Phelps Agency Inc.
Plan context: Phelps Agency Inc. Age-Weighted Profit Sharing Plan
EIN 15-0556099 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
6
2002 Assets
$84,609
2002 Contributions
$22,584
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Phelps Agency Inc. Age-Weighted Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 6 | $84,609 | $22,584 | $3,764iApproximate average salary by contribution assumption: employee only about $94,100 at 4% or $62,733 at 6%; with 50% employer match about $62,733 at 4% or $41,822 at 6%; with 100% employer match about $47,050 at 4% or $31,367 at 6%. |
| Phelps Agency Inc. Age-Weighted Profit Sharing Plan | - | 6 | $84,609 | $22,584 | $3,764iApproximate average salary by contribution assumption: employee only about $94,100 at 4% or $62,733 at 6%; with 50% employer match about $62,733 at 4% or $41,822 at 6%; with 100% employer match about $47,050 at 4% or $31,367 at 6%. |
| 2000 | 1 | 7 | $77,486 | $26,145 | $3,735iApproximate average salary by contribution assumption: employee only about $93,375 at 4% or $62,250 at 6%; with 50% employer match about $62,250 at 4% or $41,500 at 6%; with 100% employer match about $46,688 at 4% or $31,125 at 6%. |
| Phelps Agency Inc. Age-Weighted Profit Sharing Plan | - | 7 | $77,486 | $26,145 | $3,735iApproximate average salary by contribution assumption: employee only about $93,375 at 4% or $62,250 at 6%; with 50% employer match about $62,250 at 4% or $41,500 at 6%; with 100% employer match about $46,688 at 4% or $31,125 at 6%. |
| 1999 | 1 | 6 | $76,072 | $20,607 | $3,435iApproximate average salary by contribution assumption: employee only about $85,863 at 4% or $57,242 at 6%; with 50% employer match about $57,242 at 4% or $38,161 at 6%; with 100% employer match about $42,931 at 4% or $28,621 at 6%. |
| Phelps Agency Inc. Age-Weighted Profit Sharing Plan | - | 6 | $76,072 | $20,607 | $3,435iApproximate average salary by contribution assumption: employee only about $85,863 at 4% or $57,242 at 6%; with 50% employer match about $57,242 at 4% or $38,161 at 6%; with 100% employer match about $42,931 at 4% or $28,621 at 6%. |