Civic Intelligence

Phoenix Investment Management Compa

Plan context: Phoenix Investment Management Company Money Purchase Pension Plan

EIN 05-0438516 • 3 filings • 1 plans

Current Snapshot

Latest Year

2001

2001 Participants

7

2001 Assets

$1,684,729

2001 Contributions

$20,960

Historical Graphs

Total Assets Over Time

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

$1,684,729$842,365$019992000YearValue
$1,684,729Latest year 2000

Participants Over Time

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

74019992000YearValue
7Latest year 2000

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
200110$0$0-
Phoenix Investment Management Company Money Purchase Pension Plan-0---
200017$1,684,729$20,960$2,994iApproximate average salary by contribution assumption: employee only about $74,857 at 4% or $49,905 at 6%; with 50% employer match about $49,905 at 4% or $33,270 at 6%; with 100% employer match about $37,429 at 4% or $24,952 at 6%.
Phoenix Investment Management Company Money Purchase Pension Plan-7$1,684,729$20,960$2,994iApproximate average salary by contribution assumption: employee only about $74,857 at 4% or $49,905 at 6%; with 50% employer match about $49,905 at 4% or $33,270 at 6%; with 100% employer match about $37,429 at 4% or $24,952 at 6%.
199915$1,499,177$75,025$15,005iApproximate average salary by contribution assumption: employee only about $375,125 at 4% or $250,083 at 6%; with 50% employer match about $250,083 at 4% or $166,722 at 6%; with 100% employer match about $187,563 at 4% or $125,042 at 6%.
Phoenix Investment Management Company Money Purchase Pension Plan-5$1,499,177$75,025$15,005iApproximate average salary by contribution assumption: employee only about $375,125 at 4% or $250,083 at 6%; with 50% employer match about $250,083 at 4% or $166,722 at 6%; with 100% employer match about $187,563 at 4% or $125,042 at 6%.