Civic Intelligence

Daniel E. Phillips, Dds PLLC

Plan context: Daniel E. Phillips, Dds PLLC 401(K) Plan

EIN 20-0430949 • Henrietta, NY • 20 filings • 2 plans

4001 East Henrietta RoadHenrietta, NY 14467
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,567,421

2024 Contributions

$68,451

Historical Graphs

Total Assets Over Time

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

$3,341,805$1,670,903$0200420142024YearValue
$2,567,421Latest year 2024

Participants Over Time

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

1160200420142024YearValue
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$2,567,421$68,451$6,223iApproximate average salary by contribution assumption: employee only about $155,570 at 4% or $103,714 at 6%; with 50% employer match about $103,714 at 4% or $69,142 at 6%; with 100% employer match about $77,785 at 4% or $51,857 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-11$2,567,421$68,451$6,223iApproximate average salary by contribution assumption: employee only about $155,570 at 4% or $103,714 at 6%; with 50% employer match about $103,714 at 4% or $69,142 at 6%; with 100% employer match about $77,785 at 4% or $51,857 at 6%.
2023111$2,346,099$137,210$12,474iApproximate average salary by contribution assumption: employee only about $311,841 at 4% or $207,894 at 6%; with 50% employer match about $207,894 at 4% or $138,596 at 6%; with 100% employer match about $155,920 at 4% or $103,947 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-11$2,346,099$137,210$12,474iApproximate average salary by contribution assumption: employee only about $311,841 at 4% or $207,894 at 6%; with 50% employer match about $207,894 at 4% or $138,596 at 6%; with 100% employer match about $155,920 at 4% or $103,947 at 6%.
2022110$2,077,461$145,712$14,571iApproximate average salary by contribution assumption: employee only about $364,280 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,427 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-10$2,077,461$145,712$14,571iApproximate average salary by contribution assumption: employee only about $364,280 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,427 at 6%.
2021110$3,341,805$178,608$17,861iApproximate average salary by contribution assumption: employee only about $446,520 at 4% or $297,680 at 6%; with 50% employer match about $297,680 at 4% or $198,453 at 6%; with 100% employer match about $223,260 at 4% or $148,840 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-10$3,341,805$178,608$17,861iApproximate average salary by contribution assumption: employee only about $446,520 at 4% or $297,680 at 6%; with 50% employer match about $297,680 at 4% or $198,453 at 6%; with 100% employer match about $223,260 at 4% or $148,840 at 6%.
2020111$3,242,113$137,378$12,489iApproximate average salary by contribution assumption: employee only about $312,223 at 4% or $208,148 at 6%; with 50% employer match about $208,148 at 4% or $138,766 at 6%; with 100% employer match about $156,111 at 4% or $104,074 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-11$3,242,113$137,378$12,489iApproximate average salary by contribution assumption: employee only about $312,223 at 4% or $208,148 at 6%; with 50% employer match about $208,148 at 4% or $138,766 at 6%; with 100% employer match about $156,111 at 4% or $104,074 at 6%.
2019110$2,116,955$129,853$12,985iApproximate average salary by contribution assumption: employee only about $324,633 at 4% or $216,422 at 6%; with 50% employer match about $216,422 at 4% or $144,281 at 6%; with 100% employer match about $162,316 at 4% or $108,211 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-10$2,116,955$129,853$12,985iApproximate average salary by contribution assumption: employee only about $324,633 at 4% or $216,422 at 6%; with 50% employer match about $216,422 at 4% or $144,281 at 6%; with 100% employer match about $162,316 at 4% or $108,211 at 6%.
201818$1,976,606$119,624$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-8$1,976,606$119,624$14,953iApproximate average salary by contribution assumption: employee only about $373,825 at 4% or $249,217 at 6%; with 50% employer match about $249,217 at 4% or $166,144 at 6%; with 100% employer match about $186,913 at 4% or $124,608 at 6%.
201616$1,623,175$94,066$15,678iApproximate average salary by contribution assumption: employee only about $391,942 at 4% or $261,294 at 6%; with 50% employer match about $261,294 at 4% or $174,196 at 6%; with 100% employer match about $195,971 at 4% or $130,647 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,623,175$94,066$15,678iApproximate average salary by contribution assumption: employee only about $391,942 at 4% or $261,294 at 6%; with 50% employer match about $261,294 at 4% or $174,196 at 6%; with 100% employer match about $195,971 at 4% or $130,647 at 6%.
201516$1,602,947$113,865$18,978iApproximate average salary by contribution assumption: employee only about $474,438 at 4% or $316,292 at 6%; with 50% employer match about $316,292 at 4% or $210,861 at 6%; with 100% employer match about $237,219 at 4% or $158,146 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,602,947$113,865$18,978iApproximate average salary by contribution assumption: employee only about $474,438 at 4% or $316,292 at 6%; with 50% employer match about $316,292 at 4% or $210,861 at 6%; with 100% employer match about $237,219 at 4% or $158,146 at 6%.
201416$1,477,754$115,489$19,248iApproximate average salary by contribution assumption: employee only about $481,204 at 4% or $320,803 at 6%; with 50% employer match about $320,803 at 4% or $213,869 at 6%; with 100% employer match about $240,602 at 4% or $160,401 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,477,754$115,489$19,248iApproximate average salary by contribution assumption: employee only about $481,204 at 4% or $320,803 at 6%; with 50% employer match about $320,803 at 4% or $213,869 at 6%; with 100% employer match about $240,602 at 4% or $160,401 at 6%.
201316$1,503,336$114,955$19,159iApproximate average salary by contribution assumption: employee only about $478,979 at 4% or $319,319 at 6%; with 50% employer match about $319,319 at 4% or $212,880 at 6%; with 100% employer match about $239,490 at 4% or $159,660 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,503,336$114,955$19,159iApproximate average salary by contribution assumption: employee only about $478,979 at 4% or $319,319 at 6%; with 50% employer match about $319,319 at 4% or $212,880 at 6%; with 100% employer match about $239,490 at 4% or $159,660 at 6%.
201216$1,261,849$112,364$18,727iApproximate average salary by contribution assumption: employee only about $468,183 at 4% or $312,122 at 6%; with 50% employer match about $312,122 at 4% or $208,081 at 6%; with 100% employer match about $234,092 at 4% or $156,061 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,261,849$112,364$18,727iApproximate average salary by contribution assumption: employee only about $468,183 at 4% or $312,122 at 6%; with 50% employer match about $312,122 at 4% or $208,081 at 6%; with 100% employer match about $234,092 at 4% or $156,061 at 6%.
201116$1,093,332$127,197$21,200iApproximate average salary by contribution assumption: employee only about $529,988 at 4% or $353,325 at 6%; with 50% employer match about $353,325 at 4% or $235,550 at 6%; with 100% employer match about $264,994 at 4% or $176,663 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,093,332$127,197$21,200iApproximate average salary by contribution assumption: employee only about $529,988 at 4% or $353,325 at 6%; with 50% employer match about $353,325 at 4% or $235,550 at 6%; with 100% employer match about $264,994 at 4% or $176,663 at 6%.
201016$1,077,188$127,911$21,319iApproximate average salary by contribution assumption: employee only about $532,963 at 4% or $355,308 at 6%; with 50% employer match about $355,308 at 4% or $236,872 at 6%; with 100% employer match about $266,481 at 4% or $177,654 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$1,077,188$127,911$21,319iApproximate average salary by contribution assumption: employee only about $532,963 at 4% or $355,308 at 6%; with 50% employer match about $355,308 at 4% or $236,872 at 6%; with 100% employer match about $266,481 at 4% or $177,654 at 6%.
200916$853,678$125,424$20,904iApproximate average salary by contribution assumption: employee only about $522,600 at 4% or $348,400 at 6%; with 50% employer match about $348,400 at 4% or $232,267 at 6%; with 100% employer match about $261,300 at 4% or $174,200 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$853,678$125,424$20,904iApproximate average salary by contribution assumption: employee only about $522,600 at 4% or $348,400 at 6%; with 50% employer match about $348,400 at 4% or $232,267 at 6%; with 100% employer match about $261,300 at 4% or $174,200 at 6%.
200816$650,951$119,230$19,872iApproximate average salary by contribution assumption: employee only about $496,792 at 4% or $331,194 at 6%; with 50% employer match about $331,194 at 4% or $220,796 at 6%; with 100% employer match about $248,396 at 4% or $165,597 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$650,951$119,230$19,872iApproximate average salary by contribution assumption: employee only about $496,792 at 4% or $331,194 at 6%; with 50% employer match about $331,194 at 4% or $220,796 at 6%; with 100% employer match about $248,396 at 4% or $165,597 at 6%.
200716$0$0-
Daniel E. Phillips, Dds PLLC 401(K) Plan-6---
200616$558,599$111,344$18,557iApproximate average salary by contribution assumption: employee only about $463,933 at 4% or $309,289 at 6%; with 50% employer match about $309,289 at 4% or $206,193 at 6%; with 100% employer match about $231,967 at 4% or $154,644 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$558,599$111,344$18,557iApproximate average salary by contribution assumption: employee only about $463,933 at 4% or $309,289 at 6%; with 50% employer match about $309,289 at 4% or $206,193 at 6%; with 100% employer match about $231,967 at 4% or $154,644 at 6%.
200516$416,647$439,469$73,245iApproximate average salary by contribution assumption: employee only about $1,831,121 at 4% or $1,220,747 at 6%; with 50% employer match about $1,220,747 at 4% or $813,831 at 6%; with 100% employer match about $915,560 at 4% or $610,374 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$416,647$439,469$73,245iApproximate average salary by contribution assumption: employee only about $1,831,121 at 4% or $1,220,747 at 6%; with 50% employer match about $1,220,747 at 4% or $813,831 at 6%; with 100% employer match about $915,560 at 4% or $610,374 at 6%.
200416$79,164$79,164$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.
Daniel E. Phillips, Dds PLLC 401(K) Plan-6$79,164$79,164$13,194iApproximate average salary by contribution assumption: employee only about $329,850 at 4% or $219,900 at 6%; with 50% employer match about $219,900 at 4% or $146,600 at 6%; with 100% employer match about $164,925 at 4% or $109,950 at 6%.