Civic Intelligence

Phoenix Technologies Ltd.

Plan context: Phoenix Employees Retirement Trust

EIN 04-2685985 • Milpitas, CA • 34 filings • 5 plans

915 Murphy Ranch Rd.Milpitas, CA 95035
Current Snapshot

Latest Year

2020

2020 Participants

35

2020 Assets

$28,357,053

2020 Contributions

$696,007

Historical Graphs

Total Assets Over Time

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

$28,357,053$14,178,527$0199920102020YearValue
$28,357,053Latest year 2020

Participants Over Time

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

5092550199920102020YearValue
35Latest year 2020

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
2020135$28,357,053$696,007$19,886iApproximate average salary by contribution assumption: employee only about $497,148 at 4% or $331,432 at 6%; with 50% employer match about $331,432 at 4% or $220,955 at 6%; with 100% employer match about $248,574 at 4% or $165,716 at 6%.
Phoenix Employees Retirement Trust-35$28,357,053$696,007$19,886iApproximate average salary by contribution assumption: employee only about $497,148 at 4% or $331,432 at 6%; with 50% employer match about $331,432 at 4% or $220,955 at 6%; with 100% employer match about $248,574 at 4% or $165,716 at 6%.
2019128$24,837,279$401,933$14,355iApproximate average salary by contribution assumption: employee only about $358,869 at 4% or $239,246 at 6%; with 50% employer match about $239,246 at 4% or $159,497 at 6%; with 100% employer match about $179,434 at 4% or $119,623 at 6%.
Phoenix Employees Retirement Trust-28$24,837,279$401,933$14,355iApproximate average salary by contribution assumption: employee only about $358,869 at 4% or $239,246 at 6%; with 50% employer match about $239,246 at 4% or $159,497 at 6%; with 100% employer match about $179,434 at 4% or $119,623 at 6%.
2018125$20,654,847$435,222$17,409iApproximate average salary by contribution assumption: employee only about $435,222 at 4% or $290,148 at 6%; with 50% employer match about $290,148 at 4% or $193,432 at 6%; with 100% employer match about $217,611 at 4% or $145,074 at 6%.
Phoenix Employees Retirement Trust-25$20,654,847$435,222$17,409iApproximate average salary by contribution assumption: employee only about $435,222 at 4% or $290,148 at 6%; with 50% employer match about $290,148 at 4% or $193,432 at 6%; with 100% employer match about $217,611 at 4% or $145,074 at 6%.
2017127$23,106,716$432,267$16,010iApproximate average salary by contribution assumption: employee only about $400,247 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,888 at 6%; with 100% employer match about $200,124 at 4% or $133,416 at 6%.
Phoenix Employees Retirement Trust-27$23,106,716$432,267$16,010iApproximate average salary by contribution assumption: employee only about $400,247 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,888 at 6%; with 100% employer match about $200,124 at 4% or $133,416 at 6%.
2016133$19,970,980$458,579$13,896iApproximate average salary by contribution assumption: employee only about $347,408 at 4% or $231,606 at 6%; with 50% employer match about $231,606 at 4% or $154,404 at 6%; with 100% employer match about $173,704 at 4% or $115,803 at 6%.
Phoenix Employees Retirement Trust-33$19,970,980$458,579$13,896iApproximate average salary by contribution assumption: employee only about $347,408 at 4% or $231,606 at 6%; with 50% employer match about $231,606 at 4% or $154,404 at 6%; with 100% employer match about $173,704 at 4% or $115,803 at 6%.
2015134$19,823,052$468,457$13,778iApproximate average salary by contribution assumption: employee only about $344,454 at 4% or $229,636 at 6%; with 50% employer match about $229,636 at 4% or $153,091 at 6%; with 100% employer match about $172,227 at 4% or $114,818 at 6%.
Phoenix Employees Retirement Trust-34$19,823,052$468,457$13,778iApproximate average salary by contribution assumption: employee only about $344,454 at 4% or $229,636 at 6%; with 50% employer match about $229,636 at 4% or $153,091 at 6%; with 100% employer match about $172,227 at 4% or $114,818 at 6%.
2014138$21,564,512$418,633$11,017iApproximate average salary by contribution assumption: employee only about $275,416 at 4% or $183,611 at 6%; with 50% employer match about $183,611 at 4% or $122,407 at 6%; with 100% employer match about $137,708 at 4% or $91,805 at 6%.
Phoenix Employees Retirement Trust-38$21,564,512$418,633$11,017iApproximate average salary by contribution assumption: employee only about $275,416 at 4% or $183,611 at 6%; with 50% employer match about $183,611 at 4% or $122,407 at 6%; with 100% employer match about $137,708 at 4% or $91,805 at 6%.
2013143$21,617,270$554,363$12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,869 at 6%; with 50% employer match about $214,869 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%.
Phoenix Employees Retirement Trust-43$21,617,270$554,363$12,892iApproximate average salary by contribution assumption: employee only about $322,304 at 4% or $214,869 at 6%; with 50% employer match about $214,869 at 4% or $143,246 at 6%; with 100% employer match about $161,152 at 4% or $107,435 at 6%.
2012150$21,084,956$559,868$11,197iApproximate average salary by contribution assumption: employee only about $279,934 at 4% or $186,623 at 6%; with 50% employer match about $186,623 at 4% or $124,415 at 6%; with 100% employer match about $139,967 at 4% or $93,311 at 6%.
Phoenix Employees Retirement Trust-50$21,084,956$559,868$11,197iApproximate average salary by contribution assumption: employee only about $279,934 at 4% or $186,623 at 6%; with 50% employer match about $186,623 at 4% or $124,415 at 6%; with 100% employer match about $139,967 at 4% or $93,311 at 6%.
2011253$20,029,225$604,978$11,415iApproximate average salary by contribution assumption: employee only about $285,367 at 4% or $190,245 at 6%; with 50% employer match about $190,245 at 4% or $126,830 at 6%; with 100% employer match about $142,683 at 4% or $95,122 at 6%.
Phoenix Employees Retirement Trust-53$20,029,225$604,978$11,415iApproximate average salary by contribution assumption: employee only about $285,367 at 4% or $190,245 at 6%; with 50% employer match about $190,245 at 4% or $126,830 at 6%; with 100% employer match about $142,683 at 4% or $95,122 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-45---
2010289$22,337,325$1,325,671$14,895iApproximate average salary by contribution assumption: employee only about $372,379 at 4% or $248,253 at 6%; with 50% employer match about $248,253 at 4% or $165,502 at 6%; with 100% employer match about $186,190 at 4% or $124,126 at 6%.
Phoenix Employees Retirement Trust-86$22,337,325$1,325,671$15,415iApproximate average salary by contribution assumption: employee only about $385,369 at 4% or $256,913 at 6%; with 50% employer match about $256,913 at 4% or $171,275 at 6%; with 100% employer match about $192,685 at 4% or $128,456 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-89---
20092195$20,949,379$2,093,788$10,737iApproximate average salary by contribution assumption: employee only about $268,434 at 4% or $178,956 at 6%; with 50% employer match about $178,956 at 4% or $119,304 at 6%; with 100% employer match about $134,217 at 4% or $89,478 at 6%.
Phoenix Employees Retirement Trust-195$20,949,379$2,093,788$10,737iApproximate average salary by contribution assumption: employee only about $268,434 at 4% or $178,956 at 6%; with 50% employer match about $178,956 at 4% or $119,304 at 6%; with 100% employer match about $134,217 at 4% or $89,478 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-194---
20082217$15,136,695$2,204,972$10,161iApproximate average salary by contribution assumption: employee only about $254,029 at 4% or $169,353 at 6%; with 50% employer match about $169,353 at 4% or $112,902 at 6%; with 100% employer match about $127,015 at 4% or $84,676 at 6%.
Phoenix Employees Retirement Trust-217$15,136,695$2,204,972$10,161iApproximate average salary by contribution assumption: employee only about $254,029 at 4% or $169,353 at 6%; with 50% employer match about $169,353 at 4% or $112,902 at 6%; with 100% employer match about $127,015 at 4% or $84,676 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-175---
20072106$23,586,096$1,310,822$12,366iApproximate average salary by contribution assumption: employee only about $309,156 at 4% or $206,104 at 6%; with 50% employer match about $206,104 at 4% or $137,403 at 6%; with 100% employer match about $154,578 at 4% or $103,052 at 6%.
Phoenix Employees Retirement Trust-106$23,586,096$1,310,822$12,366iApproximate average salary by contribution assumption: employee only about $309,156 at 4% or $206,104 at 6%; with 50% employer match about $206,104 at 4% or $137,403 at 6%; with 100% employer match about $154,578 at 4% or $103,052 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-102---
20062157$23,353,621$1,834,741$11,686iApproximate average salary by contribution assumption: employee only about $292,156 at 4% or $194,771 at 6%; with 50% employer match about $194,771 at 4% or $129,847 at 6%; with 100% employer match about $146,078 at 4% or $97,385 at 6%.
Phoenix Employees Retirement Trust-116$23,353,621$1,834,741$15,817iApproximate average salary by contribution assumption: employee only about $395,418 at 4% or $263,612 at 6%; with 50% employer match about $263,612 at 4% or $175,741 at 6%; with 100% employer match about $197,709 at 4% or $131,806 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-157---
20052248$21,872,492$1,924,246$7,759iApproximate average salary by contribution assumption: employee only about $193,976 at 4% or $129,318 at 6%; with 50% employer match about $129,318 at 4% or $86,212 at 6%; with 100% employer match about $96,988 at 4% or $64,659 at 6%.
Phoenix Employees Retirement Trust-248$21,872,492$1,924,246$7,759iApproximate average salary by contribution assumption: employee only about $193,976 at 4% or $129,318 at 6%; with 50% employer match about $129,318 at 4% or $86,212 at 6%; with 100% employer match about $96,988 at 4% or $64,659 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-204---
20042199$21,474,540$1,858,423$9,339iApproximate average salary by contribution assumption: employee only about $233,470 at 4% or $155,647 at 6%; with 50% employer match about $155,647 at 4% or $103,765 at 6%; with 100% employer match about $116,735 at 4% or $77,823 at 6%.
Phoenix Employees Retirement Trust-194$21,474,540$1,858,423$9,580iApproximate average salary by contribution assumption: employee only about $239,488 at 4% or $159,658 at 6%; with 50% employer match about $159,658 at 4% or $106,439 at 6%; with 100% employer match about $119,744 at 4% or $79,829 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-199---
20032239$20,524,038$2,135,240$8,934iApproximate average salary by contribution assumption: employee only about $223,351 at 4% or $148,901 at 6%; with 50% employer match about $148,901 at 4% or $99,267 at 6%; with 100% employer match about $111,676 at 4% or $74,450 at 6%.
Phoenix Employees Retirement Trust-202$20,524,038$2,135,240$10,570iApproximate average salary by contribution assumption: employee only about $264,262 at 4% or $176,175 at 6%; with 50% employer match about $176,175 at 4% or $117,450 at 6%; with 100% employer match about $132,131 at 4% or $88,087 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-239---
20022282$16,812,662$2,551,671$9,048iApproximate average salary by contribution assumption: employee only about $226,212 at 4% or $150,808 at 6%; with 50% employer match about $150,808 at 4% or $100,539 at 6%; with 100% employer match about $113,106 at 4% or $75,404 at 6%.
Phoenix Employees Retirement Trust-282$16,812,662$2,551,671$9,048iApproximate average salary by contribution assumption: employee only about $226,212 at 4% or $150,808 at 6%; with 50% employer match about $150,808 at 4% or $100,539 at 6%; with 100% employer match about $113,106 at 4% or $75,404 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-271---
20012328$20,017,421$3,383,443$10,315iApproximate average salary by contribution assumption: employee only about $257,884 at 4% or $171,923 at 6%; with 50% employer match about $171,923 at 4% or $114,615 at 6%; with 100% employer match about $128,942 at 4% or $85,961 at 6%.
Phoenix Employees Retirement Trust-273$20,017,421$3,383,443$12,394iApproximate average salary by contribution assumption: employee only about $309,839 at 4% or $206,559 at 6%; with 50% employer match about $206,559 at 4% or $137,706 at 6%; with 100% employer match about $154,920 at 4% or $103,280 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-328---
20002509$22,554,909$4,200,604$8,253iApproximate average salary by contribution assumption: employee only about $206,317 at 4% or $137,544 at 6%; with 50% employer match about $137,544 at 4% or $91,696 at 6%; with 100% employer match about $103,158 at 4% or $68,772 at 6%.
Phoenix Employees Retirement Trust-407$22,554,909$4,200,604$10,321iApproximate average salary by contribution assumption: employee only about $258,022 at 4% or $172,015 at 6%; with 50% employer match about $172,015 at 4% or $114,677 at 6%; with 100% employer match about $129,011 at 4% or $86,007 at 6%.
Phoenix Technologies Ltd Group Health and Welfare Plan-509---
19991441$25,181,225$3,438,341$7,797iApproximate average salary by contribution assumption: employee only about $194,917 at 4% or $129,945 at 6%; with 50% employer match about $129,945 at 4% or $86,630 at 6%; with 100% employer match about $97,459 at 4% or $64,972 at 6%.
Phoenix Employees Retirement Trust-441$25,181,225$3,438,341$7,797iApproximate average salary by contribution assumption: employee only about $194,917 at 4% or $129,945 at 6%; with 50% employer match about $129,945 at 4% or $86,630 at 6%; with 100% employer match about $97,459 at 4% or $64,972 at 6%.