KERMIT G. PHILLIPS II CHARITABLE TRUST
Plan context: PHILLIPS FOUNDATION 403(B) PLAN
EIN 04-6977585 • Dallas, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$658,180
2024 Contributions
$75,116
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 | 9 | $658,180 | $75,116 | $8,346iApproximate average salary by contribution assumption: employee only about $208,656 at 4% or $139,104 at 6%; with 50% employer match about $139,104 at 4% or $92,736 at 6%; with 100% employer match about $104,328 at 4% or $69,552 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 9 | $658,180 | $75,116 | $8,346iApproximate average salary by contribution assumption: employee only about $208,656 at 4% or $139,104 at 6%; with 50% employer match about $139,104 at 4% or $92,736 at 6%; with 100% employer match about $104,328 at 4% or $69,552 at 6%. |
| 2023 | 1 | 7 | $507,106 | $112,838 | $16,120iApproximate average salary by contribution assumption: employee only about $402,993 at 4% or $268,662 at 6%; with 50% employer match about $268,662 at 4% or $179,108 at 6%; with 100% employer match about $201,496 at 4% or $134,331 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 7 | $507,106 | $112,838 | $16,120iApproximate average salary by contribution assumption: employee only about $402,993 at 4% or $268,662 at 6%; with 50% employer match about $268,662 at 4% or $179,108 at 6%; with 100% employer match about $201,496 at 4% or $134,331 at 6%. |
| 2022 | 1 | 8 | $347,790 | $93,306 | $11,663iApproximate average salary by contribution assumption: employee only about $291,581 at 4% or $194,388 at 6%; with 50% employer match about $194,388 at 4% or $129,592 at 6%; with 100% employer match about $145,791 at 4% or $97,194 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 8 | $347,790 | $93,306 | $11,663iApproximate average salary by contribution assumption: employee only about $291,581 at 4% or $194,388 at 6%; with 50% employer match about $194,388 at 4% or $129,592 at 6%; with 100% employer match about $145,791 at 4% or $97,194 at 6%. |
| 2021 | 1 | 5 | $312,965 | $53,874 | $10,775iApproximate average salary by contribution assumption: employee only about $269,370 at 4% or $179,580 at 6%; with 50% employer match about $179,580 at 4% or $119,720 at 6%; with 100% employer match about $134,685 at 4% or $89,790 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 5 | $312,965 | $53,874 | $10,775iApproximate average salary by contribution assumption: employee only about $269,370 at 4% or $179,580 at 6%; with 50% employer match about $179,580 at 4% or $119,720 at 6%; with 100% employer match about $134,685 at 4% or $89,790 at 6%. |
| 2020 | 1 | 5 | $226,626 | $45,468 | $9,094iApproximate average salary by contribution assumption: employee only about $227,340 at 4% or $151,560 at 6%; with 50% employer match about $151,560 at 4% or $101,040 at 6%; with 100% employer match about $113,670 at 4% or $75,780 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 5 | $226,626 | $45,468 | $9,094iApproximate average salary by contribution assumption: employee only about $227,340 at 4% or $151,560 at 6%; with 50% employer match about $151,560 at 4% or $101,040 at 6%; with 100% employer match about $113,670 at 4% or $75,780 at 6%. |
| 2019 | 1 | 4 | $148,885 | $29,308 | $7,327iApproximate average salary by contribution assumption: employee only about $183,175 at 4% or $122,117 at 6%; with 50% employer match about $122,117 at 4% or $81,411 at 6%; with 100% employer match about $91,588 at 4% or $61,058 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 4 | $148,885 | $29,308 | $7,327iApproximate average salary by contribution assumption: employee only about $183,175 at 4% or $122,117 at 6%; with 50% employer match about $122,117 at 4% or $81,411 at 6%; with 100% employer match about $91,588 at 4% or $61,058 at 6%. |
| 2018 | 1 | 2 | $95,600 | $29,564 | $14,782iApproximate average salary by contribution assumption: employee only about $369,550 at 4% or $246,367 at 6%; with 50% employer match about $246,367 at 4% or $164,244 at 6%; with 100% employer match about $184,775 at 4% or $123,183 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 2 | $95,600 | $29,564 | $14,782iApproximate average salary by contribution assumption: employee only about $369,550 at 4% or $246,367 at 6%; with 50% employer match about $246,367 at 4% or $164,244 at 6%; with 100% employer match about $184,775 at 4% or $123,183 at 6%. |
| 2017 | 1 | 2 | $73,239 | $26,470 | $13,235iApproximate average salary by contribution assumption: employee only about $330,875 at 4% or $220,583 at 6%; with 50% employer match about $220,583 at 4% or $147,056 at 6%; with 100% employer match about $165,438 at 4% or $110,292 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 2 | $73,239 | $26,470 | $13,235iApproximate average salary by contribution assumption: employee only about $330,875 at 4% or $220,583 at 6%; with 50% employer match about $220,583 at 4% or $147,056 at 6%; with 100% employer match about $165,438 at 4% or $110,292 at 6%. |
| 2016 | 1 | 2 | $37,441 | $23,188 | $11,594iApproximate average salary by contribution assumption: employee only about $289,850 at 4% or $193,233 at 6%; with 50% employer match about $193,233 at 4% or $128,822 at 6%; with 100% employer match about $144,925 at 4% or $96,617 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 2 | $37,441 | $23,188 | $11,594iApproximate average salary by contribution assumption: employee only about $289,850 at 4% or $193,233 at 6%; with 50% employer match about $193,233 at 4% or $128,822 at 6%; with 100% employer match about $144,925 at 4% or $96,617 at 6%. |
| 2015 | 1 | 1 | $12,688 | $12,189 | $12,189iApproximate average salary by contribution assumption: employee only about $304,725 at 4% or $203,150 at 6%; with 50% employer match about $203,150 at 4% or $135,433 at 6%; with 100% employer match about $152,363 at 4% or $101,575 at 6%. |
| PHILLIPS FOUNDATION 403(B) PLAN | - | 1 | $12,688 | $12,189 | $12,189iApproximate average salary by contribution assumption: employee only about $304,725 at 4% or $203,150 at 6%; with 50% employer match about $203,150 at 4% or $135,433 at 6%; with 100% employer match about $152,363 at 4% or $101,575 at 6%. |