Civic Intelligence

Phillips Insurance Agency Inc.

Plan context: Phillips Insurance Agency Inc. 401K Plan and Trust

EIN 04-3077139 • Chicopee, MA • 22 filings • 2 plans

97 Center StreetChicopee, MA 01013-1664
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$10,489,016

2024 Contributions

$499,067

Historical Graphs

Total Assets Over Time

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

$10,489,016$5,244,508$0200120142024YearValue
$10,489,016Latest year 2024

Participants Over Time

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

34170200120142024YearValue
34Latest 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
2024134$10,489,016$499,067$14,678iApproximate average salary by contribution assumption: employee only about $366,961 at 4% or $244,641 at 6%; with 50% employer match about $244,641 at 4% or $163,094 at 6%; with 100% employer match about $183,481 at 4% or $122,320 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-34$10,489,016$499,067$14,678iApproximate average salary by contribution assumption: employee only about $366,961 at 4% or $244,641 at 6%; with 50% employer match about $244,641 at 4% or $163,094 at 6%; with 100% employer match about $183,481 at 4% or $122,320 at 6%.
2023133$8,402,230$300,541$9,107iApproximate average salary by contribution assumption: employee only about $227,683 at 4% or $151,788 at 6%; with 50% employer match about $151,788 at 4% or $101,192 at 6%; with 100% employer match about $113,841 at 4% or $75,894 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-33$8,402,230$300,541$9,107iApproximate average salary by contribution assumption: employee only about $227,683 at 4% or $151,788 at 6%; with 50% employer match about $151,788 at 4% or $101,192 at 6%; with 100% employer match about $113,841 at 4% or $75,894 at 6%.
2022133$6,436,715$295,297$8,948iApproximate average salary by contribution assumption: employee only about $223,710 at 4% or $149,140 at 6%; with 50% employer match about $149,140 at 4% or $99,427 at 6%; with 100% employer match about $111,855 at 4% or $74,570 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-33$6,436,715$295,297$8,948iApproximate average salary by contribution assumption: employee only about $223,710 at 4% or $149,140 at 6%; with 50% employer match about $149,140 at 4% or $99,427 at 6%; with 100% employer match about $111,855 at 4% or $74,570 at 6%.
2021131$7,499,752$281,370$9,076iApproximate average salary by contribution assumption: employee only about $226,911 at 4% or $151,274 at 6%; with 50% employer match about $151,274 at 4% or $100,849 at 6%; with 100% employer match about $113,456 at 4% or $75,637 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-31$7,499,752$281,370$9,076iApproximate average salary by contribution assumption: employee only about $226,911 at 4% or $151,274 at 6%; with 50% employer match about $151,274 at 4% or $100,849 at 6%; with 100% employer match about $113,456 at 4% or $75,637 at 6%.
2020131$5,617,029$254,014$8,194iApproximate average salary by contribution assumption: employee only about $204,850 at 4% or $136,567 at 6%; with 50% employer match about $136,567 at 4% or $91,044 at 6%; with 100% employer match about $102,425 at 4% or $68,283 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-31$5,617,029$254,014$8,194iApproximate average salary by contribution assumption: employee only about $204,850 at 4% or $136,567 at 6%; with 50% employer match about $136,567 at 4% or $91,044 at 6%; with 100% employer match about $102,425 at 4% or $68,283 at 6%.
2019126$4,497,423$240,115$9,235iApproximate average salary by contribution assumption: employee only about $230,880 at 4% or $153,920 at 6%; with 50% employer match about $153,920 at 4% or $102,613 at 6%; with 100% employer match about $115,440 at 4% or $76,960 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-26$4,497,423$240,115$9,235iApproximate average salary by contribution assumption: employee only about $230,880 at 4% or $153,920 at 6%; with 50% employer match about $153,920 at 4% or $102,613 at 6%; with 100% employer match about $115,440 at 4% or $76,960 at 6%.
2018124$3,245,973$213,256$8,886iApproximate average salary by contribution assumption: employee only about $222,142 at 4% or $148,094 at 6%; with 50% employer match about $148,094 at 4% or $98,730 at 6%; with 100% employer match about $111,071 at 4% or $74,047 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-24$3,245,973$213,256$8,886iApproximate average salary by contribution assumption: employee only about $222,142 at 4% or $148,094 at 6%; with 50% employer match about $148,094 at 4% or $98,730 at 6%; with 100% employer match about $111,071 at 4% or $74,047 at 6%.
2017124$3,210,097$203,113$8,463iApproximate average salary by contribution assumption: employee only about $211,576 at 4% or $141,051 at 6%; with 50% employer match about $141,051 at 4% or $94,034 at 6%; with 100% employer match about $105,788 at 4% or $70,525 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-24$3,210,097$203,113$8,463iApproximate average salary by contribution assumption: employee only about $211,576 at 4% or $141,051 at 6%; with 50% employer match about $141,051 at 4% or $94,034 at 6%; with 100% employer match about $105,788 at 4% or $70,525 at 6%.
2016124$2,539,080$191,155$7,965iApproximate average salary by contribution assumption: employee only about $199,120 at 4% or $132,747 at 6%; with 50% employer match about $132,747 at 4% or $88,498 at 6%; with 100% employer match about $99,560 at 4% or $66,373 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-24$2,539,080$191,155$7,965iApproximate average salary by contribution assumption: employee only about $199,120 at 4% or $132,747 at 6%; with 50% employer match about $132,747 at 4% or $88,498 at 6%; with 100% employer match about $99,560 at 4% or $66,373 at 6%.
2015120$2,092,835$164,307$8,215iApproximate average salary by contribution assumption: employee only about $205,384 at 4% or $136,923 at 6%; with 50% employer match about $136,923 at 4% or $91,282 at 6%; with 100% employer match about $102,692 at 4% or $68,461 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-20$2,092,835$164,307$8,215iApproximate average salary by contribution assumption: employee only about $205,384 at 4% or $136,923 at 6%; with 50% employer match about $136,923 at 4% or $91,282 at 6%; with 100% employer match about $102,692 at 4% or $68,461 at 6%.
2014118$1,908,907$140,776$7,821iApproximate average salary by contribution assumption: employee only about $195,522 at 4% or $130,348 at 6%; with 50% employer match about $130,348 at 4% or $86,899 at 6%; with 100% employer match about $97,761 at 4% or $65,174 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-18$1,908,907$140,776$7,821iApproximate average salary by contribution assumption: employee only about $195,522 at 4% or $130,348 at 6%; with 50% employer match about $130,348 at 4% or $86,899 at 6%; with 100% employer match about $97,761 at 4% or $65,174 at 6%.
2013117$1,571,918$130,927$7,702iApproximate average salary by contribution assumption: employee only about $192,540 at 4% or $128,360 at 6%; with 50% employer match about $128,360 at 4% or $85,573 at 6%; with 100% employer match about $96,270 at 4% or $64,180 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-17$1,571,918$130,927$7,702iApproximate average salary by contribution assumption: employee only about $192,540 at 4% or $128,360 at 6%; with 50% employer match about $128,360 at 4% or $85,573 at 6%; with 100% employer match about $96,270 at 4% or $64,180 at 6%.
2012117$1,088,229$112,026$6,590iApproximate average salary by contribution assumption: employee only about $164,744 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,220 at 6%; with 100% employer match about $82,372 at 4% or $54,915 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-17$1,088,229$112,026$6,590iApproximate average salary by contribution assumption: employee only about $164,744 at 4% or $109,829 at 6%; with 50% employer match about $109,829 at 4% or $73,220 at 6%; with 100% employer match about $82,372 at 4% or $54,915 at 6%.
2011116$849,930$104,256$6,516iApproximate average salary by contribution assumption: employee only about $162,900 at 4% or $108,600 at 6%; with 50% employer match about $108,600 at 4% or $72,400 at 6%; with 100% employer match about $81,450 at 4% or $54,300 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-16$849,930$104,256$6,516iApproximate average salary by contribution assumption: employee only about $162,900 at 4% or $108,600 at 6%; with 50% employer match about $108,600 at 4% or $72,400 at 6%; with 100% employer match about $81,450 at 4% or $54,300 at 6%.
2010118$748,081$105,198$5,844iApproximate average salary by contribution assumption: employee only about $146,108 at 4% or $97,406 at 6%; with 50% employer match about $97,406 at 4% or $64,937 at 6%; with 100% employer match about $73,054 at 4% or $48,703 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-18$748,081$105,198$5,844iApproximate average salary by contribution assumption: employee only about $146,108 at 4% or $97,406 at 6%; with 50% employer match about $97,406 at 4% or $64,937 at 6%; with 100% employer match about $73,054 at 4% or $48,703 at 6%.
2009116$588,814$81,546$5,097iApproximate average salary by contribution assumption: employee only about $127,416 at 4% or $84,944 at 6%; with 50% employer match about $84,944 at 4% or $56,629 at 6%; with 100% employer match about $63,708 at 4% or $42,472 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-16$588,814$81,546$5,097iApproximate average salary by contribution assumption: employee only about $127,416 at 4% or $84,944 at 6%; with 50% employer match about $84,944 at 4% or $56,629 at 6%; with 100% employer match about $63,708 at 4% or $42,472 at 6%.
2008110$387,295$74,316$7,432iApproximate average salary by contribution assumption: employee only about $185,790 at 4% or $123,860 at 6%; with 50% employer match about $123,860 at 4% or $82,573 at 6%; with 100% employer match about $92,895 at 4% or $61,930 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-10$387,295$74,316$7,432iApproximate average salary by contribution assumption: employee only about $185,790 at 4% or $123,860 at 6%; with 50% employer match about $123,860 at 4% or $82,573 at 6%; with 100% employer match about $92,895 at 4% or $61,930 at 6%.
2007110$512,055$73,039$7,304iApproximate average salary by contribution assumption: employee only about $182,598 at 4% or $121,732 at 6%; with 50% employer match about $121,732 at 4% or $81,154 at 6%; with 100% employer match about $91,299 at 4% or $60,866 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-10$512,055$73,039$7,304iApproximate average salary by contribution assumption: employee only about $182,598 at 4% or $121,732 at 6%; with 50% employer match about $121,732 at 4% or $81,154 at 6%; with 100% employer match about $91,299 at 4% or $60,866 at 6%.
2004110$258,637$62,245$6,225iApproximate average salary by contribution assumption: employee only about $155,613 at 4% or $103,742 at 6%; with 50% employer match about $103,742 at 4% or $69,161 at 6%; with 100% employer match about $77,806 at 4% or $51,871 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-10$258,637$62,245$6,225iApproximate average salary by contribution assumption: employee only about $155,613 at 4% or $103,742 at 6%; with 50% employer match about $103,742 at 4% or $69,161 at 6%; with 100% employer match about $77,806 at 4% or $51,871 at 6%.
2003111$178,085$58,904$5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-11$178,085$58,904$5,355iApproximate average salary by contribution assumption: employee only about $133,873 at 4% or $89,248 at 6%; with 50% employer match about $89,248 at 4% or $59,499 at 6%; with 100% employer match about $66,936 at 4% or $44,624 at 6%.
200219$91,206$59,056$6,562iApproximate average salary by contribution assumption: employee only about $164,044 at 4% or $109,363 at 6%; with 50% employer match about $109,363 at 4% or $72,909 at 6%; with 100% employer match about $82,022 at 4% or $54,681 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-9$91,206$59,056$6,562iApproximate average salary by contribution assumption: employee only about $164,044 at 4% or $109,363 at 6%; with 50% employer match about $109,363 at 4% or $72,909 at 6%; with 100% employer match about $82,022 at 4% or $54,681 at 6%.
2001111$45,912$45,912$4,174iApproximate average salary by contribution assumption: employee only about $104,345 at 4% or $69,564 at 6%; with 50% employer match about $69,564 at 4% or $46,376 at 6%; with 100% employer match about $52,173 at 4% or $34,782 at 6%.
Phillips Insurance Agency Inc. 401K Plan and Trust-11$45,912$45,912$4,174iApproximate average salary by contribution assumption: employee only about $104,345 at 4% or $69,564 at 6%; with 50% employer match about $69,564 at 4% or $46,376 at 6%; with 100% employer match about $52,173 at 4% or $34,782 at 6%.