Civic Intelligence

James V. Philippone PC.

Plan context: James V. Philippone PC. Employee Profit Sharing Plan

EIN 16-0983391 • Rochester, NY • 26 filings • 1 plans

31 E Main St Ste 4000Rochester, NY 14614
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$22,962,111

2024 Contributions

$79,070

Historical Graphs

Total Assets Over Time

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

$22,962,111$11,481,056$0199920142024YearValue
$22,962,111Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202416$22,962,111$0-
James V. Philippone PC. Employee Profit Sharing Plan-6$22,962,111$0-
202316$21,980,818$0-
James V. Philippone PC. Employee Profit Sharing Plan-6$21,980,818$0-
202216$21,198,553$0-
James V. Philippone PC. Employee Profit Sharing Plan-6$21,198,553$0-
202115$21,819,976$79,070$15,814iApproximate average salary by contribution assumption: employee only about $395,350 at 4% or $263,567 at 6%; with 50% employer match about $263,567 at 4% or $175,711 at 6%; with 100% employer match about $197,675 at 4% or $131,783 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-5$21,819,976$79,070$15,814iApproximate average salary by contribution assumption: employee only about $395,350 at 4% or $263,567 at 6%; with 50% employer match about $263,567 at 4% or $175,711 at 6%; with 100% employer match about $197,675 at 4% or $131,783 at 6%.
202016$21,815,626$0-
James V. Philippone PC. Employee Profit Sharing Plan-6$21,815,626--
201917$21,225,999$11,816$1,688iApproximate average salary by contribution assumption: employee only about $42,200 at 4% or $28,133 at 6%; with 50% employer match about $28,133 at 4% or $18,756 at 6%; with 100% employer match about $21,100 at 4% or $14,067 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-7$21,225,999$11,816$1,688iApproximate average salary by contribution assumption: employee only about $42,200 at 4% or $28,133 at 6%; with 50% employer match about $28,133 at 4% or $18,756 at 6%; with 100% employer match about $21,100 at 4% or $14,067 at 6%.
201817$21,469,865$0-
James V. Philippone PC. Employee Profit Sharing Plan-7$21,469,865--
201717$21,356,624$21,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-7$21,356,624$21,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
201616$21,131,046$37,034$6,172iApproximate average salary by contribution assumption: employee only about $154,308 at 4% or $102,872 at 6%; with 50% employer match about $102,872 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-6$21,131,046$37,034$6,172iApproximate average salary by contribution assumption: employee only about $154,308 at 4% or $102,872 at 6%; with 50% employer match about $102,872 at 4% or $68,581 at 6%; with 100% employer match about $77,154 at 4% or $51,436 at 6%.
201516$20,902,232$51,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-6$20,902,232$51,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
201415$20,716,819$53,176$10,635iApproximate average salary by contribution assumption: employee only about $265,880 at 4% or $177,253 at 6%; with 50% employer match about $177,253 at 4% or $118,169 at 6%; with 100% employer match about $132,940 at 4% or $88,627 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-5$20,716,819$53,176$10,635iApproximate average salary by contribution assumption: employee only about $265,880 at 4% or $177,253 at 6%; with 50% employer match about $177,253 at 4% or $118,169 at 6%; with 100% employer match about $132,940 at 4% or $88,627 at 6%.
201315$20,924,909$51,537$10,307iApproximate average salary by contribution assumption: employee only about $257,685 at 4% or $171,790 at 6%; with 50% employer match about $171,790 at 4% or $114,527 at 6%; with 100% employer match about $128,843 at 4% or $85,895 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-5$20,924,909$51,537$10,307iApproximate average salary by contribution assumption: employee only about $257,685 at 4% or $171,790 at 6%; with 50% employer match about $171,790 at 4% or $114,527 at 6%; with 100% employer match about $128,843 at 4% or $85,895 at 6%.
201216$20,762,816$0-
James V. Philippone PC. Employee Profit Sharing Plan-6$20,762,816--
201117$21,688,066$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-7$21,688,066$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
201017$22,085,410$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-7$22,085,410$51,746$7,392iApproximate average salary by contribution assumption: employee only about $184,807 at 4% or $123,205 at 6%; with 50% employer match about $123,205 at 4% or $82,137 at 6%; with 100% employer match about $92,404 at 4% or $61,602 at 6%.
200917$21,712,537$52,475$7,496iApproximate average salary by contribution assumption: employee only about $187,411 at 4% or $124,940 at 6%; with 50% employer match about $124,940 at 4% or $83,294 at 6%; with 100% employer match about $93,705 at 4% or $62,470 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-7$21,712,537$52,475$7,496iApproximate average salary by contribution assumption: employee only about $187,411 at 4% or $124,940 at 6%; with 50% employer match about $124,940 at 4% or $83,294 at 6%; with 100% employer match about $93,705 at 4% or $62,470 at 6%.
200815$21,082,422$51,066$10,213iApproximate average salary by contribution assumption: employee only about $255,330 at 4% or $170,220 at 6%; with 50% employer match about $170,220 at 4% or $113,480 at 6%; with 100% employer match about $127,665 at 4% or $85,110 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-5$21,082,422$51,066$10,213iApproximate average salary by contribution assumption: employee only about $255,330 at 4% or $170,220 at 6%; with 50% employer match about $170,220 at 4% or $113,480 at 6%; with 100% employer match about $127,665 at 4% or $85,110 at 6%.
200715$0$0-
James V. Philippone PC. Employee Profit Sharing Plan-5---
200615$0$0-
James V. Philippone PC. Employee Profit Sharing Plan-5---
200515$20,924,179$60,719$12,144iApproximate average salary by contribution assumption: employee only about $303,595 at 4% or $202,397 at 6%; with 50% employer match about $202,397 at 4% or $134,931 at 6%; with 100% employer match about $151,798 at 4% or $101,198 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-5$20,924,179$60,719$12,144iApproximate average salary by contribution assumption: employee only about $303,595 at 4% or $202,397 at 6%; with 50% employer match about $202,397 at 4% or $134,931 at 6%; with 100% employer match about $151,798 at 4% or $101,198 at 6%.
200414$20,586,655$51,390$12,848iApproximate average salary by contribution assumption: employee only about $321,188 at 4% or $214,125 at 6%; with 50% employer match about $214,125 at 4% or $142,750 at 6%; with 100% employer match about $160,594 at 4% or $107,063 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-4$20,586,655$51,390$12,848iApproximate average salary by contribution assumption: employee only about $321,188 at 4% or $214,125 at 6%; with 50% employer match about $214,125 at 4% or $142,750 at 6%; with 100% employer match about $160,594 at 4% or $107,063 at 6%.
200314$18,442,009$59,439$14,860iApproximate average salary by contribution assumption: employee only about $371,494 at 4% or $247,663 at 6%; with 50% employer match about $247,663 at 4% or $165,108 at 6%; with 100% employer match about $185,747 at 4% or $123,831 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-4$18,442,009$59,439$14,860iApproximate average salary by contribution assumption: employee only about $371,494 at 4% or $247,663 at 6%; with 50% employer match about $247,663 at 4% or $165,108 at 6%; with 100% employer match about $185,747 at 4% or $123,831 at 6%.
200216$16,411,489$39,099$6,517iApproximate average salary by contribution assumption: employee only about $162,913 at 4% or $108,608 at 6%; with 50% employer match about $108,608 at 4% or $72,406 at 6%; with 100% employer match about $81,456 at 4% or $54,304 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-6$16,411,489$39,099$6,517iApproximate average salary by contribution assumption: employee only about $162,913 at 4% or $108,608 at 6%; with 50% employer match about $108,608 at 4% or $72,406 at 6%; with 100% employer match about $81,456 at 4% or $54,304 at 6%.
200116$0$0-
James V. Philippone PC. Employee Profit Sharing Plan-6---
200016$0$0-
James V. Philippone PC. Employee Profit Sharing Plan-6---
199914$12,984,094$48,064$12,016iApproximate average salary by contribution assumption: employee only about $300,400 at 4% or $200,267 at 6%; with 50% employer match about $200,267 at 4% or $133,511 at 6%; with 100% employer match about $150,200 at 4% or $100,133 at 6%.
James V. Philippone PC. Employee Profit Sharing Plan-4$12,984,094$48,064$12,016iApproximate average salary by contribution assumption: employee only about $300,400 at 4% or $200,267 at 6%; with 50% employer match about $200,267 at 4% or $133,511 at 6%; with 100% employer match about $150,200 at 4% or $100,133 at 6%.
James V. Philippone PC. | EIN 16-0983391 | 2024 Form 5500 Company Profile