Civic Intelligence

Jeffrey J. Phillips, P.C.

Plan context: Jeffrey J. Phillips PC. 401(K) Plan

EIN 04-3197621 • Boston, MA • 24 filings • 4 plans

One Washington MallBoston, MA 02108
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$811,981

2025 Contributions

$7,512

Historical Graphs

Total Assets Over Time

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

$2,665,748$1,332,874$0200220152025YearValue
$811,981Latest year 2025

Participants Over Time

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

530200120142025YearValue
1Latest year 2025

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
202511$811,981$7,512$7,512iApproximate average salary by contribution assumption: employee only about $187,800 at 4% or $125,200 at 6%; with 50% employer match about $125,200 at 4% or $83,467 at 6%; with 100% employer match about $93,900 at 4% or $62,600 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-1$811,981$7,512$7,512iApproximate average salary by contribution assumption: employee only about $187,800 at 4% or $125,200 at 6%; with 50% employer match about $125,200 at 4% or $83,467 at 6%; with 100% employer match about $93,900 at 4% or $62,600 at 6%.
202413$2,665,748$19,229$6,410iApproximate average salary by contribution assumption: employee only about $160,242 at 4% or $106,828 at 6%; with 50% employer match about $106,828 at 4% or $71,219 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$2,665,748$19,229$6,410iApproximate average salary by contribution assumption: employee only about $160,242 at 4% or $106,828 at 6%; with 50% employer match about $106,828 at 4% or $71,219 at 6%; with 100% employer match about $80,121 at 4% or $53,414 at 6%.
202313$2,216,247$27,152$9,051iApproximate average salary by contribution assumption: employee only about $226,267 at 4% or $150,844 at 6%; with 50% employer match about $150,844 at 4% or $100,563 at 6%; with 100% employer match about $113,133 at 4% or $75,422 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$2,216,247$27,152$9,051iApproximate average salary by contribution assumption: employee only about $226,267 at 4% or $150,844 at 6%; with 50% employer match about $150,844 at 4% or $100,563 at 6%; with 100% employer match about $113,133 at 4% or $75,422 at 6%.
202213$1,810,740$25,468$8,489iApproximate average salary by contribution assumption: employee only about $212,233 at 4% or $141,489 at 6%; with 50% employer match about $141,489 at 4% or $94,326 at 6%; with 100% employer match about $106,117 at 4% or $70,744 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,810,740$25,468$8,489iApproximate average salary by contribution assumption: employee only about $212,233 at 4% or $141,489 at 6%; with 50% employer match about $141,489 at 4% or $94,326 at 6%; with 100% employer match about $106,117 at 4% or $70,744 at 6%.
202113$2,161,500$25,127$8,376iApproximate average salary by contribution assumption: employee only about $209,392 at 4% or $139,594 at 6%; with 50% employer match about $139,594 at 4% or $93,063 at 6%; with 100% employer match about $104,696 at 4% or $69,797 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$2,161,500$25,127$8,376iApproximate average salary by contribution assumption: employee only about $209,392 at 4% or $139,594 at 6%; with 50% employer match about $139,594 at 4% or $93,063 at 6%; with 100% employer match about $104,696 at 4% or $69,797 at 6%.
202013$1,699,282$24,175$8,058iApproximate average salary by contribution assumption: employee only about $201,458 at 4% or $134,306 at 6%; with 50% employer match about $134,306 at 4% or $89,537 at 6%; with 100% employer match about $100,729 at 4% or $67,153 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,699,282$24,175$8,058iApproximate average salary by contribution assumption: employee only about $201,458 at 4% or $134,306 at 6%; with 50% employer match about $134,306 at 4% or $89,537 at 6%; with 100% employer match about $100,729 at 4% or $67,153 at 6%.
201913$1,481,196$22,738$7,579iApproximate average salary by contribution assumption: employee only about $189,483 at 4% or $126,322 at 6%; with 50% employer match about $126,322 at 4% or $84,215 at 6%; with 100% employer match about $94,742 at 4% or $63,161 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,481,196$22,738$7,579iApproximate average salary by contribution assumption: employee only about $189,483 at 4% or $126,322 at 6%; with 50% employer match about $126,322 at 4% or $84,215 at 6%; with 100% employer match about $94,742 at 4% or $63,161 at 6%.
201813$1,177,534$21,369$7,123iApproximate average salary by contribution assumption: employee only about $178,075 at 4% or $118,717 at 6%; with 50% employer match about $118,717 at 4% or $79,144 at 6%; with 100% employer match about $89,038 at 4% or $59,358 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,177,534$21,369$7,123iApproximate average salary by contribution assumption: employee only about $178,075 at 4% or $118,717 at 6%; with 50% employer match about $118,717 at 4% or $79,144 at 6%; with 100% employer match about $89,038 at 4% or $59,358 at 6%.
201713$1,280,463$17,803$5,934iApproximate average salary by contribution assumption: employee only about $148,358 at 4% or $98,906 at 6%; with 50% employer match about $98,906 at 4% or $65,937 at 6%; with 100% employer match about $74,179 at 4% or $49,453 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,280,463$17,803$5,934iApproximate average salary by contribution assumption: employee only about $148,358 at 4% or $98,906 at 6%; with 50% employer match about $98,906 at 4% or $65,937 at 6%; with 100% employer match about $74,179 at 4% or $49,453 at 6%.
201613$1,094,225$20,103$6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$1,094,225$20,103$6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%.
201513$979,432$21,424$7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$979,432$21,424$7,141iApproximate average salary by contribution assumption: employee only about $178,533 at 4% or $119,022 at 6%; with 50% employer match about $119,022 at 4% or $79,348 at 6%; with 100% employer match about $89,267 at 4% or $59,511 at 6%.
201413$973,189$29,996$9,999iApproximate average salary by contribution assumption: employee only about $249,967 at 4% or $166,644 at 6%; with 50% employer match about $166,644 at 4% or $111,096 at 6%; with 100% employer match about $124,983 at 4% or $83,322 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$973,189$29,996$9,999iApproximate average salary by contribution assumption: employee only about $249,967 at 4% or $166,644 at 6%; with 50% employer match about $166,644 at 4% or $111,096 at 6%; with 100% employer match about $124,983 at 4% or $83,322 at 6%.
201314$843,593$24,695$6,174iApproximate average salary by contribution assumption: employee only about $154,344 at 4% or $102,896 at 6%; with 50% employer match about $102,896 at 4% or $68,597 at 6%; with 100% employer match about $77,172 at 4% or $51,448 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-4$843,593$24,695$6,174iApproximate average salary by contribution assumption: employee only about $154,344 at 4% or $102,896 at 6%; with 50% employer match about $102,896 at 4% or $68,597 at 6%; with 100% employer match about $77,172 at 4% or $51,448 at 6%.
201214$613,459$27,969$6,992iApproximate average salary by contribution assumption: employee only about $174,806 at 4% or $116,538 at 6%; with 50% employer match about $116,538 at 4% or $77,692 at 6%; with 100% employer match about $87,403 at 4% or $58,269 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-4$613,459$27,969$6,992iApproximate average salary by contribution assumption: employee only about $174,806 at 4% or $116,538 at 6%; with 50% employer match about $116,538 at 4% or $77,692 at 6%; with 100% employer match about $87,403 at 4% or $58,269 at 6%.
201113$506,675$30,079$10,026iApproximate average salary by contribution assumption: employee only about $250,658 at 4% or $167,106 at 6%; with 50% employer match about $167,106 at 4% or $111,404 at 6%; with 100% employer match about $125,329 at 4% or $83,553 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$506,675$30,079$10,026iApproximate average salary by contribution assumption: employee only about $250,658 at 4% or $167,106 at 6%; with 50% employer match about $167,106 at 4% or $111,404 at 6%; with 100% employer match about $125,329 at 4% or $83,553 at 6%.
201013$481,189$36,287$12,096iApproximate average salary by contribution assumption: employee only about $302,392 at 4% or $201,594 at 6%; with 50% employer match about $201,594 at 4% or $134,396 at 6%; with 100% employer match about $151,196 at 4% or $100,797 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-3$481,189$36,287$12,096iApproximate average salary by contribution assumption: employee only about $302,392 at 4% or $201,594 at 6%; with 50% employer match about $201,594 at 4% or $134,396 at 6%; with 100% employer match about $151,196 at 4% or $100,797 at 6%.
200925$393,350$21,400$4,280iApproximate average salary by contribution assumption: employee only about $107,000 at 4% or $71,333 at 6%; with 50% employer match about $71,333 at 4% or $47,556 at 6%; with 100% employer match about $53,500 at 4% or $35,667 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-5$393,350$21,400$4,280iApproximate average salary by contribution assumption: employee only about $107,000 at 4% or $71,333 at 6%; with 50% employer match about $71,333 at 4% or $47,556 at 6%; with 100% employer match about $53,500 at 4% or $35,667 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-----
200714$410,824$25,287$6,322iApproximate average salary by contribution assumption: employee only about $158,044 at 4% or $105,363 at 6%; with 50% employer match about $105,363 at 4% or $70,242 at 6%; with 100% employer match about $79,022 at 4% or $52,681 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-4$410,824$25,287$6,322iApproximate average salary by contribution assumption: employee only about $158,044 at 4% or $105,363 at 6%; with 50% employer match about $105,363 at 4% or $70,242 at 6%; with 100% employer match about $79,022 at 4% or $52,681 at 6%.
200614$378,140$33,990$8,498iApproximate average salary by contribution assumption: employee only about $212,438 at 4% or $141,625 at 6%; with 50% employer match about $141,625 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-4$378,140$33,990$8,498iApproximate average salary by contribution assumption: employee only about $212,438 at 4% or $141,625 at 6%; with 50% employer match about $141,625 at 4% or $94,417 at 6%; with 100% employer match about $106,219 at 4% or $70,813 at 6%.
200514$295,304$33,007$8,252iApproximate average salary by contribution assumption: employee only about $206,294 at 4% or $137,529 at 6%; with 50% employer match about $137,529 at 4% or $91,686 at 6%; with 100% employer match about $103,147 at 4% or $68,765 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-4$295,304$33,007$8,252iApproximate average salary by contribution assumption: employee only about $206,294 at 4% or $137,529 at 6%; with 50% employer match about $137,529 at 4% or $91,686 at 6%; with 100% employer match about $103,147 at 4% or $68,765 at 6%.
200315$213,633$23,924$4,785iApproximate average salary by contribution assumption: employee only about $119,620 at 4% or $79,747 at 6%; with 50% employer match about $79,747 at 4% or $53,164 at 6%; with 100% employer match about $59,810 at 4% or $39,873 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-5$213,633$23,924$4,785iApproximate average salary by contribution assumption: employee only about $119,620 at 4% or $79,747 at 6%; with 50% employer match about $79,747 at 4% or $53,164 at 6%; with 100% employer match about $59,810 at 4% or $39,873 at 6%.
200215$147,862$21,745$4,349iApproximate average salary by contribution assumption: employee only about $108,725 at 4% or $72,483 at 6%; with 50% employer match about $72,483 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
Jeffrey J. Phillips PC. 401(K) Plan-5$147,862$21,745$4,349iApproximate average salary by contribution assumption: employee only about $108,725 at 4% or $72,483 at 6%; with 50% employer match about $72,483 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
200115$0$0-
Jeffrey J. Phillips PC. 401(K) Plan-5---