Phillips Tree Removal Inc.
Plan context: The Phillips Tree Retirement Plan
EIN 04-3225489 • Duxbury, MA • 17 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,740,630
2024 Contributions
$90,137
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,740,630 | $90,137 | $7,511iApproximate average salary by contribution assumption: employee only about $187,785 at 4% or $125,190 at 6%; with 50% employer match about $125,190 at 4% or $83,460 at 6%; with 100% employer match about $93,893 at 4% or $62,595 at 6%. |
| The Phillips Tree Retirement Plan | - | 12 | $1,740,630 | $90,137 | $7,511iApproximate average salary by contribution assumption: employee only about $187,785 at 4% or $125,190 at 6%; with 50% employer match about $125,190 at 4% or $83,460 at 6%; with 100% employer match about $93,893 at 4% or $62,595 at 6%. |
| 2023 | 1 | 13 | $1,504,671 | $89,898 | $6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%. |
| The Phillips Tree Retirement Plan | - | 13 | $1,504,671 | $89,898 | $6,915iApproximate average salary by contribution assumption: employee only about $172,881 at 4% or $115,254 at 6%; with 50% employer match about $115,254 at 4% or $76,836 at 6%; with 100% employer match about $86,440 at 4% or $57,627 at 6%. |
| 2022 | 1 | 13 | $1,255,673 | $90,750 | $6,981iApproximate average salary by contribution assumption: employee only about $174,519 at 4% or $116,346 at 6%; with 50% employer match about $116,346 at 4% or $77,564 at 6%; with 100% employer match about $87,260 at 4% or $58,173 at 6%. |
| The Phillips Tree Retirement Plan | - | 13 | $1,255,673 | $90,750 | $6,981iApproximate average salary by contribution assumption: employee only about $174,519 at 4% or $116,346 at 6%; with 50% employer match about $116,346 at 4% or $77,564 at 6%; with 100% employer match about $87,260 at 4% or $58,173 at 6%. |
| 2021 | 1 | 11 | $1,368,512 | $86,462 | $7,860iApproximate average salary by contribution assumption: employee only about $196,505 at 4% or $131,003 at 6%; with 50% employer match about $131,003 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,502 at 6%. |
| The Phillips Tree Retirement Plan | - | 11 | $1,368,512 | $86,462 | $7,860iApproximate average salary by contribution assumption: employee only about $196,505 at 4% or $131,003 at 6%; with 50% employer match about $131,003 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,502 at 6%. |
| 2020 | 1 | 10 | $1,152,663 | $80,056 | $8,006iApproximate average salary by contribution assumption: employee only about $200,140 at 4% or $133,427 at 6%; with 50% employer match about $133,427 at 4% or $88,951 at 6%; with 100% employer match about $100,070 at 4% or $66,713 at 6%. |
| The Phillips Tree Retirement Plan | - | 10 | $1,152,663 | $80,056 | $8,006iApproximate average salary by contribution assumption: employee only about $200,140 at 4% or $133,427 at 6%; with 50% employer match about $133,427 at 4% or $88,951 at 6%; with 100% employer match about $100,070 at 4% or $66,713 at 6%. |
| 2019 | 1 | 9 | $939,514 | $73,604 | $8,178iApproximate average salary by contribution assumption: employee only about $204,456 at 4% or $136,304 at 6%; with 50% employer match about $136,304 at 4% or $90,869 at 6%; with 100% employer match about $102,228 at 4% or $68,152 at 6%. |
| The Phillips Tree Retirement Plan | - | 9 | $939,514 | $73,604 | $8,178iApproximate average salary by contribution assumption: employee only about $204,456 at 4% or $136,304 at 6%; with 50% employer match about $136,304 at 4% or $90,869 at 6%; with 100% employer match about $102,228 at 4% or $68,152 at 6%. |
| 2018 | 1 | 8 | $755,792 | $65,305 | $8,163iApproximate average salary by contribution assumption: employee only about $204,078 at 4% or $136,052 at 6%; with 50% employer match about $136,052 at 4% or $90,701 at 6%; with 100% employer match about $102,039 at 4% or $68,026 at 6%. |
| The Phillips Tree Retirement Plan | - | 8 | $755,792 | $65,305 | $8,163iApproximate average salary by contribution assumption: employee only about $204,078 at 4% or $136,052 at 6%; with 50% employer match about $136,052 at 4% or $90,701 at 6%; with 100% employer match about $102,039 at 4% or $68,026 at 6%. |
| 2017 | 1 | 8 | $717,247 | $64,642 | $8,080iApproximate average salary by contribution assumption: employee only about $202,006 at 4% or $134,671 at 6%; with 50% employer match about $134,671 at 4% or $89,781 at 6%; with 100% employer match about $101,003 at 4% or $67,335 at 6%. |
| The Phillips Tree Retirement Plan | - | 8 | $717,247 | $64,642 | $8,080iApproximate average salary by contribution assumption: employee only about $202,006 at 4% or $134,671 at 6%; with 50% employer match about $134,671 at 4% or $89,781 at 6%; with 100% employer match about $101,003 at 4% or $67,335 at 6%. |
| 2016 | 1 | 8 | $590,186 | $66,495 | $8,312iApproximate average salary by contribution assumption: employee only about $207,797 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,266 at 6%. |
| The Phillips Tree Retirement Plan | - | 8 | $590,186 | $66,495 | $8,312iApproximate average salary by contribution assumption: employee only about $207,797 at 4% or $138,531 at 6%; with 50% employer match about $138,531 at 4% or $92,354 at 6%; with 100% employer match about $103,898 at 4% or $69,266 at 6%. |
| 2015 | 1 | 8 | $512,886 | $68,238 | $8,530iApproximate average salary by contribution assumption: employee only about $213,244 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,775 at 6%; with 100% employer match about $106,622 at 4% or $71,081 at 6%. |
| The Phillips Tree Retirement Plan | - | 8 | $512,886 | $68,238 | $8,530iApproximate average salary by contribution assumption: employee only about $213,244 at 4% or $142,163 at 6%; with 50% employer match about $142,163 at 4% or $94,775 at 6%; with 100% employer match about $106,622 at 4% or $71,081 at 6%. |
| 2014 | 1 | 7 | $472,963 | $68,366 | $9,767iApproximate average salary by contribution assumption: employee only about $244,164 at 4% or $162,776 at 6%; with 50% employer match about $162,776 at 4% or $108,517 at 6%; with 100% employer match about $122,082 at 4% or $81,388 at 6%. |
| The Phillips Tree Retirement Plan | - | 7 | $472,963 | $68,366 | $9,767iApproximate average salary by contribution assumption: employee only about $244,164 at 4% or $162,776 at 6%; with 50% employer match about $162,776 at 4% or $108,517 at 6%; with 100% employer match about $122,082 at 4% or $81,388 at 6%. |
| 2013 | 1 | 7 | $417,681 | $66,258 | $9,465iApproximate average salary by contribution assumption: employee only about $236,636 at 4% or $157,757 at 6%; with 50% employer match about $157,757 at 4% or $105,171 at 6%; with 100% employer match about $118,318 at 4% or $78,879 at 6%. |
| The Phillips Tree Retirement Plan | - | 7 | $417,681 | $66,258 | $9,465iApproximate average salary by contribution assumption: employee only about $236,636 at 4% or $157,757 at 6%; with 50% employer match about $157,757 at 4% or $105,171 at 6%; with 100% employer match about $118,318 at 4% or $78,879 at 6%. |
| 2012 | 1 | 7 | $325,342 | $64,715 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| The Phillips Tree Retirement Plan | - | 7 | $325,342 | $64,715 | $9,245iApproximate average salary by contribution assumption: employee only about $231,125 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,563 at 4% or $77,042 at 6%. |
| 2011 | 1 | 8 | $246,998 | $57,682 | $7,210iApproximate average salary by contribution assumption: employee only about $180,256 at 4% or $120,171 at 6%; with 50% employer match about $120,171 at 4% or $80,114 at 6%; with 100% employer match about $90,128 at 4% or $60,085 at 6%. |
| The Phillips Tree Retirement Plan | - | 8 | $246,998 | $57,682 | $7,210iApproximate average salary by contribution assumption: employee only about $180,256 at 4% or $120,171 at 6%; with 50% employer match about $120,171 at 4% or $80,114 at 6%; with 100% employer match about $90,128 at 4% or $60,085 at 6%. |
| 2010 | 1 | 7 | $191,462 | $55,019 | $7,860iApproximate average salary by contribution assumption: employee only about $196,496 at 4% or $130,998 at 6%; with 50% employer match about $130,998 at 4% or $87,332 at 6%; with 100% employer match about $98,248 at 4% or $65,499 at 6%. |
| The Phillips Tree Retirement Plan | - | 7 | $191,462 | $55,019 | $7,860iApproximate average salary by contribution assumption: employee only about $196,496 at 4% or $130,998 at 6%; with 50% employer match about $130,998 at 4% or $87,332 at 6%; with 100% employer match about $98,248 at 4% or $65,499 at 6%. |
| 2009 | 1 | 6 | $115,663 | $53,378 | $8,896iApproximate average salary by contribution assumption: employee only about $222,408 at 4% or $148,272 at 6%; with 50% employer match about $148,272 at 4% or $98,848 at 6%; with 100% employer match about $111,204 at 4% or $74,136 at 6%. |
| The Phillips Tree Retirement Plan | - | 6 | $115,663 | $53,378 | $8,896iApproximate average salary by contribution assumption: employee only about $222,408 at 4% or $148,272 at 6%; with 50% employer match about $148,272 at 4% or $98,848 at 6%; with 100% employer match about $111,204 at 4% or $74,136 at 6%. |
| 2008 | 1 | 6 | $44,655 | $55,151 | $9,192iApproximate average salary by contribution assumption: employee only about $229,796 at 4% or $153,197 at 6%; with 50% employer match about $153,197 at 4% or $102,131 at 6%; with 100% employer match about $114,898 at 4% or $76,599 at 6%. |
| The Phillips Tree Retirement Plan | - | 6 | $44,655 | $55,151 | $9,192iApproximate average salary by contribution assumption: employee only about $229,796 at 4% or $153,197 at 6%; with 50% employer match about $153,197 at 4% or $102,131 at 6%; with 100% employer match about $114,898 at 4% or $76,599 at 6%. |