Civic Intelligence

Phillips and Millman LLP

Plan context: Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust

EIN 13-4037950 • Stony Point, NY • 23 filings • 4 plans

148 South Liberty DriveStony Point, NY 10980
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,927,701

2024 Contributions

$188,247

Historical Graphs

Total Assets Over Time

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

$1,927,701$963,851$0200020142024YearValue
$1,927,701Latest year 2024

Participants Over Time

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

1260200020132024YearValue
11Latest 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
2024111$1,927,701$188,247$17,113iApproximate average salary by contribution assumption: employee only about $427,834 at 4% or $285,223 at 6%; with 50% employer match about $285,223 at 4% or $190,148 at 6%; with 100% employer match about $213,917 at 4% or $142,611 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-11$1,927,701$188,247$17,113iApproximate average salary by contribution assumption: employee only about $427,834 at 4% or $285,223 at 6%; with 50% employer match about $285,223 at 4% or $190,148 at 6%; with 100% employer match about $213,917 at 4% or $142,611 at 6%.
202319$1,600,182$185,848$20,650iApproximate average salary by contribution assumption: employee only about $516,244 at 4% or $344,163 at 6%; with 50% employer match about $344,163 at 4% or $229,442 at 6%; with 100% employer match about $258,122 at 4% or $172,081 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-9$1,600,182$185,848$20,650iApproximate average salary by contribution assumption: employee only about $516,244 at 4% or $344,163 at 6%; with 50% employer match about $344,163 at 4% or $229,442 at 6%; with 100% employer match about $258,122 at 4% or $172,081 at 6%.
2022111$1,243,408$74,246$6,750iApproximate average salary by contribution assumption: employee only about $168,741 at 4% or $112,494 at 6%; with 50% employer match about $112,494 at 4% or $74,996 at 6%; with 100% employer match about $84,370 at 4% or $56,247 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-11$1,243,408$74,246$6,750iApproximate average salary by contribution assumption: employee only about $168,741 at 4% or $112,494 at 6%; with 50% employer match about $112,494 at 4% or $74,996 at 6%; with 100% employer match about $84,370 at 4% or $56,247 at 6%.
2021112$1,428,689$124,282$10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-12$1,428,689$124,282$10,357iApproximate average salary by contribution assumption: employee only about $258,921 at 4% or $172,614 at 6%; with 50% employer match about $172,614 at 4% or $115,076 at 6%; with 100% employer match about $129,460 at 4% or $86,307 at 6%.
2020111$1,212,554$64,625$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-11$1,212,554$64,625$5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%.
201919$995,584$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-9$995,584$50,000$5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%.
201818$878,064$51,980$6,498iApproximate average salary by contribution assumption: employee only about $162,438 at 4% or $108,292 at 6%; with 50% employer match about $108,292 at 4% or $72,194 at 6%; with 100% employer match about $81,219 at 4% or $54,146 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-8$878,064$51,980$6,498iApproximate average salary by contribution assumption: employee only about $162,438 at 4% or $108,292 at 6%; with 50% employer match about $108,292 at 4% or $72,194 at 6%; with 100% employer match about $81,219 at 4% or $54,146 at 6%.
201717$1,265,381$12,144$1,735iApproximate average salary by contribution assumption: employee only about $43,371 at 4% or $28,914 at 6%; with 50% employer match about $28,914 at 4% or $19,276 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$1,265,381$12,144$1,735iApproximate average salary by contribution assumption: employee only about $43,371 at 4% or $28,914 at 6%; with 50% employer match about $28,914 at 4% or $19,276 at 6%; with 100% employer match about $21,686 at 4% or $14,457 at 6%.
201617$1,134,617$556$79iApproximate average salary by contribution assumption: employee only about $1,986 at 4% or $1,324 at 6%; with 50% employer match about $1,324 at 4% or $883 at 6%; with 100% employer match about $993 at 4% or $662 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$1,134,617$556$79iApproximate average salary by contribution assumption: employee only about $1,986 at 4% or $1,324 at 6%; with 50% employer match about $1,324 at 4% or $883 at 6%; with 100% employer match about $993 at 4% or $662 at 6%.
201518$1,087,859$13,475$1,684iApproximate average salary by contribution assumption: employee only about $42,109 at 4% or $28,073 at 6%; with 50% employer match about $28,073 at 4% or $18,715 at 6%; with 100% employer match about $21,055 at 4% or $14,036 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-8$1,087,859$13,475$1,684iApproximate average salary by contribution assumption: employee only about $42,109 at 4% or $28,073 at 6%; with 50% employer match about $28,073 at 4% or $18,715 at 6%; with 100% employer match about $21,055 at 4% or $14,036 at 6%.
201419$1,103,676$69,141$7,682iApproximate average salary by contribution assumption: employee only about $192,058 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-9$1,103,676$69,141$7,682iApproximate average salary by contribution assumption: employee only about $192,058 at 4% or $128,039 at 6%; with 50% employer match about $128,039 at 4% or $85,359 at 6%; with 100% employer match about $96,029 at 4% or $64,019 at 6%.
201316$1,041,741$72,321$12,054iApproximate average salary by contribution assumption: employee only about $301,338 at 4% or $200,892 at 6%; with 50% employer match about $200,892 at 4% or $133,928 at 6%; with 100% employer match about $150,669 at 4% or $100,446 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-6$1,041,741$72,321$12,054iApproximate average salary by contribution assumption: employee only about $301,338 at 4% or $200,892 at 6%; with 50% employer match about $200,892 at 4% or $133,928 at 6%; with 100% employer match about $150,669 at 4% or $100,446 at 6%.
201217$875,230$43,300$6,186iApproximate average salary by contribution assumption: employee only about $154,643 at 4% or $103,095 at 6%; with 50% employer match about $103,095 at 4% or $68,730 at 6%; with 100% employer match about $77,321 at 4% or $51,548 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$875,230$43,300$6,186iApproximate average salary by contribution assumption: employee only about $154,643 at 4% or $103,095 at 6%; with 50% employer match about $103,095 at 4% or $68,730 at 6%; with 100% employer match about $77,321 at 4% or $51,548 at 6%.
201117$760,328$64,571$9,224iApproximate average salary by contribution assumption: employee only about $230,611 at 4% or $153,740 at 6%; with 50% employer match about $153,740 at 4% or $102,494 at 6%; with 100% employer match about $115,305 at 4% or $76,870 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$760,328$64,571$9,224iApproximate average salary by contribution assumption: employee only about $230,611 at 4% or $153,740 at 6%; with 50% employer match about $153,740 at 4% or $102,494 at 6%; with 100% employer match about $115,305 at 4% or $76,870 at 6%.
201017$707,752$90,756$12,965iApproximate average salary by contribution assumption: employee only about $324,129 at 4% or $216,086 at 6%; with 50% employer match about $216,086 at 4% or $144,057 at 6%; with 100% employer match about $162,064 at 4% or $108,043 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$707,752$90,756$12,965iApproximate average salary by contribution assumption: employee only about $324,129 at 4% or $216,086 at 6%; with 50% employer match about $216,086 at 4% or $144,057 at 6%; with 100% employer match about $162,064 at 4% or $108,043 at 6%.
200917$552,961$39,770$5,681iApproximate average salary by contribution assumption: employee only about $142,036 at 4% or $94,690 at 6%; with 50% employer match about $94,690 at 4% or $63,127 at 6%; with 100% employer match about $71,018 at 4% or $47,345 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-7$552,961$39,770$5,681iApproximate average salary by contribution assumption: employee only about $142,036 at 4% or $94,690 at 6%; with 50% employer match about $94,690 at 4% or $63,127 at 6%; with 100% employer match about $71,018 at 4% or $47,345 at 6%.
200815$434,585$65,762$13,152iApproximate average salary by contribution assumption: employee only about $328,810 at 4% or $219,207 at 6%; with 50% employer match about $219,207 at 4% or $146,138 at 6%; with 100% employer match about $164,405 at 4% or $109,603 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-5$434,585$65,762$13,152iApproximate average salary by contribution assumption: employee only about $328,810 at 4% or $219,207 at 6%; with 50% employer match about $219,207 at 4% or $146,138 at 6%; with 100% employer match about $164,405 at 4% or $109,603 at 6%.
200716$0$0-
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-6---
200618$423,059$82,716$10,340iApproximate average salary by contribution assumption: employee only about $258,488 at 4% or $172,325 at 6%; with 50% employer match about $172,325 at 4% or $114,883 at 6%; with 100% employer match about $129,244 at 4% or $86,163 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-8$423,059$82,716$10,340iApproximate average salary by contribution assumption: employee only about $258,488 at 4% or $172,325 at 6%; with 50% employer match about $172,325 at 4% or $114,883 at 6%; with 100% employer match about $129,244 at 4% or $86,163 at 6%.
200519$306,397$69,084$7,676iApproximate average salary by contribution assumption: employee only about $191,900 at 4% or $127,933 at 6%; with 50% employer match about $127,933 at 4% or $85,289 at 6%; with 100% employer match about $95,950 at 4% or $63,967 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-9$306,397$69,084$7,676iApproximate average salary by contribution assumption: employee only about $191,900 at 4% or $127,933 at 6%; with 50% employer match about $127,933 at 4% or $85,289 at 6%; with 100% employer match about $95,950 at 4% or $63,967 at 6%.
200212$71,903$59,247$29,624iApproximate average salary by contribution assumption: employee only about $740,588 at 4% or $493,725 at 6%; with 50% employer match about $493,725 at 4% or $329,150 at 6%; with 100% employer match about $370,294 at 4% or $246,863 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-2$71,903$59,247$29,624iApproximate average salary by contribution assumption: employee only about $740,588 at 4% or $493,725 at 6%; with 50% employer match about $493,725 at 4% or $329,150 at 6%; with 100% employer match about $370,294 at 4% or $246,863 at 6%.
200113$0$0-
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-3---
200012$2,307$2,380$1,190iApproximate average salary by contribution assumption: employee only about $29,750 at 4% or $19,833 at 6%; with 50% employer match about $19,833 at 4% or $13,222 at 6%; with 100% employer match about $14,875 at 4% or $9,917 at 6%.
Phillips and Millman LLP 401(K) Profit Sharing Plan and Trust-2$2,307$2,380$1,190iApproximate average salary by contribution assumption: employee only about $29,750 at 4% or $19,833 at 6%; with 50% employer match about $19,833 at 4% or $13,222 at 6%; with 100% employer match about $14,875 at 4% or $9,917 at 6%.