The Phoenix School Inc.
Plan context: The Phoenix School Inc. Defined Contribution Retirement Plan
EIN 04-2738785 • Salem, MA • 12 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$613,524
2023 Contributions
$11,184
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 7 | $613,524 | $11,184 | $1,598iApproximate average salary by contribution assumption: employee only about $39,943 at 4% or $26,629 at 6%; with 50% employer match about $26,629 at 4% or $17,752 at 6%; with 100% employer match about $19,971 at 4% or $13,314 at 6%. |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 7 | $613,524 | $11,184 | $1,598iApproximate average salary by contribution assumption: employee only about $39,943 at 4% or $26,629 at 6%; with 50% employer match about $26,629 at 4% or $17,752 at 6%; with 100% employer match about $19,971 at 4% or $13,314 at 6%. |
| 2022 | 1 | 7 | $512,254 | $9,629 | $1,376iApproximate average salary by contribution assumption: employee only about $34,389 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,195 at 4% or $11,463 at 6%. |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 7 | $512,254 | $9,629 | $1,376iApproximate average salary by contribution assumption: employee only about $34,389 at 4% or $22,926 at 6%; with 50% employer match about $22,926 at 4% or $15,284 at 6%; with 100% employer match about $17,195 at 4% or $11,463 at 6%. |
| 2021 | 2 | 13 | $618,688 | $17,396 | $1,338iApproximate average salary by contribution assumption: employee only about $33,454 at 4% or $22,303 at 6%; with 50% employer match about $22,303 at 4% or $14,868 at 6%; with 100% employer match about $16,727 at 4% or $11,151 at 6%. |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 12 | $368,076 | $8,913 | $743iApproximate average salary by contribution assumption: employee only about $18,569 at 4% or $12,379 at 6%; with 50% employer match about $12,379 at 4% or $8,253 at 6%; with 100% employer match about $9,284 at 4% or $6,190 at 6%. |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 13 | $250,612 | $8,483 | $653iApproximate average salary by contribution assumption: employee only about $16,313 at 4% or $10,876 at 6%; with 50% employer match about $10,876 at 4% or $7,250 at 6%; with 100% employer match about $8,157 at 4% or $5,438 at 6%. |
| 2020 | 1 | 6 | $535,900 | $7,161 | $1,194iApproximate average salary by contribution assumption: employee only about $29,838 at 4% or $19,892 at 6%; with 50% employer match about $19,892 at 4% or $13,261 at 6%; with 100% employer match about $14,919 at 4% or $9,946 at 6%. |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 6 | $535,900 | $7,161 | $1,194iApproximate average salary by contribution assumption: employee only about $29,838 at 4% or $19,892 at 6%; with 50% employer match about $19,892 at 4% or $13,261 at 6%; with 100% employer match about $14,919 at 4% or $9,946 at 6%. |
| 2009 | 1 | 3 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 3 | - | - | - |
| 2005 | 1 | 3 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 3 | - | - | - |
| 2004 | 1 | 5 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 5 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Phoenix School Inc. Defined Contribution Retirement Plan | - | 0 | - | - | - |