Civic Intelligence

S. Warren Phillips, Jr. Dds, Ms

Plan context: S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan

EIN 20-0457311 • Wilmington, NC • 26 filings • 3 plans

2606 New Village WayWilmington, NC 28405
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,686,019

2024 Contributions

$279,868

Historical Graphs

Total Assets Over Time

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

$3,686,019$1,843,010$0200420142024YearValue
$3,686,019Latest year 2024

Participants Over Time

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

1260200420142024YearValue
12Latest 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
2024212$3,686,019$279,868$23,322iApproximate average salary by contribution assumption: employee only about $583,058 at 4% or $388,706 at 6%; with 50% employer match about $388,706 at 4% or $259,137 at 6%; with 100% employer match about $291,529 at 4% or $194,353 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-12$2,602,904$47,208$3,934iApproximate average salary by contribution assumption: employee only about $98,350 at 4% or $65,567 at 6%; with 50% employer match about $65,567 at 4% or $43,711 at 6%; with 100% employer match about $49,175 at 4% or $32,783 at 6%.
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN-5$1,083,115$232,660$46,532iApproximate average salary by contribution assumption: employee only about $1,163,300 at 4% or $775,533 at 6%; with 50% employer match about $775,533 at 4% or $517,022 at 6%; with 100% employer match about $581,650 at 4% or $387,767 at 6%.
2023210$3,084,070$310,862$31,086iApproximate average salary by contribution assumption: employee only about $777,155 at 4% or $518,103 at 6%; with 50% employer match about $518,103 at 4% or $345,402 at 6%; with 100% employer match about $388,578 at 4% or $259,052 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-10$2,281,278$43,707$4,371iApproximate average salary by contribution assumption: employee only about $109,268 at 4% or $72,845 at 6%; with 50% employer match about $72,845 at 4% or $48,563 at 6%; with 100% employer match about $54,634 at 4% or $36,423 at 6%.
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN-4$802,792$267,155$66,789iApproximate average salary by contribution assumption: employee only about $1,669,719 at 4% or $1,113,146 at 6%; with 50% employer match about $1,113,146 at 4% or $742,097 at 6%; with 100% employer match about $834,859 at 4% or $556,573 at 6%.
202227$2,487,800$248,842$35,549iApproximate average salary by contribution assumption: employee only about $888,721 at 4% or $592,481 at 6%; with 50% employer match about $592,481 at 4% or $394,987 at 6%; with 100% employer match about $444,361 at 4% or $296,240 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-7$2,005,202$41,963$5,995iApproximate average salary by contribution assumption: employee only about $149,868 at 4% or $99,912 at 6%; with 50% employer match about $99,912 at 4% or $66,608 at 6%; with 100% employer match about $74,934 at 4% or $49,956 at 6%.
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN-4$482,598$206,879$51,720iApproximate average salary by contribution assumption: employee only about $1,292,994 at 4% or $861,996 at 6%; with 50% employer match about $861,996 at 4% or $574,664 at 6%; with 100% employer match about $646,497 at 4% or $430,998 at 6%.
202129$2,683,657$200,189$22,243iApproximate average salary by contribution assumption: employee only about $556,081 at 4% or $370,720 at 6%; with 50% employer match about $370,720 at 4% or $247,147 at 6%; with 100% employer match about $278,040 at 4% or $185,360 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-9$2,370,612$49,736$5,526iApproximate average salary by contribution assumption: employee only about $138,156 at 4% or $92,104 at 6%; with 50% employer match about $92,104 at 4% or $61,402 at 6%; with 100% employer match about $69,078 at 4% or $46,052 at 6%.
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN-6$313,045$150,453$25,076iApproximate average salary by contribution assumption: employee only about $626,888 at 4% or $417,925 at 6%; with 50% employer match about $417,925 at 4% or $278,617 at 6%; with 100% employer match about $313,444 at 4% or $208,963 at 6%.
202029$1,952,621$199,747$22,194iApproximate average salary by contribution assumption: employee only about $554,853 at 4% or $369,902 at 6%; with 50% employer match about $369,902 at 4% or $246,601 at 6%; with 100% employer match about $277,426 at 4% or $184,951 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-9$1,802,056$49,182$5,465iApproximate average salary by contribution assumption: employee only about $136,617 at 4% or $91,078 at 6%; with 50% employer match about $91,078 at 4% or $60,719 at 6%; with 100% employer match about $68,308 at 4% or $45,539 at 6%.
S. WARREN PHILLIPS, JR. DDS, MS, PA CASH BALANCE PLAN-7$150,565$150,565$21,509iApproximate average salary by contribution assumption: employee only about $537,732 at 4% or $358,488 at 6%; with 50% employer match about $358,488 at 4% or $238,992 at 6%; with 100% employer match about $268,866 at 4% or $179,244 at 6%.
201919$1,429,975$56,531$6,281iApproximate average salary by contribution assumption: employee only about $157,031 at 4% or $104,687 at 6%; with 50% employer match about $104,687 at 4% or $69,791 at 6%; with 100% employer match about $78,515 at 4% or $52,344 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-9$1,429,975$56,531$6,281iApproximate average salary by contribution assumption: employee only about $157,031 at 4% or $104,687 at 6%; with 50% employer match about $104,687 at 4% or $69,791 at 6%; with 100% employer match about $78,515 at 4% or $52,344 at 6%.
201819$1,151,089$49,207$5,467iApproximate average salary by contribution assumption: employee only about $136,686 at 4% or $91,124 at 6%; with 50% employer match about $91,124 at 4% or $60,749 at 6%; with 100% employer match about $68,343 at 4% or $45,562 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-9$1,151,089$49,207$5,467iApproximate average salary by contribution assumption: employee only about $136,686 at 4% or $91,124 at 6%; with 50% employer match about $91,124 at 4% or $60,749 at 6%; with 100% employer match about $68,343 at 4% or $45,562 at 6%.
201718$1,115,918$34,306$4,288iApproximate average salary by contribution assumption: employee only about $107,206 at 4% or $71,471 at 6%; with 50% employer match about $71,471 at 4% or $47,647 at 6%; with 100% employer match about $53,603 at 4% or $35,735 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-8$1,115,918$34,306$4,288iApproximate average salary by contribution assumption: employee only about $107,206 at 4% or $71,471 at 6%; with 50% employer match about $71,471 at 4% or $47,647 at 6%; with 100% employer match about $53,603 at 4% or $35,735 at 6%.
201618$973,305$78,491$9,811iApproximate average salary by contribution assumption: employee only about $245,284 at 4% or $163,523 at 6%; with 50% employer match about $163,523 at 4% or $109,015 at 6%; with 100% employer match about $122,642 at 4% or $81,761 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-8$973,305$78,491$9,811iApproximate average salary by contribution assumption: employee only about $245,284 at 4% or $163,523 at 6%; with 50% employer match about $163,523 at 4% or $109,015 at 6%; with 100% employer match about $122,642 at 4% or $81,761 at 6%.
201517$1,102,889$78,191$11,170iApproximate average salary by contribution assumption: employee only about $279,254 at 4% or $186,169 at 6%; with 50% employer match about $186,169 at 4% or $124,113 at 6%; with 100% employer match about $139,627 at 4% or $93,085 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-7$1,102,889$78,191$11,170iApproximate average salary by contribution assumption: employee only about $279,254 at 4% or $186,169 at 6%; with 50% employer match about $186,169 at 4% or $124,113 at 6%; with 100% employer match about $139,627 at 4% or $93,085 at 6%.
201416$1,016,452$65,904$10,984iApproximate average salary by contribution assumption: employee only about $274,600 at 4% or $183,067 at 6%; with 50% employer match about $183,067 at 4% or $122,044 at 6%; with 100% employer match about $137,300 at 4% or $91,533 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-6$1,016,452$65,904$10,984iApproximate average salary by contribution assumption: employee only about $274,600 at 4% or $183,067 at 6%; with 50% employer match about $183,067 at 4% or $122,044 at 6%; with 100% employer match about $137,300 at 4% or $91,533 at 6%.
201318$934,357$65,163$8,145iApproximate average salary by contribution assumption: employee only about $203,634 at 4% or $135,756 at 6%; with 50% employer match about $135,756 at 4% or $90,504 at 6%; with 100% employer match about $101,817 at 4% or $67,878 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-8$934,357$65,163$8,145iApproximate average salary by contribution assumption: employee only about $203,634 at 4% or $135,756 at 6%; with 50% employer match about $135,756 at 4% or $90,504 at 6%; with 100% employer match about $101,817 at 4% or $67,878 at 6%.
201217$752,263$66,673$9,525iApproximate average salary by contribution assumption: employee only about $238,118 at 4% or $158,745 at 6%; with 50% employer match about $158,745 at 4% or $105,830 at 6%; with 100% employer match about $119,059 at 4% or $79,373 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-7$752,263$66,673$9,525iApproximate average salary by contribution assumption: employee only about $238,118 at 4% or $158,745 at 6%; with 50% employer match about $158,745 at 4% or $105,830 at 6%; with 100% employer match about $119,059 at 4% or $79,373 at 6%.
201117$625,707$62,118$8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-7$625,707$62,118$8,874iApproximate average salary by contribution assumption: employee only about $221,850 at 4% or $147,900 at 6%; with 50% employer match about $147,900 at 4% or $98,600 at 6%; with 100% employer match about $110,925 at 4% or $73,950 at 6%.
201016$568,987$60,594$10,099iApproximate average salary by contribution assumption: employee only about $252,475 at 4% or $168,317 at 6%; with 50% employer match about $168,317 at 4% or $112,211 at 6%; with 100% employer match about $126,238 at 4% or $84,158 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-6$568,987$60,594$10,099iApproximate average salary by contribution assumption: employee only about $252,475 at 4% or $168,317 at 6%; with 50% employer match about $168,317 at 4% or $112,211 at 6%; with 100% employer match about $126,238 at 4% or $84,158 at 6%.
200916$444,044$61,635$10,273iApproximate average salary by contribution assumption: employee only about $256,813 at 4% or $171,208 at 6%; with 50% employer match about $171,208 at 4% or $114,139 at 6%; with 100% employer match about $128,406 at 4% or $85,604 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-6$444,044$61,635$10,273iApproximate average salary by contribution assumption: employee only about $256,813 at 4% or $171,208 at 6%; with 50% employer match about $171,208 at 4% or $114,139 at 6%; with 100% employer match about $128,406 at 4% or $85,604 at 6%.
200816$318,896$66,087$11,015iApproximate average salary by contribution assumption: employee only about $275,363 at 4% or $183,575 at 6%; with 50% employer match about $183,575 at 4% or $122,383 at 6%; with 100% employer match about $137,681 at 4% or $91,788 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-6$318,896$66,087$11,015iApproximate average salary by contribution assumption: employee only about $275,363 at 4% or $183,575 at 6%; with 50% employer match about $183,575 at 4% or $122,383 at 6%; with 100% employer match about $137,681 at 4% or $91,788 at 6%.
200716$330,513$60,562$10,094iApproximate average salary by contribution assumption: employee only about $252,342 at 4% or $168,228 at 6%; with 50% employer match about $168,228 at 4% or $112,152 at 6%; with 100% employer match about $126,171 at 4% or $84,114 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-6$330,513$60,562$10,094iApproximate average salary by contribution assumption: employee only about $252,342 at 4% or $168,228 at 6%; with 50% employer match about $168,228 at 4% or $112,152 at 6%; with 100% employer match about $126,171 at 4% or $84,114 at 6%.
200613$262,549$53,920$17,973iApproximate average salary by contribution assumption: employee only about $449,333 at 4% or $299,556 at 6%; with 50% employer match about $299,556 at 4% or $199,704 at 6%; with 100% employer match about $224,667 at 4% or $149,778 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-3$262,549$53,920$17,973iApproximate average salary by contribution assumption: employee only about $449,333 at 4% or $299,556 at 6%; with 50% employer match about $299,556 at 4% or $199,704 at 6%; with 100% employer match about $224,667 at 4% or $149,778 at 6%.
200514$194,135$55,237$13,809iApproximate average salary by contribution assumption: employee only about $345,231 at 4% or $230,154 at 6%; with 50% employer match about $230,154 at 4% or $153,436 at 6%; with 100% employer match about $172,616 at 4% or $115,077 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-4$194,135$55,237$13,809iApproximate average salary by contribution assumption: employee only about $345,231 at 4% or $230,154 at 6%; with 50% employer match about $230,154 at 4% or $153,436 at 6%; with 100% employer match about $172,616 at 4% or $115,077 at 6%.
200414$129,030$43,888$10,972iApproximate average salary by contribution assumption: employee only about $274,300 at 4% or $182,867 at 6%; with 50% employer match about $182,867 at 4% or $121,911 at 6%; with 100% employer match about $137,150 at 4% or $91,433 at 6%.
S. Warren Phillips, Jr., Dds, Ms, Pa 401(K) Plan-4$129,030$43,888$10,972iApproximate average salary by contribution assumption: employee only about $274,300 at 4% or $182,867 at 6%; with 50% employer match about $182,867 at 4% or $121,911 at 6%; with 100% employer match about $137,150 at 4% or $91,433 at 6%.
S. Warren Phillips, Jr. Dds, Ms | EIN 20-0457311 | 2024 Form 5500 Company Profile