Civic Intelligence

Philippe Investment Management Inc

Plan context: Philippe Investment 401(K) Profit Sharing Plan & Trust

EIN 13-3094763 • New York, NY • 37 filings • 9 plans

One Penn PlazaSuite 1628New York, NY 10119
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$233,952

2019 Contributions

$8,415

Historical Graphs

Total Assets Over Time

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

$1,127,838$563,919$0199920102018YearValue
$233,952Latest year 2018

Participants Over Time

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

1370199920092018YearValue
3Latest year 2018

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
201910$0$8,415-
Philippe Investment 401(K) Profit Sharing Plan & Trust-0-$8,415-
201813$233,952$43,034$14,345iApproximate average salary by contribution assumption: employee only about $358,617 at 4% or $239,078 at 6%; with 50% employer match about $239,078 at 4% or $159,385 at 6%; with 100% employer match about $179,308 at 4% or $119,539 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-3$233,952$43,034$14,345iApproximate average salary by contribution assumption: employee only about $358,617 at 4% or $239,078 at 6%; with 50% employer match about $239,078 at 4% or $159,385 at 6%; with 100% employer match about $179,308 at 4% or $119,539 at 6%.
201713$242,362$37,293$12,431iApproximate average salary by contribution assumption: employee only about $310,775 at 4% or $207,183 at 6%; with 50% employer match about $207,183 at 4% or $138,122 at 6%; with 100% employer match about $155,388 at 4% or $103,592 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-3$242,362$37,293$12,431iApproximate average salary by contribution assumption: employee only about $310,775 at 4% or $207,183 at 6%; with 50% employer match about $207,183 at 4% or $138,122 at 6%; with 100% employer match about $155,388 at 4% or $103,592 at 6%.
201623$216,337$32,913$10,971iApproximate average salary by contribution assumption: employee only about $274,275 at 4% or $182,850 at 6%; with 50% employer match about $182,850 at 4% or $121,900 at 6%; with 100% employer match about $137,138 at 4% or $91,425 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-3$216,337$32,913$10,971iApproximate average salary by contribution assumption: employee only about $274,275 at 4% or $182,850 at 6%; with 50% employer match about $182,850 at 4% or $121,900 at 6%; with 100% employer match about $137,138 at 4% or $91,425 at 6%.
The Philippe Investment Management Inc. Pension Trust-0$0$0-
201523$1,016,042$25,553$8,518iApproximate average salary by contribution assumption: employee only about $212,942 at 4% or $141,961 at 6%; with 50% employer match about $141,961 at 4% or $94,641 at 6%; with 100% employer match about $106,471 at 4% or $70,981 at 6%.
The Philippe Investment Management Inc. Pension Trust-3$680,053$0-
Philippe Investment 401(K) Profit Sharing Plan & Trust-3$335,989$25,553$8,518iApproximate average salary by contribution assumption: employee only about $212,942 at 4% or $141,961 at 6%; with 50% employer match about $141,961 at 4% or $94,641 at 6%; with 100% employer match about $106,471 at 4% or $70,981 at 6%.
201423$1,022,187$49,050$16,350iApproximate average salary by contribution assumption: employee only about $408,750 at 4% or $272,500 at 6%; with 50% employer match about $272,500 at 4% or $181,667 at 6%; with 100% employer match about $204,375 at 4% or $136,250 at 6%.
The Philippe Investment Management Inc. Pension Trust-3$675,821$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-3$346,366$24,050$8,017iApproximate average salary by contribution assumption: employee only about $200,417 at 4% or $133,611 at 6%; with 50% employer match about $133,611 at 4% or $89,074 at 6%; with 100% employer match about $100,208 at 4% or $66,806 at 6%.
201325$1,002,640$122,906$24,581iApproximate average salary by contribution assumption: employee only about $614,530 at 4% or $409,687 at 6%; with 50% employer match about $409,687 at 4% or $273,124 at 6%; with 100% employer match about $307,265 at 4% or $204,843 at 6%.
The Philippe Investment Management Inc. Pension Trust-2$601,003$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%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-5$401,637$22,906$4,581iApproximate average salary by contribution assumption: employee only about $114,530 at 4% or $76,353 at 6%; with 50% employer match about $76,353 at 4% or $50,902 at 6%; with 100% employer match about $57,265 at 4% or $38,177 at 6%.
201226$871,901$135,437$22,573iApproximate average salary by contribution assumption: employee only about $564,321 at 4% or $376,214 at 6%; with 50% employer match about $376,214 at 4% or $250,809 at 6%; with 100% employer match about $282,160 at 4% or $188,107 at 6%.
The Philippe Investment Management Inc. Pension Trust-4$525,497$125,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-6$346,404$10,437$1,740iApproximate average salary by contribution assumption: employee only about $43,488 at 4% or $28,992 at 6%; with 50% employer match about $28,992 at 4% or $19,328 at 6%; with 100% employer match about $21,744 at 4% or $14,496 at 6%.
201127$1,008,098$143,014$20,431iApproximate average salary by contribution assumption: employee only about $510,764 at 4% or $340,510 at 6%; with 50% employer match about $340,510 at 4% or $227,006 at 6%; with 100% employer match about $255,382 at 4% or $170,255 at 6%.
The Philippe Investment Management Inc. Pension Trust-5$623,487$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-7$384,611$43,014$6,145iApproximate average salary by contribution assumption: employee only about $153,621 at 4% or $102,414 at 6%; with 50% employer match about $102,414 at 4% or $68,276 at 6%; with 100% employer match about $76,811 at 4% or $51,207 at 6%.
201025$920,475$96,900$19,380iApproximate average salary by contribution assumption: employee only about $484,500 at 4% or $323,000 at 6%; with 50% employer match about $323,000 at 4% or $215,333 at 6%; with 100% employer match about $242,250 at 4% or $161,500 at 6%.
The Philippe Investment Management Inc. Pension Trust-5$538,797$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
The Philippe Investment Management Inc. Pension Trust-5$381,678$36,900$7,380iApproximate average salary by contribution assumption: employee only about $184,500 at 4% or $123,000 at 6%; with 50% employer match about $123,000 at 4% or $82,000 at 6%; with 100% employer match about $92,250 at 4% or $61,500 at 6%.
200928$835,313$109,984$13,748iApproximate average salary by contribution assumption: employee only about $343,700 at 4% or $229,133 at 6%; with 50% employer match about $229,133 at 4% or $152,756 at 6%; with 100% employer match about $171,850 at 4% or $114,567 at 6%.
The Philippe Investment Management Inc. Pension Trust-5$466,938$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
The Philippe Investment Management Inc. Pension Trust-8$368,375$49,984$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
200829$365,951$41,170$4,574iApproximate average salary by contribution assumption: employee only about $114,361 at 4% or $76,241 at 6%; with 50% employer match about $76,241 at 4% or $50,827 at 6%; with 100% employer match about $57,181 at 4% or $38,120 at 6%.
The Philippe Investment Management Inc. Pension Trust-9$365,951$41,170$4,574iApproximate average salary by contribution assumption: employee only about $114,361 at 4% or $76,241 at 6%; with 50% employer match about $76,241 at 4% or $50,827 at 6%; with 100% employer match about $57,181 at 4% or $38,120 at 6%.
The Philippe Investment Management Inc. Pension Trust-5---
200728$0$0-
The Philippe Investment Management Inc. Pension Trust-8---
The Philippe Investment Management Inc. Pension Trust-3---
2006211$1,097,977$129,470$11,770iApproximate average salary by contribution assumption: employee only about $294,250 at 4% or $196,167 at 6%; with 50% employer match about $196,167 at 4% or $130,778 at 6%; with 100% employer match about $147,125 at 4% or $98,083 at 6%.
The Philippe Investment Management Inc. Pension Trust-11$808,695$62,607$5,692iApproximate average salary by contribution assumption: employee only about $142,289 at 4% or $94,859 at 6%; with 50% employer match about $94,859 at 4% or $63,239 at 6%; with 100% employer match about $71,144 at 4% or $47,430 at 6%.
The Philippe Investment Management Inc. Pension Trust-4$289,282$66,863$16,716iApproximate average salary by contribution assumption: employee only about $417,894 at 4% or $278,596 at 6%; with 50% employer match about $278,596 at 4% or $185,731 at 6%; with 100% employer match about $208,947 at 4% or $139,298 at 6%.
2005213$1,127,838$198,740$15,288iApproximate average salary by contribution assumption: employee only about $382,192 at 4% or $254,795 at 6%; with 50% employer match about $254,795 at 4% or $169,863 at 6%; with 100% employer match about $191,096 at 4% or $127,397 at 6%.
The Philippe Investment Management Inc. Pension Trust-13$860,803$128,349$9,873iApproximate average salary by contribution assumption: employee only about $246,825 at 4% or $164,550 at 6%; with 50% employer match about $164,550 at 4% or $109,700 at 6%; with 100% employer match about $123,413 at 4% or $82,275 at 6%.
The Philippe Investment Management Inc. Pension Trust-8$267,035$70,391$8,799iApproximate average salary by contribution assumption: employee only about $219,972 at 4% or $146,648 at 6%; with 50% employer match about $146,648 at 4% or $97,765 at 6%; with 100% employer match about $109,986 at 4% or $73,324 at 6%.
2004212$1,081,579$145,782$12,149iApproximate average salary by contribution assumption: employee only about $303,713 at 4% or $202,475 at 6%; with 50% employer match about $202,475 at 4% or $134,983 at 6%; with 100% employer match about $151,856 at 4% or $101,238 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-12$820,411$81,447$6,787iApproximate average salary by contribution assumption: employee only about $169,681 at 4% or $113,121 at 6%; with 50% employer match about $113,121 at 4% or $75,414 at 6%; with 100% employer match about $84,841 at 4% or $56,560 at 6%.
The Philippe Investment Management Inc. Pension Trust-10$261,168$64,335$6,434iApproximate average salary by contribution assumption: employee only about $160,838 at 4% or $107,225 at 6%; with 50% employer match about $107,225 at 4% or $71,483 at 6%; with 100% employer match about $80,419 at 4% or $53,613 at 6%.
2003212$936,274$142,759$11,897iApproximate average salary by contribution assumption: employee only about $297,415 at 4% or $198,276 at 6%; with 50% employer match about $198,276 at 4% or $132,184 at 6%; with 100% employer match about $148,707 at 4% or $99,138 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-12$667,480$86,389$7,199iApproximate average salary by contribution assumption: employee only about $179,977 at 4% or $119,985 at 6%; with 50% employer match about $119,985 at 4% or $79,990 at 6%; with 100% employer match about $89,989 at 4% or $59,992 at 6%.
The Philippe Investment Management Inc. Pension Trust-10$268,794$56,370$5,637iApproximate average salary by contribution assumption: employee only about $140,925 at 4% or $93,950 at 6%; with 50% employer match about $93,950 at 4% or $62,633 at 6%; with 100% employer match about $70,463 at 4% or $46,975 at 6%.
2002212$728,908$144,098$12,008iApproximate average salary by contribution assumption: employee only about $300,204 at 4% or $200,136 at 6%; with 50% employer match about $200,136 at 4% or $133,424 at 6%; with 100% employer match about $150,102 at 4% or $100,068 at 6%.
Philippe Investment 401(K) Profit Sharing Plan & Trust-12$491,515$91,556$7,630iApproximate average salary by contribution assumption: employee only about $190,742 at 4% or $127,161 at 6%; with 50% employer match about $127,161 at 4% or $84,774 at 6%; with 100% employer match about $95,371 at 4% or $63,581 at 6%.
The Philippe Investment Management Inc. Pension Trust-0$237,393$52,542-
2001210$0$0-
Philippe Investment 401(K) Profit Sharing Plan & Trust-10---
The Philippe Investment Management Inc. Pension Trust-8---
200017$0$0-
The Philippe Investment Management Inc. Pension Trust-7---
199919$213,259$38,334$4,259iApproximate average salary by contribution assumption: employee only about $106,483 at 4% or $70,989 at 6%; with 50% employer match about $70,989 at 4% or $47,326 at 6%; with 100% employer match about $53,242 at 4% or $35,494 at 6%.
The Philippe Investment Management Inc. Pension Trust-9$213,259$38,334$4,259iApproximate average salary by contribution assumption: employee only about $106,483 at 4% or $70,989 at 6%; with 50% employer match about $70,989 at 4% or $47,326 at 6%; with 100% employer match about $53,242 at 4% or $35,494 at 6%.