Civic Intelligence

Phoenix Advisors LLC

Plan context: Phoenix Advisors LLC 401K Plan

EIN 20-1382044 • Hamilton, NJ • 15 filings • 2 plans

2000 Water View DriveHamilton, NJ 08691
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$5,328,341

2024 Contributions

$474,844

Historical Graphs

Total Assets Over Time

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

$5,328,341$2,664,171$0201020172023YearValue
$5,328,341Latest year 2023

Participants Over Time

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

20100201020172023YearValue
20Latest year 2023

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
202410$0$0-
Phoenix Advisors LLC 401K Plan-0$0$0-
2023120$5,328,341$474,844$23,742iApproximate average salary by contribution assumption: employee only about $593,555 at 4% or $395,703 at 6%; with 50% employer match about $395,703 at 4% or $263,802 at 6%; with 100% employer match about $296,778 at 4% or $197,852 at 6%.
Phoenix Advisors LLC 401K Plan-20$5,328,341$474,844$23,742iApproximate average salary by contribution assumption: employee only about $593,555 at 4% or $395,703 at 6%; with 50% employer match about $395,703 at 4% or $263,802 at 6%; with 100% employer match about $296,778 at 4% or $197,852 at 6%.
2022119$4,092,294$286,761$15,093iApproximate average salary by contribution assumption: employee only about $377,317 at 4% or $251,545 at 6%; with 50% employer match about $251,545 at 4% or $167,696 at 6%; with 100% employer match about $188,659 at 4% or $125,772 at 6%.
Phoenix Advisors LLC 401K Plan-19$4,092,294$286,761$15,093iApproximate average salary by contribution assumption: employee only about $377,317 at 4% or $251,545 at 6%; with 50% employer match about $251,545 at 4% or $167,696 at 6%; with 100% employer match about $188,659 at 4% or $125,772 at 6%.
2021119$4,910,922$367,705$19,353iApproximate average salary by contribution assumption: employee only about $483,822 at 4% or $322,548 at 6%; with 50% employer match about $322,548 at 4% or $215,032 at 6%; with 100% employer match about $241,911 at 4% or $161,274 at 6%.
Phoenix Advisors LLC 401K Plan-19$4,910,922$367,705$19,353iApproximate average salary by contribution assumption: employee only about $483,822 at 4% or $322,548 at 6%; with 50% employer match about $322,548 at 4% or $215,032 at 6%; with 100% employer match about $241,911 at 4% or $161,274 at 6%.
2020118$3,994,171$358,816$19,934iApproximate average salary by contribution assumption: employee only about $498,356 at 4% or $332,237 at 6%; with 50% employer match about $332,237 at 4% or $221,491 at 6%; with 100% employer match about $249,178 at 4% or $166,119 at 6%.
Phoenix Advisors LLC 401K Plan-18$3,994,171$358,816$19,934iApproximate average salary by contribution assumption: employee only about $498,356 at 4% or $332,237 at 6%; with 50% employer match about $332,237 at 4% or $221,491 at 6%; with 100% employer match about $249,178 at 4% or $166,119 at 6%.
2019118$3,100,731$315,641$17,536iApproximate average salary by contribution assumption: employee only about $438,390 at 4% or $292,260 at 6%; with 50% employer match about $292,260 at 4% or $194,840 at 6%; with 100% employer match about $219,195 at 4% or $146,130 at 6%.
Phoenix Advisors LLC 401K Plan-18$3,100,731$315,641$17,536iApproximate average salary by contribution assumption: employee only about $438,390 at 4% or $292,260 at 6%; with 50% employer match about $292,260 at 4% or $194,840 at 6%; with 100% employer match about $219,195 at 4% or $146,130 at 6%.
2018118$2,193,556$335,316$18,629iApproximate average salary by contribution assumption: employee only about $465,717 at 4% or $310,478 at 6%; with 50% employer match about $310,478 at 4% or $206,985 at 6%; with 100% employer match about $232,858 at 4% or $155,239 at 6%.
Phoenix Advisors LLC 401K Plan-18$2,193,556$335,316$18,629iApproximate average salary by contribution assumption: employee only about $465,717 at 4% or $310,478 at 6%; with 50% employer match about $310,478 at 4% or $206,985 at 6%; with 100% employer match about $232,858 at 4% or $155,239 at 6%.
2017117$2,040,085$273,216$16,072iApproximate average salary by contribution assumption: employee only about $401,788 at 4% or $267,859 at 6%; with 50% employer match about $267,859 at 4% or $178,573 at 6%; with 100% employer match about $200,894 at 4% or $133,929 at 6%.
Phoenix Advisors LLC 401K Plan-17$2,040,085$273,216$16,072iApproximate average salary by contribution assumption: employee only about $401,788 at 4% or $267,859 at 6%; with 50% employer match about $267,859 at 4% or $178,573 at 6%; with 100% employer match about $200,894 at 4% or $133,929 at 6%.
2016117$1,513,290$241,560$14,209iApproximate average salary by contribution assumption: employee only about $355,235 at 4% or $236,824 at 6%; with 50% employer match about $236,824 at 4% or $157,882 at 6%; with 100% employer match about $177,618 at 4% or $118,412 at 6%.
Phoenix Advisors LLC 401K Plan-17$1,513,290$241,560$14,209iApproximate average salary by contribution assumption: employee only about $355,235 at 4% or $236,824 at 6%; with 50% employer match about $236,824 at 4% or $157,882 at 6%; with 100% employer match about $177,618 at 4% or $118,412 at 6%.
2015113$1,132,831$274,917$21,147iApproximate average salary by contribution assumption: employee only about $528,687 at 4% or $352,458 at 6%; with 50% employer match about $352,458 at 4% or $234,972 at 6%; with 100% employer match about $264,343 at 4% or $176,229 at 6%.
Phoenix Advisors LLC 401K Plan-13$1,132,831$274,917$21,147iApproximate average salary by contribution assumption: employee only about $528,687 at 4% or $352,458 at 6%; with 50% employer match about $352,458 at 4% or $234,972 at 6%; with 100% employer match about $264,343 at 4% or $176,229 at 6%.
2014112$896,572$140,584$11,715iApproximate average salary by contribution assumption: employee only about $292,883 at 4% or $195,256 at 6%; with 50% employer match about $195,256 at 4% or $130,170 at 6%; with 100% employer match about $146,442 at 4% or $97,628 at 6%.
Phoenix Advisors LLC 401K Plan-12$896,572$140,584$11,715iApproximate average salary by contribution assumption: employee only about $292,883 at 4% or $195,256 at 6%; with 50% employer match about $195,256 at 4% or $130,170 at 6%; with 100% employer match about $146,442 at 4% or $97,628 at 6%.
2013111$711,876$107,082$9,735iApproximate average salary by contribution assumption: employee only about $243,368 at 4% or $162,245 at 6%; with 50% employer match about $162,245 at 4% or $108,164 at 6%; with 100% employer match about $121,684 at 4% or $81,123 at 6%.
Phoenix Advisors LLC 401K Plan-11$711,876$107,082$9,735iApproximate average salary by contribution assumption: employee only about $243,368 at 4% or $162,245 at 6%; with 50% employer match about $162,245 at 4% or $108,164 at 6%; with 100% employer match about $121,684 at 4% or $81,123 at 6%.
2012110$483,619$153,243$15,324iApproximate average salary by contribution assumption: employee only about $383,108 at 4% or $255,405 at 6%; with 50% employer match about $255,405 at 4% or $170,270 at 6%; with 100% employer match about $191,554 at 4% or $127,703 at 6%.
Phoenix Advisors LLC 401K Plan-10$483,619$153,243$15,324iApproximate average salary by contribution assumption: employee only about $383,108 at 4% or $255,405 at 6%; with 50% employer match about $255,405 at 4% or $170,270 at 6%; with 100% employer match about $191,554 at 4% or $127,703 at 6%.
201117$290,948$159,802$22,829iApproximate average salary by contribution assumption: employee only about $570,721 at 4% or $380,481 at 6%; with 50% employer match about $380,481 at 4% or $253,654 at 6%; with 100% employer match about $285,361 at 4% or $190,240 at 6%.
Phoenix Advisors LLC 401K Plan-7$290,948$159,802$22,829iApproximate average salary by contribution assumption: employee only about $570,721 at 4% or $380,481 at 6%; with 50% employer match about $380,481 at 4% or $253,654 at 6%; with 100% employer match about $285,361 at 4% or $190,240 at 6%.
201017$122,626$116,103$16,586iApproximate average salary by contribution assumption: employee only about $414,654 at 4% or $276,436 at 6%; with 50% employer match about $276,436 at 4% or $184,290 at 6%; with 100% employer match about $207,327 at 4% or $138,218 at 6%.
Phoenix Advisors LLC 401K Plan-7$122,626$116,103$16,586iApproximate average salary by contribution assumption: employee only about $414,654 at 4% or $276,436 at 6%; with 50% employer match about $276,436 at 4% or $184,290 at 6%; with 100% employer match about $207,327 at 4% or $138,218 at 6%.