% employer match about $30,455 at 4% or $20,304 at 6%.