Mcphillips, Fitzgerald and Cullum
Plan context: Mcphillips Fitzgerald & Cullum Pension Plan
EIN 14-1460021 • Glens Falls, NY • 53 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$597,778
2025 Contributions
$246,822
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $597,778 | $0 | - |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 4 | $597,778 | $0 | - |
| 2024 | 2 | 37 | $8,566,600 | $246,822 | $6,671iApproximate average salary by contribution assumption: employee only about $166,772 at 4% or $111,181 at 6%; with 50% employer match about $111,181 at 4% or $74,121 at 6%; with 100% employer match about $83,386 at 4% or $55,591 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 37 | $6,314,939 | $246,822 | $6,671iApproximate average salary by contribution assumption: employee only about $166,772 at 4% or $111,181 at 6%; with 50% employer match about $111,181 at 4% or $74,121 at 6%; with 100% employer match about $83,386 at 4% or $55,591 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $2,251,661 | $0 | - |
| 2023 | 2 | 36 | $10,181,800 | $408,351 | $11,343iApproximate average salary by contribution assumption: employee only about $283,577 at 4% or $189,051 at 6%; with 50% employer match about $189,051 at 4% or $126,034 at 6%; with 100% employer match about $141,789 at 4% or $94,526 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 36 | $8,118,602 | $408,351 | $11,343iApproximate average salary by contribution assumption: employee only about $283,577 at 4% or $189,051 at 6%; with 50% employer match about $189,051 at 4% or $126,034 at 6%; with 100% employer match about $141,789 at 4% or $94,526 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $2,063,198 | $0 | - |
| 2022 | 2 | 37 | $8,474,343 | $421,427 | $11,390iApproximate average salary by contribution assumption: employee only about $284,748 at 4% or $189,832 at 6%; with 50% employer match about $189,832 at 4% or $126,555 at 6%; with 100% employer match about $142,374 at 4% or $94,916 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 37 | $6,638,817 | $421,427 | $11,390iApproximate average salary by contribution assumption: employee only about $284,748 at 4% or $189,832 at 6%; with 50% employer match about $189,832 at 4% or $126,555 at 6%; with 100% employer match about $142,374 at 4% or $94,916 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $1,835,526 | $0 | - |
| 2021 | 2 | 34 | $10,780,785 | $396,512 | $11,662iApproximate average salary by contribution assumption: employee only about $291,553 at 4% or $194,369 at 6%; with 50% employer match about $194,369 at 4% or $129,579 at 6%; with 100% employer match about $145,776 at 4% or $97,184 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 34 | $8,409,404 | $396,512 | $11,662iApproximate average salary by contribution assumption: employee only about $291,553 at 4% or $194,369 at 6%; with 50% employer match about $194,369 at 4% or $129,579 at 6%; with 100% employer match about $145,776 at 4% or $97,184 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $2,371,381 | $0 | - |
| 2020 | 2 | 32 | $9,231,009 | $335,476 | $10,484iApproximate average salary by contribution assumption: employee only about $262,091 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,485 at 6%; with 100% employer match about $131,045 at 4% or $87,364 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 32 | $7,074,024 | $335,476 | $10,484iApproximate average salary by contribution assumption: employee only about $262,091 at 4% or $174,727 at 6%; with 50% employer match about $174,727 at 4% or $116,485 at 6%; with 100% employer match about $131,045 at 4% or $87,364 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $2,156,985 | $0 | - |
| 2019 | 2 | 31 | $7,606,156 | $330,939 | $10,675iApproximate average salary by contribution assumption: employee only about $266,886 at 4% or $177,924 at 6%; with 50% employer match about $177,924 at 4% or $118,616 at 6%; with 100% employer match about $133,443 at 4% or $88,962 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 31 | $5,619,271 | $330,939 | $10,675iApproximate average salary by contribution assumption: employee only about $266,886 at 4% or $177,924 at 6%; with 50% employer match about $177,924 at 4% or $118,616 at 6%; with 100% employer match about $133,443 at 4% or $88,962 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 5 | $1,986,885 | $0 | - |
| 2018 | 2 | 29 | $6,333,804 | $314,395 | $10,841iApproximate average salary by contribution assumption: employee only about $271,030 at 4% or $180,687 at 6%; with 50% employer match about $180,687 at 4% or $120,458 at 6%; with 100% employer match about $135,515 at 4% or $90,343 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 29 | $4,620,515 | $314,395 | $10,841iApproximate average salary by contribution assumption: employee only about $271,030 at 4% or $180,687 at 6%; with 50% employer match about $180,687 at 4% or $120,458 at 6%; with 100% employer match about $135,515 at 4% or $90,343 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 6 | $1,713,289 | $0 | - |
| 2017 | 2 | 30 | $6,602,703 | $221,706 | $7,390iApproximate average salary by contribution assumption: employee only about $184,755 at 4% or $123,170 at 6%; with 50% employer match about $123,170 at 4% or $82,113 at 6%; with 100% employer match about $92,378 at 4% or $61,585 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 30 | $4,720,531 | $221,706 | $7,390iApproximate average salary by contribution assumption: employee only about $184,755 at 4% or $123,170 at 6%; with 50% employer match about $123,170 at 4% or $82,113 at 6%; with 100% employer match about $92,378 at 4% or $61,585 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 6 | $1,882,172 | $0 | - |
| 2016 | 2 | 29 | $5,711,973 | $200,143 | $6,901iApproximate average salary by contribution assumption: employee only about $172,537 at 4% or $115,025 at 6%; with 50% employer match about $115,025 at 4% or $76,683 at 6%; with 100% employer match about $86,269 at 4% or $57,512 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 29 | $3,897,481 | $200,143 | $6,901iApproximate average salary by contribution assumption: employee only about $172,537 at 4% or $115,025 at 6%; with 50% employer match about $115,025 at 4% or $76,683 at 6%; with 100% employer match about $86,269 at 4% or $57,512 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 9 | $1,814,492 | $0 | - |
| 2015 | 2 | 26 | $5,304,914 | $187,529 | $7,213iApproximate average salary by contribution assumption: employee only about $180,316 at 4% or $120,211 at 6%; with 50% employer match about $120,211 at 4% or $80,141 at 6%; with 100% employer match about $90,158 at 4% or $60,105 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 26 | $3,592,967 | $187,529 | $7,213iApproximate average salary by contribution assumption: employee only about $180,316 at 4% or $120,211 at 6%; with 50% employer match about $120,211 at 4% or $80,141 at 6%; with 100% employer match about $90,158 at 4% or $60,105 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,711,947 | - | - |
| 2014 | 2 | 24 | $5,216,180 | $212,762 | $8,865iApproximate average salary by contribution assumption: employee only about $221,627 at 4% or $147,751 at 6%; with 50% employer match about $147,751 at 4% or $98,501 at 6%; with 100% employer match about $110,814 at 4% or $73,876 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 24 | $3,495,960 | $212,762 | $8,865iApproximate average salary by contribution assumption: employee only about $221,627 at 4% or $147,751 at 6%; with 50% employer match about $147,751 at 4% or $98,501 at 6%; with 100% employer match about $110,814 at 4% or $73,876 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 9 | $1,720,220 | - | - |
| 2013 | 2 | 25 | $4,912,138 | $157,609 | $6,304iApproximate average salary by contribution assumption: employee only about $157,609 at 4% or $105,073 at 6%; with 50% employer match about $105,073 at 4% or $70,048 at 6%; with 100% employer match about $78,805 at 4% or $52,536 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 25 | $3,294,132 | $157,609 | $6,304iApproximate average salary by contribution assumption: employee only about $157,609 at 4% or $105,073 at 6%; with 50% employer match about $105,073 at 4% or $70,048 at 6%; with 100% employer match about $78,805 at 4% or $52,536 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,618,006 | - | - |
| 2012 | 2 | 26 | $4,434,717 | $212,814 | $8,185iApproximate average salary by contribution assumption: employee only about $204,629 at 4% or $136,419 at 6%; with 50% employer match about $136,419 at 4% or $90,946 at 6%; with 100% employer match about $102,314 at 4% or $68,210 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 26 | $2,726,215 | $212,814 | $8,185iApproximate average salary by contribution assumption: employee only about $204,629 at 4% or $136,419 at 6%; with 50% employer match about $136,419 at 4% or $90,946 at 6%; with 100% employer match about $102,314 at 4% or $68,210 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,708,502 | - | - |
| 2011 | 2 | 26 | $3,888,405 | $151,614 | $5,831iApproximate average salary by contribution assumption: employee only about $145,783 at 4% or $97,188 at 6%; with 50% employer match about $97,188 at 4% or $64,792 at 6%; with 100% employer match about $72,891 at 4% or $48,594 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 26 | $2,328,708 | $151,614 | $5,831iApproximate average salary by contribution assumption: employee only about $145,783 at 4% or $97,188 at 6%; with 50% employer match about $97,188 at 4% or $64,792 at 6%; with 100% employer match about $72,891 at 4% or $48,594 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,559,697 | - | - |
| 2010 | 2 | 24 | $3,857,301 | $174,182 | $7,258iApproximate average salary by contribution assumption: employee only about $181,440 at 4% or $120,960 at 6%; with 50% employer match about $120,960 at 4% or $80,640 at 6%; with 100% employer match about $90,720 at 4% or $60,480 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 24 | $2,277,332 | $174,182 | $7,258iApproximate average salary by contribution assumption: employee only about $181,440 at 4% or $120,960 at 6%; with 50% employer match about $120,960 at 4% or $80,640 at 6%; with 100% employer match about $90,720 at 4% or $60,480 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,579,969 | - | - |
| 2009 | 2 | 24 | $3,416,154 | $186,339 | $7,764iApproximate average salary by contribution assumption: employee only about $194,103 at 4% or $129,402 at 6%; with 50% employer match about $129,402 at 4% or $86,268 at 6%; with 100% employer match about $97,052 at 4% or $64,701 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 24 | $1,887,372 | $186,339 | $7,764iApproximate average salary by contribution assumption: employee only about $194,103 at 4% or $129,402 at 6%; with 50% employer match about $129,402 at 4% or $86,268 at 6%; with 100% employer match about $97,052 at 4% or $64,701 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,528,782 | - | - |
| 2008 | 2 | 22 | $2,685,264 | $155,814 | $7,082iApproximate average salary by contribution assumption: employee only about $177,061 at 4% or $118,041 at 6%; with 50% employer match about $118,041 at 4% or $78,694 at 6%; with 100% employer match about $88,531 at 4% or $59,020 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 22 | $1,420,654 | $155,814 | $7,082iApproximate average salary by contribution assumption: employee only about $177,061 at 4% or $118,041 at 6%; with 50% employer match about $118,041 at 4% or $78,694 at 6%; with 100% employer match about $88,531 at 4% or $59,020 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,264,610 | - | - |
| 2007 | 2 | 24 | $3,676,255 | $180,239 | $7,510iApproximate average salary by contribution assumption: employee only about $187,749 at 4% or $125,166 at 6%; with 50% employer match about $125,166 at 4% or $83,444 at 6%; with 100% employer match about $93,874 at 4% or $62,583 at 6%. |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 24 | $1,875,372 | $180,239 | $7,510iApproximate average salary by contribution assumption: employee only about $187,749 at 4% or $125,166 at 6%; with 50% employer match about $125,166 at 4% or $83,444 at 6%; with 100% employer match about $93,874 at 4% or $62,583 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,800,883 | - | - |
| 2006 | 2 | 19 | $3,355,097 | $147,086 | $7,741iApproximate average salary by contribution assumption: employee only about $193,534 at 4% or $129,023 at 6%; with 50% employer match about $129,023 at 4% or $86,015 at 6%; with 100% employer match about $96,767 at 4% or $64,511 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 11 | $1,718,248 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 19 | $1,636,849 | $147,086 | $7,741iApproximate average salary by contribution assumption: employee only about $193,534 at 4% or $129,023 at 6%; with 50% employer match about $129,023 at 4% or $86,015 at 6%; with 100% employer match about $96,767 at 4% or $64,511 at 6%. |
| 2005 | 2 | 18 | $2,967,129 | $186,802 | $10,378iApproximate average salary by contribution assumption: employee only about $259,447 at 4% or $172,965 at 6%; with 50% employer match about $172,965 at 4% or $115,310 at 6%; with 100% employer match about $129,724 at 4% or $86,482 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 12 | $1,646,283 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 18 | $1,320,846 | $186,802 | $10,378iApproximate average salary by contribution assumption: employee only about $259,447 at 4% or $172,965 at 6%; with 50% employer match about $172,965 at 4% or $115,310 at 6%; with 100% employer match about $129,724 at 4% or $86,482 at 6%. |
| 2004 | 2 | 18 | $2,660,374 | $113,539 | $6,308iApproximate average salary by contribution assumption: employee only about $157,693 at 4% or $105,129 at 6%; with 50% employer match about $105,129 at 4% or $70,086 at 6%; with 100% employer match about $78,847 at 4% or $52,564 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 12 | $1,594,441 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 18 | $1,065,933 | $113,539 | $6,308iApproximate average salary by contribution assumption: employee only about $157,693 at 4% or $105,129 at 6%; with 50% employer match about $105,129 at 4% or $70,086 at 6%; with 100% employer match about $78,847 at 4% or $52,564 at 6%. |
| 2003 | 2 | 19 | $2,812,824 | $156,191 | $8,221iApproximate average salary by contribution assumption: employee only about $205,514 at 4% or $137,010 at 6%; with 50% employer match about $137,010 at 4% or $91,340 at 6%; with 100% employer match about $102,757 at 4% or $68,505 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 14 | $1,754,525 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 19 | $1,058,299 | $156,191 | $8,221iApproximate average salary by contribution assumption: employee only about $205,514 at 4% or $137,010 at 6%; with 50% employer match about $137,010 at 4% or $91,340 at 6%; with 100% employer match about $102,757 at 4% or $68,505 at 6%. |
| 2002 | 2 | 19 | $2,229,319 | $173,390 | $9,126iApproximate average salary by contribution assumption: employee only about $228,145 at 4% or $152,096 at 6%; with 50% employer match about $152,096 at 4% or $101,398 at 6%; with 100% employer match about $114,072 at 4% or $76,048 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 14 | $1,489,572 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 19 | $739,747 | $173,390 | $9,126iApproximate average salary by contribution assumption: employee only about $228,145 at 4% or $152,096 at 6%; with 50% employer match about $152,096 at 4% or $101,398 at 6%; with 100% employer match about $114,072 at 4% or $76,048 at 6%. |
| 2001 | 2 | 20 | $2,610,711 | $143,192 | $7,160iApproximate average salary by contribution assumption: employee only about $178,990 at 4% or $119,327 at 6%; with 50% employer match about $119,327 at 4% or $79,551 at 6%; with 100% employer match about $89,495 at 4% or $59,663 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 16 | $1,876,753 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 20 | $733,958 | $143,192 | $7,160iApproximate average salary by contribution assumption: employee only about $178,990 at 4% or $119,327 at 6%; with 50% employer match about $119,327 at 4% or $79,551 at 6%; with 100% employer match about $89,495 at 4% or $59,663 at 6%. |
| 2000 | 2 | 17 | $2,867,217 | $112,067 | $6,592iApproximate average salary by contribution assumption: employee only about $164,804 at 4% or $109,870 at 6%; with 50% employer match about $109,870 at 4% or $73,246 at 6%; with 100% employer match about $82,402 at 4% or $54,935 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 12 | $2,190,721 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 17 | $676,496 | $112,067 | $6,592iApproximate average salary by contribution assumption: employee only about $164,804 at 4% or $109,870 at 6%; with 50% employer match about $109,870 at 4% or $73,246 at 6%; with 100% employer match about $82,402 at 4% or $54,935 at 6%. |
| 1999 | 2 | 16 | $3,117,298 | $119,447 | $7,465iApproximate average salary by contribution assumption: employee only about $186,636 at 4% or $124,424 at 6%; with 50% employer match about $124,424 at 4% or $82,949 at 6%; with 100% employer match about $93,318 at 4% or $62,212 at 6%. |
| Mcphillips Fitzgerald & Cullum Pension Plan | - | 12 | $2,480,412 | - | - |
| Mcphillips, Fitzgerald and Cullum LLP Profit Sharing 401K Plan | - | 16 | $636,886 | $119,447 | $7,465iApproximate average salary by contribution assumption: employee only about $186,636 at 4% or $124,424 at 6%; with 50% employer match about $124,424 at 4% or $82,949 at 6%; with 100% employer match about $93,318 at 4% or $62,212 at 6%. |