Russell Phillips & Associates LLC
Plan context: Russell Phillips & Associates LLC 401(K) Plan
EIN 06-1648671 • Fairport, NY • 16 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
43
2018 Assets
$4,951,868
2018 Contributions
$562,825
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Russell Phillips & Associates LLC 401(K) Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 43 | $4,951,868 | $562,825 | $13,089iApproximate average salary by contribution assumption: employee only about $327,224 at 4% or $218,149 at 6%; with 50% employer match about $218,149 at 4% or $145,433 at 6%; with 100% employer match about $163,612 at 4% or $109,075 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 43 | $4,951,868 | $562,825 | $13,089iApproximate average salary by contribution assumption: employee only about $327,224 at 4% or $218,149 at 6%; with 50% employer match about $218,149 at 4% or $145,433 at 6%; with 100% employer match about $163,612 at 4% or $109,075 at 6%. |
| 2016 | 1 | 42 | $4,058,606 | $336,732 | $8,017iApproximate average salary by contribution assumption: employee only about $200,436 at 4% or $133,624 at 6%; with 50% employer match about $133,624 at 4% or $89,083 at 6%; with 100% employer match about $100,218 at 4% or $66,812 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 42 | $4,058,606 | $336,732 | $8,017iApproximate average salary by contribution assumption: employee only about $200,436 at 4% or $133,624 at 6%; with 50% employer match about $133,624 at 4% or $89,083 at 6%; with 100% employer match about $100,218 at 4% or $66,812 at 6%. |
| 2015 | 1 | 38 | $3,522,637 | $389,205 | $10,242iApproximate average salary by contribution assumption: employee only about $256,056 at 4% or $170,704 at 6%; with 50% employer match about $170,704 at 4% or $113,803 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 38 | $3,522,637 | $389,205 | $10,242iApproximate average salary by contribution assumption: employee only about $256,056 at 4% or $170,704 at 6%; with 50% employer match about $170,704 at 4% or $113,803 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%. |
| 2014 | 1 | 37 | $3,475,653 | $325,447 | $8,796iApproximate average salary by contribution assumption: employee only about $219,897 at 4% or $146,598 at 6%; with 50% employer match about $146,598 at 4% or $97,732 at 6%; with 100% employer match about $109,948 at 4% or $73,299 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 37 | $3,475,653 | $325,447 | $8,796iApproximate average salary by contribution assumption: employee only about $219,897 at 4% or $146,598 at 6%; with 50% employer match about $146,598 at 4% or $97,732 at 6%; with 100% employer match about $109,948 at 4% or $73,299 at 6%. |
| 2013 | 1 | 33 | $2,987,375 | $385,679 | $11,687iApproximate average salary by contribution assumption: employee only about $292,181 at 4% or $194,787 at 6%; with 50% employer match about $194,787 at 4% or $129,858 at 6%; with 100% employer match about $146,091 at 4% or $97,394 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 33 | $2,987,375 | $385,679 | $11,687iApproximate average salary by contribution assumption: employee only about $292,181 at 4% or $194,787 at 6%; with 50% employer match about $194,787 at 4% or $129,858 at 6%; with 100% employer match about $146,091 at 4% or $97,394 at 6%. |
| 2012 | 1 | 32 | $2,072,251 | $185,306 | $5,791iApproximate average salary by contribution assumption: employee only about $144,770 at 4% or $96,514 at 6%; with 50% employer match about $96,514 at 4% or $64,342 at 6%; with 100% employer match about $72,385 at 4% or $48,257 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 32 | $2,072,251 | $185,306 | $5,791iApproximate average salary by contribution assumption: employee only about $144,770 at 4% or $96,514 at 6%; with 50% employer match about $96,514 at 4% or $64,342 at 6%; with 100% employer match about $72,385 at 4% or $48,257 at 6%. |
| 2011 | 1 | 30 | $1,656,149 | $213,343 | $7,111iApproximate average salary by contribution assumption: employee only about $177,786 at 4% or $118,524 at 6%; with 50% employer match about $118,524 at 4% or $79,016 at 6%; with 100% employer match about $88,893 at 4% or $59,262 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 30 | $1,656,149 | $213,343 | $7,111iApproximate average salary by contribution assumption: employee only about $177,786 at 4% or $118,524 at 6%; with 50% employer match about $118,524 at 4% or $79,016 at 6%; with 100% employer match about $88,893 at 4% or $59,262 at 6%. |
| 2010 | 1 | 30 | $1,525,724 | $260,640 | $8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 30 | $1,525,724 | $260,640 | $8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%. |
| 2009 | 1 | 28 | $1,073,783 | $273,432 | $9,765iApproximate average salary by contribution assumption: employee only about $244,136 at 4% or $162,757 at 6%; with 50% employer match about $162,757 at 4% or $108,505 at 6%; with 100% employer match about $122,068 at 4% or $81,379 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 28 | $1,073,783 | $273,432 | $9,765iApproximate average salary by contribution assumption: employee only about $244,136 at 4% or $162,757 at 6%; with 50% employer match about $162,757 at 4% or $108,505 at 6%; with 100% employer match about $122,068 at 4% or $81,379 at 6%. |
| 2008 | 1 | 27 | $634,900 | $231,555 | $8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,201 at 4% or $71,468 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 27 | $634,900 | $231,555 | $8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,201 at 4% or $71,468 at 6%. |
| 2007 | 1 | 26 | $731,085 | $160,372 | $6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 26 | $731,085 | $160,372 | $6,168iApproximate average salary by contribution assumption: employee only about $154,204 at 4% or $102,803 at 6%; with 50% employer match about $102,803 at 4% or $68,535 at 6%; with 100% employer match about $77,102 at 4% or $51,401 at 6%. |
| 2006 | 1 | 21 | $497,943 | $117,482 | $5,594iApproximate average salary by contribution assumption: employee only about $139,860 at 4% or $93,240 at 6%; with 50% employer match about $93,240 at 4% or $62,160 at 6%; with 100% employer match about $69,930 at 4% or $46,620 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 21 | $497,943 | $117,482 | $5,594iApproximate average salary by contribution assumption: employee only about $139,860 at 4% or $93,240 at 6%; with 50% employer match about $93,240 at 4% or $62,160 at 6%; with 100% employer match about $69,930 at 4% or $46,620 at 6%. |
| 2005 | 1 | 19 | $377,810 | $139,009 | $7,316iApproximate average salary by contribution assumption: employee only about $182,907 at 4% or $121,938 at 6%; with 50% employer match about $121,938 at 4% or $81,292 at 6%; with 100% employer match about $91,453 at 4% or $60,969 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 19 | $377,810 | $139,009 | $7,316iApproximate average salary by contribution assumption: employee only about $182,907 at 4% or $121,938 at 6%; with 50% employer match about $121,938 at 4% or $81,292 at 6%; with 100% employer match about $91,453 at 4% or $60,969 at 6%. |
| 2004 | 1 | 17 | $217,781 | $100,332 | $5,902iApproximate average salary by contribution assumption: employee only about $147,547 at 4% or $98,365 at 6%; with 50% employer match about $98,365 at 4% or $65,576 at 6%; with 100% employer match about $73,774 at 4% or $49,182 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 17 | $217,781 | $100,332 | $5,902iApproximate average salary by contribution assumption: employee only about $147,547 at 4% or $98,365 at 6%; with 50% employer match about $98,365 at 4% or $65,576 at 6%; with 100% employer match about $73,774 at 4% or $49,182 at 6%. |
| 2003 | 1 | 14 | $107,119 | $100,960 | $7,211iApproximate average salary by contribution assumption: employee only about $180,286 at 4% or $120,190 at 6%; with 50% employer match about $120,190 at 4% or $80,127 at 6%; with 100% employer match about $90,143 at 4% or $60,095 at 6%. |
| Russell Phillips & Associates LLC 401(K) Plan | - | 14 | $107,119 | $100,960 | $7,211iApproximate average salary by contribution assumption: employee only about $180,286 at 4% or $120,190 at 6%; with 50% employer match about $120,190 at 4% or $80,127 at 6%; with 100% employer match about $90,143 at 4% or $60,095 at 6%. |