Civic Intelligence

Phz Capital Partners Inc.

Plan context: Phz Capital Partners 401K Plan

EIN 04-3282198 • Lincoln, MA • 10 filings • 1 plans

53 Stonehedge RdLincoln, MA 01773
Current Snapshot

Latest Year

2009

2009 Participants

8

2009 Assets

$1,734,284

2009 Contributions

$163,290

Historical Graphs

Total Assets Over Time

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

$1,734,284$867,142$0199920042007YearValue
$1,734,284Latest year 2007

Participants Over Time

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

1470199920032007YearValue
8Latest year 2007

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
200910$0$0-
Phz Capital Partners 401K Plan-0---
200718$1,734,284$163,290$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,188 at 6%; with 50% employer match about $340,188 at 4% or $226,792 at 6%; with 100% employer match about $255,141 at 4% or $170,094 at 6%.
Phz Capital Partners 401K Plan-8$1,734,284$163,290$20,411iApproximate average salary by contribution assumption: employee only about $510,281 at 4% or $340,188 at 6%; with 50% employer match about $340,188 at 4% or $226,792 at 6%; with 100% employer match about $255,141 at 4% or $170,094 at 6%.
200619$1,494,275$189,726$21,081iApproximate average salary by contribution assumption: employee only about $527,017 at 4% or $351,344 at 6%; with 50% employer match about $351,344 at 4% or $234,230 at 6%; with 100% employer match about $263,508 at 4% or $175,672 at 6%.
Phz Capital Partners 401K Plan-9$1,494,275$189,726$21,081iApproximate average salary by contribution assumption: employee only about $527,017 at 4% or $351,344 at 6%; with 50% employer match about $351,344 at 4% or $234,230 at 6%; with 100% employer match about $263,508 at 4% or $175,672 at 6%.
2005114$1,291,315$214,239$15,303iApproximate average salary by contribution assumption: employee only about $382,570 at 4% or $255,046 at 6%; with 50% employer match about $255,046 at 4% or $170,031 at 6%; with 100% employer match about $191,285 at 4% or $127,523 at 6%.
Phz Capital Partners 401K Plan-14$1,291,315$214,239$15,303iApproximate average salary by contribution assumption: employee only about $382,570 at 4% or $255,046 at 6%; with 50% employer match about $255,046 at 4% or $170,031 at 6%; with 100% employer match about $191,285 at 4% or $127,523 at 6%.
2004112$994,232$179,345$14,945iApproximate average salary by contribution assumption: employee only about $373,635 at 4% or $249,090 at 6%; with 50% employer match about $249,090 at 4% or $166,060 at 6%; with 100% employer match about $186,818 at 4% or $124,545 at 6%.
Phz Capital Partners 401K Plan-12$994,232$179,345$14,945iApproximate average salary by contribution assumption: employee only about $373,635 at 4% or $249,090 at 6%; with 50% employer match about $249,090 at 4% or $166,060 at 6%; with 100% employer match about $186,818 at 4% or $124,545 at 6%.
2003112$746,104$161,287$13,441iApproximate average salary by contribution assumption: employee only about $336,015 at 4% or $224,010 at 6%; with 50% employer match about $224,010 at 4% or $149,340 at 6%; with 100% employer match about $168,007 at 4% or $112,005 at 6%.
Phz Capital Partners 401K Plan-12$746,104$161,287$13,441iApproximate average salary by contribution assumption: employee only about $336,015 at 4% or $224,010 at 6%; with 50% employer match about $224,010 at 4% or $149,340 at 6%; with 100% employer match about $168,007 at 4% or $112,005 at 6%.
2002111$471,077$160,795$14,618iApproximate average salary by contribution assumption: employee only about $365,443 at 4% or $243,629 at 6%; with 50% employer match about $243,629 at 4% or $162,419 at 6%; with 100% employer match about $182,722 at 4% or $121,814 at 6%.
Phz Capital Partners 401K Plan-11$471,077$160,795$14,618iApproximate average salary by contribution assumption: employee only about $365,443 at 4% or $243,629 at 6%; with 50% employer match about $243,629 at 4% or $162,419 at 6%; with 100% employer match about $182,722 at 4% or $121,814 at 6%.
200119$0$0-
Phz Capital Partners 401K Plan-9---
200018$326,596$117,450$14,681iApproximate average salary by contribution assumption: employee only about $367,031 at 4% or $244,688 at 6%; with 50% employer match about $244,688 at 4% or $163,125 at 6%; with 100% employer match about $183,516 at 4% or $122,344 at 6%.
Phz Capital Partners 401K Plan-8$326,596$117,450$14,681iApproximate average salary by contribution assumption: employee only about $367,031 at 4% or $244,688 at 6%; with 50% employer match about $244,688 at 4% or $163,125 at 6%; with 100% employer match about $183,516 at 4% or $122,344 at 6%.
199916$275,097$65,656$10,943iApproximate average salary by contribution assumption: employee only about $273,567 at 4% or $182,378 at 6%; with 50% employer match about $182,378 at 4% or $121,585 at 6%; with 100% employer match about $136,783 at 4% or $91,189 at 6%.
Phz Capital Partners 401K Plan-6$275,097$65,656$10,943iApproximate average salary by contribution assumption: employee only about $273,567 at 4% or $182,378 at 6%; with 50% employer match about $182,378 at 4% or $121,585 at 6%; with 100% employer match about $136,783 at 4% or $91,189 at 6%.