Civic Intelligence

Phelps Sungas Inc

Plan context: Phelps Sungas Inc 401K Profit Sharing Plan & Trust

EIN 16-1402170 • Geneva, NY • 25 filings • 4 plans

224 Cross RdGeneva, NY 14456
Current Snapshot

Latest Year

2019

2019 Participants

40

2019 Assets

$2,201,751

2019 Contributions

$49,067

Historical Graphs

Total Assets Over Time

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

$2,249,277$1,124,639$0200220102018YearValue
$2,201,751Latest year 2018

Participants Over Time

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

40200200120102018YearValue
40Latest 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$49,067-
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-0$0$49,067-
2018140$2,201,751$128,971$3,224iApproximate average salary by contribution assumption: employee only about $80,607 at 4% or $53,738 at 6%; with 50% employer match about $53,738 at 4% or $35,825 at 6%; with 100% employer match about $40,303 at 4% or $26,869 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-40$2,201,751$128,971$3,224iApproximate average salary by contribution assumption: employee only about $80,607 at 4% or $53,738 at 6%; with 50% employer match about $53,738 at 4% or $35,825 at 6%; with 100% employer match about $40,303 at 4% or $26,869 at 6%.
2017139$2,249,277$121,243$3,109iApproximate average salary by contribution assumption: employee only about $77,720 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,860 at 4% or $25,907 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-39$2,249,277$121,243$3,109iApproximate average salary by contribution assumption: employee only about $77,720 at 4% or $51,813 at 6%; with 50% employer match about $51,813 at 4% or $34,542 at 6%; with 100% employer match about $38,860 at 4% or $25,907 at 6%.
2016139$1,899,168$111,457$2,858iApproximate average salary by contribution assumption: employee only about $71,447 at 4% or $47,631 at 6%; with 50% employer match about $47,631 at 4% or $31,754 at 6%; with 100% employer match about $35,723 at 4% or $23,816 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-39$1,899,168$111,457$2,858iApproximate average salary by contribution assumption: employee only about $71,447 at 4% or $47,631 at 6%; with 50% employer match about $47,631 at 4% or $31,754 at 6%; with 100% employer match about $35,723 at 4% or $23,816 at 6%.
2015133$1,752,756$105,827$3,207iApproximate average salary by contribution assumption: employee only about $80,172 at 4% or $53,448 at 6%; with 50% employer match about $53,448 at 4% or $35,632 at 6%; with 100% employer match about $40,086 at 4% or $26,724 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-33$1,752,756$105,827$3,207iApproximate average salary by contribution assumption: employee only about $80,172 at 4% or $53,448 at 6%; with 50% employer match about $53,448 at 4% or $35,632 at 6%; with 100% employer match about $40,086 at 4% or $26,724 at 6%.
2014132$1,667,027$89,369$2,793iApproximate average salary by contribution assumption: employee only about $69,820 at 4% or $46,546 at 6%; with 50% employer match about $46,546 at 4% or $31,031 at 6%; with 100% employer match about $34,910 at 4% or $23,273 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-32$1,667,027$89,369$2,793iApproximate average salary by contribution assumption: employee only about $69,820 at 4% or $46,546 at 6%; with 50% employer match about $46,546 at 4% or $31,031 at 6%; with 100% employer match about $34,910 at 4% or $23,273 at 6%.
2013131$1,511,452$76,343$2,463iApproximate average salary by contribution assumption: employee only about $61,567 at 4% or $41,045 at 6%; with 50% employer match about $41,045 at 4% or $27,363 at 6%; with 100% employer match about $30,783 at 4% or $20,522 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-31$1,511,452$76,343$2,463iApproximate average salary by contribution assumption: employee only about $61,567 at 4% or $41,045 at 6%; with 50% employer match about $41,045 at 4% or $27,363 at 6%; with 100% employer match about $30,783 at 4% or $20,522 at 6%.
2012131$1,254,233$84,551$2,727iApproximate average salary by contribution assumption: employee only about $68,186 at 4% or $45,458 at 6%; with 50% employer match about $45,458 at 4% or $30,305 at 6%; with 100% employer match about $34,093 at 4% or $22,729 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-31$1,254,233$84,551$2,727iApproximate average salary by contribution assumption: employee only about $68,186 at 4% or $45,458 at 6%; with 50% employer match about $45,458 at 4% or $30,305 at 6%; with 100% employer match about $34,093 at 4% or $22,729 at 6%.
2011130$1,091,822$98,926$3,298iApproximate average salary by contribution assumption: employee only about $82,438 at 4% or $54,959 at 6%; with 50% employer match about $54,959 at 4% or $36,639 at 6%; with 100% employer match about $41,219 at 4% or $27,479 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-30$1,091,822$98,926$3,298iApproximate average salary by contribution assumption: employee only about $82,438 at 4% or $54,959 at 6%; with 50% employer match about $54,959 at 4% or $36,639 at 6%; with 100% employer match about $41,219 at 4% or $27,479 at 6%.
2010331$1,166,099$173,856$5,608iApproximate average salary by contribution assumption: employee only about $140,206 at 4% or $93,471 at 6%; with 50% employer match about $93,471 at 4% or $62,314 at 6%; with 100% employer match about $70,103 at 4% or $46,735 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-31$1,006,893$120,853$3,898iApproximate average salary by contribution assumption: employee only about $97,462 at 4% or $64,975 at 6%; with 50% employer match about $64,975 at 4% or $43,316 at 6%; with 100% employer match about $48,731 at 4% or $32,487 at 6%.
PHELPS SUNGAS, INC. WELFARE BENEFIT PLAN AND TRUST-8$159,206$53,003$6,625iApproximate average salary by contribution assumption: employee only about $165,634 at 4% or $110,423 at 6%; with 50% employer match about $110,423 at 4% or $73,615 at 6%; with 100% employer match about $82,817 at 4% or $55,211 at 6%.
PHELPS SUNGAS INC. WELFARE BENEFIT PLAN AND TRUST-0$0$0-
2009228$999,605$222,737$7,955iApproximate average salary by contribution assumption: employee only about $198,872 at 4% or $132,582 at 6%; with 50% employer match about $132,582 at 4% or $88,388 at 6%; with 100% employer match about $99,436 at 4% or $66,291 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-28$869,245$132,791$4,743iApproximate average salary by contribution assumption: employee only about $118,563 at 4% or $79,042 at 6%; with 50% employer match about $79,042 at 4% or $52,695 at 6%; with 100% employer match about $59,282 at 4% or $39,521 at 6%.
PHELPS SUNGAS, INC. WELFARE BENEFIT PLAN AND TRUST-10$130,360$89,946$8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%.
2008229$685,305$181,867$6,271iApproximate average salary by contribution assumption: employee only about $156,782 at 4% or $104,521 at 6%; with 50% employer match about $104,521 at 4% or $69,681 at 6%; with 100% employer match about $78,391 at 4% or $52,261 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-29$632,722$133,332$4,598iApproximate average salary by contribution assumption: employee only about $114,941 at 4% or $76,628 at 6%; with 50% employer match about $76,628 at 4% or $51,085 at 6%; with 100% employer match about $57,471 at 4% or $38,314 at 6%.
PHELPS SUNGAS, INC. WELFARE BENEFIT PLAN AND TRUST-10$52,583$48,535$4,854iApproximate average salary by contribution assumption: employee only about $121,338 at 4% or $80,892 at 6%; with 50% employer match about $80,892 at 4% or $53,928 at 6%; with 100% employer match about $60,669 at 4% or $40,446 at 6%.
2007229$720,181$137,052$4,726iApproximate average salary by contribution assumption: employee only about $118,148 at 4% or $78,766 at 6%; with 50% employer match about $78,766 at 4% or $52,510 at 6%; with 100% employer match about $59,074 at 4% or $39,383 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-29$720,181$137,052$4,726iApproximate average salary by contribution assumption: employee only about $118,148 at 4% or $78,766 at 6%; with 50% employer match about $78,766 at 4% or $52,510 at 6%; with 100% employer match about $59,074 at 4% or $39,383 at 6%.
PHELPS SUNGAS, INC. WELFARE BENEFIT PLAN AND TRUST-10---
2006231$567,106$63,336$2,043iApproximate average salary by contribution assumption: employee only about $51,077 at 4% or $34,052 at 6%; with 50% employer match about $34,052 at 4% or $22,701 at 6%; with 100% employer match about $25,539 at 4% or $17,026 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-31$561,866$58,096$1,874iApproximate average salary by contribution assumption: employee only about $46,852 at 4% or $31,234 at 6%; with 50% employer match about $31,234 at 4% or $20,823 at 6%; with 100% employer match about $23,426 at 4% or $15,617 at 6%.
PHELPS SUNGAS, INC. WELFARE BENEFIT PLAN AND TRUST-2$5,240$5,240$2,620iApproximate average salary by contribution assumption: employee only about $65,500 at 4% or $43,667 at 6%; with 50% employer match about $43,667 at 4% or $29,111 at 6%; with 100% employer match about $32,750 at 4% or $21,833 at 6%.
2005130$447,429$57,713$1,924iApproximate average salary by contribution assumption: employee only about $48,094 at 4% or $32,063 at 6%; with 50% employer match about $32,063 at 4% or $21,375 at 6%; with 100% employer match about $24,047 at 4% or $16,031 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-30$447,429$57,713$1,924iApproximate average salary by contribution assumption: employee only about $48,094 at 4% or $32,063 at 6%; with 50% employer match about $32,063 at 4% or $21,375 at 6%; with 100% employer match about $24,047 at 4% or $16,031 at 6%.
2004128$381,238$58,927$2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,076 at 6%; with 50% employer match about $35,076 at 4% or $23,384 at 6%; with 100% employer match about $26,307 at 4% or $17,538 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-28$381,238$58,927$2,105iApproximate average salary by contribution assumption: employee only about $52,613 at 4% or $35,076 at 6%; with 50% employer match about $35,076 at 4% or $23,384 at 6%; with 100% employer match about $26,307 at 4% or $17,538 at 6%.
2003124$298,281$41,190$1,716iApproximate average salary by contribution assumption: employee only about $42,906 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,069 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-24$298,281$41,190$1,716iApproximate average salary by contribution assumption: employee only about $42,906 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,069 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%.
2002126$217,385$36,604$1,408iApproximate average salary by contribution assumption: employee only about $35,196 at 4% or $23,464 at 6%; with 50% employer match about $23,464 at 4% or $15,643 at 6%; with 100% employer match about $17,598 at 4% or $11,732 at 6%.
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-26$217,385$36,604$1,408iApproximate average salary by contribution assumption: employee only about $35,196 at 4% or $23,464 at 6%; with 50% employer match about $23,464 at 4% or $15,643 at 6%; with 100% employer match about $17,598 at 4% or $11,732 at 6%.
2001123$0$0-
Phelps Sungas Inc 401K Profit Sharing Plan & Trust-23---