Phoenix Management Corp
Plan context: Phoenix Management Corp 401K Profit Sharing Plan & Trust
EIN 06-1285072 • Stamford, CT • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$668,320
2024 Contributions
$14,900
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 | 2 | $668,320 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $668,320 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| 2023 | 1 | 2 | $565,965 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $565,965 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| 2022 | 1 | 2 | $462,205 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $462,205 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| 2021 | 1 | 2 | $563,214 | $16,100 | $8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $563,214 | $16,100 | $8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%. |
| 2020 | 1 | 2 | $453,765 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $453,765 | $14,900 | $7,450iApproximate average salary by contribution assumption: employee only about $186,250 at 4% or $124,167 at 6%; with 50% employer match about $124,167 at 4% or $82,778 at 6%; with 100% employer match about $93,125 at 4% or $62,083 at 6%. |
| 2019 | 1 | 2 | $369,703 | $15,166 | $7,583iApproximate average salary by contribution assumption: employee only about $189,575 at 4% or $126,383 at 6%; with 50% employer match about $126,383 at 4% or $84,256 at 6%; with 100% employer match about $94,788 at 4% or $63,192 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 2 | $369,703 | $15,166 | $7,583iApproximate average salary by contribution assumption: employee only about $189,575 at 4% or $126,383 at 6%; with 50% employer match about $126,383 at 4% or $84,256 at 6%; with 100% employer match about $94,788 at 4% or $63,192 at 6%. |
| 2018 | 1 | 3 | $284,307 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 3 | $284,307 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| 2017 | 1 | 3 | $287,088 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 3 | $287,088 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| 2016 | 1 | 3 | $225,052 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 3 | $225,052 | $14,880 | $4,960iApproximate average salary by contribution assumption: employee only about $124,000 at 4% or $82,667 at 6%; with 50% employer match about $82,667 at 4% or $55,111 at 6%; with 100% employer match about $62,000 at 4% or $41,333 at 6%. |
| 2015 | 1 | 3 | $199,723 | $15,034 | $5,011iApproximate average salary by contribution assumption: employee only about $125,283 at 4% or $83,522 at 6%; with 50% employer match about $83,522 at 4% or $55,681 at 6%; with 100% employer match about $62,642 at 4% or $41,761 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 3 | $199,723 | $15,034 | $5,011iApproximate average salary by contribution assumption: employee only about $125,283 at 4% or $83,522 at 6%; with 50% employer match about $83,522 at 4% or $55,681 at 6%; with 100% employer match about $62,642 at 4% or $41,761 at 6%. |
| 2014 | 1 | 4 | $244,378 | $18,396 | $4,599iApproximate average salary by contribution assumption: employee only about $114,975 at 4% or $76,650 at 6%; with 50% employer match about $76,650 at 4% or $51,100 at 6%; with 100% employer match about $57,488 at 4% or $38,325 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 4 | $244,378 | $18,396 | $4,599iApproximate average salary by contribution assumption: employee only about $114,975 at 4% or $76,650 at 6%; with 50% employer match about $76,650 at 4% or $51,100 at 6%; with 100% employer match about $57,488 at 4% or $38,325 at 6%. |
| 2013 | 1 | 5 | $314,132 | $19,158 | $3,832iApproximate average salary by contribution assumption: employee only about $95,790 at 4% or $63,860 at 6%; with 50% employer match about $63,860 at 4% or $42,573 at 6%; with 100% employer match about $47,895 at 4% or $31,930 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 5 | $314,132 | $19,158 | $3,832iApproximate average salary by contribution assumption: employee only about $95,790 at 4% or $63,860 at 6%; with 50% employer match about $63,860 at 4% or $42,573 at 6%; with 100% employer match about $47,895 at 4% or $31,930 at 6%. |
| 2012 | 1 | 6 | $555,179 | $37,241 | $6,207iApproximate average salary by contribution assumption: employee only about $155,171 at 4% or $103,447 at 6%; with 50% employer match about $103,447 at 4% or $68,965 at 6%; with 100% employer match about $77,585 at 4% or $51,724 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 6 | $555,179 | $37,241 | $6,207iApproximate average salary by contribution assumption: employee only about $155,171 at 4% or $103,447 at 6%; with 50% employer match about $103,447 at 4% or $68,965 at 6%; with 100% employer match about $77,585 at 4% or $51,724 at 6%. |
| 2011 | 1 | 7 | $769,762 | $41,074 | $5,868iApproximate average salary by contribution assumption: employee only about $146,693 at 4% or $97,795 at 6%; with 50% employer match about $97,795 at 4% or $65,197 at 6%; with 100% employer match about $73,346 at 4% or $48,898 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 7 | $769,762 | $41,074 | $5,868iApproximate average salary by contribution assumption: employee only about $146,693 at 4% or $97,795 at 6%; with 50% employer match about $97,795 at 4% or $65,197 at 6%; with 100% employer match about $73,346 at 4% or $48,898 at 6%. |
| 2001 | 1 | 5 | $51,517 | $19,582 | $3,916iApproximate average salary by contribution assumption: employee only about $97,910 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,516 at 6%; with 100% employer match about $48,955 at 4% or $32,637 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 5 | $51,517 | $19,582 | $3,916iApproximate average salary by contribution assumption: employee only about $97,910 at 4% or $65,273 at 6%; with 50% employer match about $65,273 at 4% or $43,516 at 6%; with 100% employer match about $48,955 at 4% or $32,637 at 6%. |
| 2000 | 1 | 6 | $34,985 | $28,091 | $4,682iApproximate average salary by contribution assumption: employee only about $117,046 at 4% or $78,031 at 6%; with 50% employer match about $78,031 at 4% or $52,020 at 6%; with 100% employer match about $58,523 at 4% or $39,015 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 6 | $34,985 | $28,091 | $4,682iApproximate average salary by contribution assumption: employee only about $117,046 at 4% or $78,031 at 6%; with 50% employer match about $78,031 at 4% or $52,020 at 6%; with 100% employer match about $58,523 at 4% or $39,015 at 6%. |
| 1999 | 1 | 7 | $21,388 | $19,728 | $2,818iApproximate average salary by contribution assumption: employee only about $70,457 at 4% or $46,971 at 6%; with 50% employer match about $46,971 at 4% or $31,314 at 6%; with 100% employer match about $35,229 at 4% or $23,486 at 6%. |
| Phoenix Management Corp 401K Profit Sharing Plan & Trust | - | 7 | $21,388 | $19,728 | $2,818iApproximate average salary by contribution assumption: employee only about $70,457 at 4% or $46,971 at 6%; with 50% employer match about $46,971 at 4% or $31,314 at 6%; with 100% employer match about $35,229 at 4% or $23,486 at 6%. |