Mark D Phillips
Plan context: MARK D. PHILLIPS DEFINED BENEFIT PLAN
EIN 06-1350381 • Westport, CT • 40 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$4,656,201
2024 Contributions
$53,796
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 | 2 | 2 | $4,656,201 | $53,796 | $26,898iApproximate average salary by contribution assumption: employee only about $672,450 at 4% or $448,300 at 6%; with 50% employer match about $448,300 at 4% or $298,867 at 6%; with 100% employer match about $336,225 at 4% or $224,150 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $3,486,269 | $0 | - |
| Mark D Phillips Profit Sharing Plan | - | 2 | $1,169,932 | $53,796 | $26,898iApproximate average salary by contribution assumption: employee only about $672,450 at 4% or $448,300 at 6%; with 50% employer match about $448,300 at 4% or $298,867 at 6%; with 100% employer match about $336,225 at 4% or $224,150 at 6%. |
| 2023 | 2 | 2 | $3,624,140 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $2,675,211 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 1 | $948,929 | - | - |
| 2022 | 2 | 2 | $2,898,807 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $2,114,697 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 1 | $784,110 | - | - |
| 2021 | 1 | 2 | $2,610,439 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $2,610,439 | $150,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2020 | 1 | 2 | $2,224,041 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $2,224,041 | $50,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2019 | 2 | 2 | $2,577,029 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $1,864,519 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 1 | $712,510 | - | - |
| 2018 | 2 | 2 | $1,639,110 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $1,113,648 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $525,462 | - | - |
| 2017 | 2 | 2 | $1,699,518 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $1,147,513 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $552,005 | - | - |
| 2016 | 2 | 2 | $1,482,239 | $383,000 | $191,500iApproximate average salary by contribution assumption: employee only about $4,787,500 at 4% or $3,191,667 at 6%; with 50% employer match about $3,191,667 at 4% or $2,127,778 at 6%; with 100% employer match about $2,393,750 at 4% or $1,595,833 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $1,001,326 | $383,000 | $191,500iApproximate average salary by contribution assumption: employee only about $4,787,500 at 4% or $3,191,667 at 6%; with 50% employer match about $3,191,667 at 4% or $2,127,778 at 6%; with 100% employer match about $2,393,750 at 4% or $1,595,833 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $480,913 | - | - |
| 2015 | 2 | 2 | $1,114,954 | $225,000 | $112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%. |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $621,535 | $225,000 | $112,500iApproximate average salary by contribution assumption: employee only about $2,812,500 at 4% or $1,875,000 at 6%; with 50% employer match about $1,875,000 at 4% or $1,250,000 at 6%; with 100% employer match about $1,406,250 at 4% or $937,500 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $493,419 | - | - |
| 2014 | 2 | 2 | $904,028 | $203,996 | $101,998iApproximate average salary by contribution assumption: employee only about $2,549,950 at 4% or $1,699,967 at 6%; with 50% employer match about $1,699,967 at 4% or $1,133,311 at 6%; with 100% employer match about $1,274,975 at 4% or $849,983 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 1 | $490,091 | - | - |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $413,937 | $203,996 | $101,998iApproximate average salary by contribution assumption: employee only about $2,549,950 at 4% or $1,699,967 at 6%; with 50% employer match about $1,699,967 at 4% or $1,133,311 at 6%; with 100% employer match about $1,274,975 at 4% or $849,983 at 6%. |
| 2013 | 2 | 2 | $649,472 | $218,252 | $109,126iApproximate average salary by contribution assumption: employee only about $2,728,150 at 4% or $1,818,767 at 6%; with 50% employer match about $1,818,767 at 4% or $1,212,511 at 6%; with 100% employer match about $1,364,075 at 4% or $909,383 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $431,220 | - | - |
| MARK D. PHILLIPS DEFINED BENEFIT PLAN | - | 2 | $218,252 | $218,252 | $109,126iApproximate average salary by contribution assumption: employee only about $2,728,150 at 4% or $1,818,767 at 6%; with 50% employer match about $1,818,767 at 4% or $1,212,511 at 6%; with 100% employer match about $1,364,075 at 4% or $909,383 at 6%. |
| 2012 | 1 | 3 | $339,059 | $42,752 | $14,251iApproximate average salary by contribution assumption: employee only about $356,267 at 4% or $237,511 at 6%; with 50% employer match about $237,511 at 4% or $158,341 at 6%; with 100% employer match about $178,133 at 4% or $118,756 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 3 | $339,059 | $42,752 | $14,251iApproximate average salary by contribution assumption: employee only about $356,267 at 4% or $237,511 at 6%; with 50% employer match about $237,511 at 4% or $158,341 at 6%; with 100% employer match about $178,133 at 4% or $118,756 at 6%. |
| 2011 | 1 | 1 | $264,451 | $0 | - |
| Mark D Phillips Profit Sharing Plan | - | 1 | $264,451 | - | - |
| 2010 | 1 | 1 | $278,058 | $0 | - |
| Mark D Phillips Profit Sharing Plan | - | 1 | $278,058 | - | - |
| 2009 | 1 | 2 | $255,657 | $56,032 | $28,016iApproximate average salary by contribution assumption: employee only about $700,400 at 4% or $466,933 at 6%; with 50% employer match about $466,933 at 4% or $311,289 at 6%; with 100% employer match about $350,200 at 4% or $233,467 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $255,657 | $56,032 | $28,016iApproximate average salary by contribution assumption: employee only about $700,400 at 4% or $466,933 at 6%; with 50% employer match about $466,933 at 4% or $311,289 at 6%; with 100% employer match about $350,200 at 4% or $233,467 at 6%. |
| 2008 | 1 | 3 | $170,007 | $16,365 | $5,455iApproximate average salary by contribution assumption: employee only about $136,375 at 4% or $90,917 at 6%; with 50% employer match about $90,917 at 4% or $60,611 at 6%; with 100% employer match about $68,188 at 4% or $45,458 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 3 | $170,007 | $16,365 | $5,455iApproximate average salary by contribution assumption: employee only about $136,375 at 4% or $90,917 at 6%; with 50% employer match about $90,917 at 4% or $60,611 at 6%; with 100% employer match about $68,188 at 4% or $45,458 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Mark D Phillips Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $171,736 | $16,015 | $8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $171,736 | $16,015 | $8,008iApproximate average salary by contribution assumption: employee only about $200,188 at 4% or $133,458 at 6%; with 50% employer match about $133,458 at 4% or $88,972 at 6%; with 100% employer match about $100,094 at 4% or $66,729 at 6%. |
| 2005 | 1 | 2 | $153,138 | $15,220 | $7,610iApproximate average salary by contribution assumption: employee only about $190,250 at 4% or $126,833 at 6%; with 50% employer match about $126,833 at 4% or $84,556 at 6%; with 100% employer match about $95,125 at 4% or $63,417 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $153,138 | $15,220 | $7,610iApproximate average salary by contribution assumption: employee only about $190,250 at 4% or $126,833 at 6%; with 50% employer match about $126,833 at 4% or $84,556 at 6%; with 100% employer match about $95,125 at 4% or $63,417 at 6%. |
| 2004 | 2 | 2 | $132,348 | $74,297 | $37,149iApproximate average salary by contribution assumption: employee only about $928,713 at 4% or $619,142 at 6%; with 50% employer match about $619,142 at 4% or $412,761 at 6%; with 100% employer match about $464,356 at 4% or $309,571 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | $132,348 | $74,297 | $37,149iApproximate average salary by contribution assumption: employee only about $928,713 at 4% or $619,142 at 6%; with 50% employer match about $619,142 at 4% or $412,761 at 6%; with 100% employer match about $464,356 at 4% or $309,571 at 6%. |
| MARK D PHILLIPS MONEY PURCHASE PLAN | - | 2 | - | - | - |
| 2003 | 2 | 2 | $46,064 | $0 | - |
| MARK D. PHILLIPS MONEY PURCHASE PLAN | - | 2 | $46,064 | - | - |
| Mark D Phillips Profit Sharing Plan | - | 2 | - | - | - |
| 2002 | 2 | 2 | $0 | $0 | - |
| Mark D Phillips Profit Sharing Plan | - | 2 | - | - | - |
| MARK D. PHILLIPS MONEY PURCHASE PLAN | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| MARK D. PHILLIPS MONEY PURCHASE PLAN | - | 2 | - | - | - |
| Mark D Phillips Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $41,515 | $6,586 | $3,293iApproximate average salary by contribution assumption: employee only about $82,325 at 4% or $54,883 at 6%; with 50% employer match about $54,883 at 4% or $36,589 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%. |
| MARK D. PHILLIPS MONEY PURCHASE PLAN | - | 2 | $41,515 | $6,586 | $3,293iApproximate average salary by contribution assumption: employee only about $82,325 at 4% or $54,883 at 6%; with 50% employer match about $54,883 at 4% or $36,589 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%. |
| Mark D Phillips Profit Sharing Plan | - | 2 | - | - | - |