Civic Intelligence

William L. Phelps, II, M.D. PC.

Plan context: William L. Phelps, II, M.D. PC. 401(K) Plan

EIN 20-0644643 • Green Valley, AZ • 15 filings • 2 plans

101 W. Duval Road, Suite 101Green Valley, AZ 85614
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$1,142,753

2022 Contributions

$7,726

Historical Graphs

Total Assets Over Time

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

$1,142,753$571,377$0200820152021YearValue
$1,142,753Latest year 2021

Participants Over Time

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

840200820152021YearValue
6Latest year 2021

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
202210$0$7,726-
William L. Phelps, II, M.D. PC. 401(K) Plan-0$0$7,726-
202116$1,142,753$20,088$3,348iApproximate average salary by contribution assumption: employee only about $83,700 at 4% or $55,800 at 6%; with 50% employer match about $55,800 at 4% or $37,200 at 6%; with 100% employer match about $41,850 at 4% or $27,900 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-6$1,142,753$20,088$3,348iApproximate average salary by contribution assumption: employee only about $83,700 at 4% or $55,800 at 6%; with 50% employer match about $55,800 at 4% or $37,200 at 6%; with 100% employer match about $41,850 at 4% or $27,900 at 6%.
202017$979,818$20,735$2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,369 at 6%; with 50% employer match about $49,369 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-7$979,818$20,735$2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,369 at 6%; with 50% employer match about $49,369 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
201918$844,271$21,280$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-8$844,271$21,280$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.
201818$672,771$30,547$3,818iApproximate average salary by contribution assumption: employee only about $95,459 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,426 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-8$672,771$30,547$3,818iApproximate average salary by contribution assumption: employee only about $95,459 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,426 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
201718$703,866$56,489$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-8$703,866$56,489$7,061iApproximate average salary by contribution assumption: employee only about $176,528 at 4% or $117,685 at 6%; with 50% employer match about $117,685 at 4% or $78,457 at 6%; with 100% employer match about $88,264 at 4% or $58,843 at 6%.
201618$557,422$55,573$6,947iApproximate average salary by contribution assumption: employee only about $173,666 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,185 at 6%; with 100% employer match about $86,833 at 4% or $57,889 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-8$557,422$55,573$6,947iApproximate average salary by contribution assumption: employee only about $173,666 at 4% or $115,777 at 6%; with 50% employer match about $115,777 at 4% or $77,185 at 6%; with 100% employer match about $86,833 at 4% or $57,889 at 6%.
201515$456,066$55,075$11,015iApproximate average salary by contribution assumption: employee only about $275,375 at 4% or $183,583 at 6%; with 50% employer match about $183,583 at 4% or $122,389 at 6%; with 100% employer match about $137,688 at 4% or $91,792 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-5$456,066$55,075$11,015iApproximate average salary by contribution assumption: employee only about $275,375 at 4% or $183,583 at 6%; with 50% employer match about $183,583 at 4% or $122,389 at 6%; with 100% employer match about $137,688 at 4% or $91,792 at 6%.
201416$412,295$53,412$8,902iApproximate average salary by contribution assumption: employee only about $222,550 at 4% or $148,367 at 6%; with 50% employer match about $148,367 at 4% or $98,911 at 6%; with 100% employer match about $111,275 at 4% or $74,183 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-6$412,295$53,412$8,902iApproximate average salary by contribution assumption: employee only about $222,550 at 4% or $148,367 at 6%; with 50% employer match about $148,367 at 4% or $98,911 at 6%; with 100% employer match about $111,275 at 4% or $74,183 at 6%.
201315$340,360$52,962$10,592iApproximate average salary by contribution assumption: employee only about $264,810 at 4% or $176,540 at 6%; with 50% employer match about $176,540 at 4% or $117,693 at 6%; with 100% employer match about $132,405 at 4% or $88,270 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-5$340,360$52,962$10,592iApproximate average salary by contribution assumption: employee only about $264,810 at 4% or $176,540 at 6%; with 50% employer match about $176,540 at 4% or $117,693 at 6%; with 100% employer match about $132,405 at 4% or $88,270 at 6%.
201215$230,601$41,637$8,327iApproximate average salary by contribution assumption: employee only about $208,185 at 4% or $138,790 at 6%; with 50% employer match about $138,790 at 4% or $92,527 at 6%; with 100% employer match about $104,093 at 4% or $69,395 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-5$230,601$41,637$8,327iApproximate average salary by contribution assumption: employee only about $208,185 at 4% or $138,790 at 6%; with 50% employer match about $138,790 at 4% or $92,527 at 6%; with 100% employer match about $104,093 at 4% or $69,395 at 6%.
201116$167,089$40,089$6,682iApproximate average salary by contribution assumption: employee only about $167,038 at 4% or $111,358 at 6%; with 50% employer match about $111,358 at 4% or $74,239 at 6%; with 100% employer match about $83,519 at 4% or $55,679 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-6$167,089$40,089$6,682iApproximate average salary by contribution assumption: employee only about $167,038 at 4% or $111,358 at 6%; with 50% employer match about $111,358 at 4% or $74,239 at 6%; with 100% employer match about $83,519 at 4% or $55,679 at 6%.
201014$131,006$40,805$10,201iApproximate average salary by contribution assumption: employee only about $255,031 at 4% or $170,021 at 6%; with 50% employer match about $170,021 at 4% or $113,347 at 6%; with 100% employer match about $127,516 at 4% or $85,010 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-4$131,006$40,805$10,201iApproximate average salary by contribution assumption: employee only about $255,031 at 4% or $170,021 at 6%; with 50% employer match about $170,021 at 4% or $113,347 at 6%; with 100% employer match about $127,516 at 4% or $85,010 at 6%.
200914$77,279$39,773$9,943iApproximate average salary by contribution assumption: employee only about $248,581 at 4% or $165,721 at 6%; with 50% employer match about $165,721 at 4% or $110,481 at 6%; with 100% employer match about $124,291 at 4% or $82,860 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-4$77,279$39,773$9,943iApproximate average salary by contribution assumption: employee only about $248,581 at 4% or $165,721 at 6%; with 50% employer match about $165,721 at 4% or $110,481 at 6%; with 100% employer match about $124,291 at 4% or $82,860 at 6%.
200813$22,779$26,157$8,719iApproximate average salary by contribution assumption: employee only about $217,975 at 4% or $145,317 at 6%; with 50% employer match about $145,317 at 4% or $96,878 at 6%; with 100% employer match about $108,988 at 4% or $72,658 at 6%.
William L. Phelps, II, M.D. PC. 401(K) Plan-3$22,779$26,157$8,719iApproximate average salary by contribution assumption: employee only about $217,975 at 4% or $145,317 at 6%; with 50% employer match about $145,317 at 4% or $96,878 at 6%; with 100% employer match about $108,988 at 4% or $72,658 at 6%.