Civic Intelligence

Phoenix Medical Services PC

Plan context: PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN

EIN 11-3558267 • Dix Hills, NY • 16 filings • 4 plans

19 Hart PlaceDix Hills, NY 11746
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,672,510

2024 Contributions

$916,791

Historical Graphs

Total Assets Over Time

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

$2,672,510$1,336,255$0201020162024YearValue
$2,672,510Latest year 2024

Participants Over Time

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

23120201020162024YearValue
23Latest year 2024

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
2024223$2,672,510$916,791$39,860iApproximate average salary by contribution assumption: employee only about $996,512 at 4% or $664,341 at 6%; with 50% employer match about $664,341 at 4% or $442,894 at 6%; with 100% employer match about $498,256 at 4% or $332,171 at 6%.
PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN-21$1,907,616$727,398$34,638iApproximate average salary by contribution assumption: employee only about $865,950 at 4% or $577,300 at 6%; with 50% employer match about $577,300 at 4% or $384,867 at 6%; with 100% employer match about $432,975 at 4% or $288,650 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-23$764,894$189,393$8,234iApproximate average salary by contribution assumption: employee only about $205,862 at 4% or $137,241 at 6%; with 50% employer match about $137,241 at 4% or $91,494 at 6%; with 100% employer match about $102,931 at 4% or $68,621 at 6%.
2023218$1,668,082$726,687$40,372iApproximate average salary by contribution assumption: employee only about $1,009,288 at 4% or $672,858 at 6%; with 50% employer match about $672,858 at 4% or $448,572 at 6%; with 100% employer match about $504,644 at 4% or $336,429 at 6%.
PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN-14$1,139,565$567,810$40,558iApproximate average salary by contribution assumption: employee only about $1,013,946 at 4% or $675,964 at 6%; with 50% employer match about $675,964 at 4% or $450,643 at 6%; with 100% employer match about $506,973 at 4% or $337,982 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-18$528,517$158,877$8,827iApproximate average salary by contribution assumption: employee only about $220,663 at 4% or $147,108 at 6%; with 50% employer match about $147,108 at 4% or $98,072 at 6%; with 100% employer match about $110,331 at 4% or $73,554 at 6%.
2022315$1,149,480$882,286$58,819iApproximate average salary by contribution assumption: employee only about $1,470,477 at 4% or $980,318 at 6%; with 50% employer match about $980,318 at 4% or $653,545 at 6%; with 100% employer match about $735,238 at 4% or $490,159 at 6%.
PHOENIX MEDICAL SERVICES, PC CASH BALANCE PLAN-15$564,011$564,011$37,601iApproximate average salary by contribution assumption: employee only about $940,018 at 4% or $626,679 at 6%; with 50% employer match about $626,679 at 4% or $417,786 at 6%; with 100% employer match about $470,009 at 4% or $313,339 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-15$332,998$199,401$13,293iApproximate average salary by contribution assumption: employee only about $332,335 at 4% or $221,557 at 6%; with 50% employer match about $221,557 at 4% or $147,704 at 6%; with 100% employer match about $166,168 at 4% or $110,778 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-7$252,471$118,874$16,982iApproximate average salary by contribution assumption: employee only about $424,550 at 4% or $283,033 at 6%; with 50% employer match about $283,033 at 4% or $188,689 at 6%; with 100% employer match about $212,275 at 4% or $141,517 at 6%.
202117$169,355$96,273$13,753iApproximate average salary by contribution assumption: employee only about $343,832 at 4% or $229,221 at 6%; with 50% employer match about $229,221 at 4% or $152,814 at 6%; with 100% employer match about $171,916 at 4% or $114,611 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-7$169,355$96,273$13,753iApproximate average salary by contribution assumption: employee only about $343,832 at 4% or $229,221 at 6%; with 50% employer match about $229,221 at 4% or $152,814 at 6%; with 100% employer match about $171,916 at 4% or $114,611 at 6%.
202016$62,844$60,909$10,152iApproximate average salary by contribution assumption: employee only about $253,788 at 4% or $169,192 at 6%; with 50% employer match about $169,192 at 4% or $112,794 at 6%; with 100% employer match about $126,894 at 4% or $84,596 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-6$62,844$60,909$10,152iApproximate average salary by contribution assumption: employee only about $253,788 at 4% or $169,192 at 6%; with 50% employer match about $169,192 at 4% or $112,794 at 6%; with 100% employer match about $126,894 at 4% or $84,596 at 6%.
201612$1,926,727$0-
Phoenix Medical Services PC Defined Benefit Pension Plan-2$1,926,727--
201513$2,007,316$0-
Phoenix Medical Services PC Defined Benefit Pension Plan-3$2,007,316--
201413$2,026,246$656,177$218,726iApproximate average salary by contribution assumption: employee only about $5,468,142 at 4% or $3,645,428 at 6%; with 50% employer match about $3,645,428 at 4% or $2,430,285 at 6%; with 100% employer match about $2,734,071 at 4% or $1,822,714 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-3$2,026,246$656,177$218,726iApproximate average salary by contribution assumption: employee only about $5,468,142 at 4% or $3,645,428 at 6%; with 50% employer match about $3,645,428 at 4% or $2,430,285 at 6%; with 100% employer match about $2,734,071 at 4% or $1,822,714 at 6%.
201313$1,289,054$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-3$1,289,054$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
201213$763,042$309,000$103,000iApproximate average salary by contribution assumption: employee only about $2,575,000 at 4% or $1,716,667 at 6%; with 50% employer match about $1,716,667 at 4% or $1,144,444 at 6%; with 100% employer match about $1,287,500 at 4% or $858,333 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-3$763,042$309,000$103,000iApproximate average salary by contribution assumption: employee only about $2,575,000 at 4% or $1,716,667 at 6%; with 50% employer match about $1,716,667 at 4% or $1,144,444 at 6%; with 100% employer match about $1,287,500 at 4% or $858,333 at 6%.
201113$426,492$259,024$86,341iApproximate average salary by contribution assumption: employee only about $2,158,533 at 4% or $1,439,022 at 6%; with 50% employer match about $1,439,022 at 4% or $959,348 at 6%; with 100% employer match about $1,079,267 at 4% or $719,511 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-3$426,492$259,024$86,341iApproximate average salary by contribution assumption: employee only about $2,158,533 at 4% or $1,439,022 at 6%; with 50% employer match about $1,439,022 at 4% or $959,348 at 6%; with 100% employer match about $1,079,267 at 4% or $719,511 at 6%.
201013$156,706$156,706$52,235iApproximate average salary by contribution assumption: employee only about $1,305,883 at 4% or $870,589 at 6%; with 50% employer match about $870,589 at 4% or $580,393 at 6%; with 100% employer match about $652,942 at 4% or $435,294 at 6%.
Phoenix Medical Services PC Defined Benefit Pension Plan-3$156,706$156,706$52,235iApproximate average salary by contribution assumption: employee only about $1,305,883 at 4% or $870,589 at 6%; with 50% employer match about $870,589 at 4% or $580,393 at 6%; with 100% employer match about $652,942 at 4% or $435,294 at 6%.