Civic Intelligence

Charles M Phillips

Plan context: Charles M Phillips 401(K) Plan and Trust

EIN 20-4003279 • Washington, NC • 12 filings • 3 plans

1468 Carolina AvenueWashington, NC 27889
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$214,248

2024 Contributions

$33,688

Historical Graphs

Total Assets Over Time

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

$339,437$169,719$0201320192024YearValue
$214,248Latest year 2024

Participants Over Time

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

110201320192024YearValue
1Latest 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
202411$214,248$0-
Charles M Phillips 401(K) Plan and Trust-1$214,248--
202311$187,733$0-
Charles M Phillips 401(K) Plan and Trust-1$187,733--
202211$185,960$0-
Charles M Phillips 401(K) Plan and Trust-1$185,960--
202111$220,356$0-
Charles M Phillips 401(K) Plan and Trust-1$220,356--
202011$326,357$0-
Charles M Phillips 401(K) Plan and Trust-1$326,357--
201911$323,141$0-
Charles M Phillips 401(K) Plan and Trust-1$323,141--
201811$339,437$0-
Charles M Phillips 401(K) Plan and Trust-1$339,437--
201711$338,650$33,688$33,688iApproximate average salary by contribution assumption: employee only about $842,200 at 4% or $561,467 at 6%; with 50% employer match about $561,467 at 4% or $374,311 at 6%; with 100% employer match about $421,100 at 4% or $280,733 at 6%.
Charles M Phillips 401(K) Plan and Trust-1$338,650$33,688$33,688iApproximate average salary by contribution assumption: employee only about $842,200 at 4% or $561,467 at 6%; with 50% employer match about $561,467 at 4% or $374,311 at 6%; with 100% employer match about $421,100 at 4% or $280,733 at 6%.
201611$294,840$13,934$13,934iApproximate average salary by contribution assumption: employee only about $348,350 at 4% or $232,233 at 6%; with 50% employer match about $232,233 at 4% or $154,822 at 6%; with 100% employer match about $174,175 at 4% or $116,117 at 6%.
Charles M Phillips 401(K) Plan and Trust-1$294,840$13,934$13,934iApproximate average salary by contribution assumption: employee only about $348,350 at 4% or $232,233 at 6%; with 50% employer match about $232,233 at 4% or $154,822 at 6%; with 100% employer match about $174,175 at 4% or $116,117 at 6%.
201511$255,720$28,208$28,208iApproximate average salary by contribution assumption: employee only about $705,200 at 4% or $470,133 at 6%; with 50% employer match about $470,133 at 4% or $313,422 at 6%; with 100% employer match about $352,600 at 4% or $235,067 at 6%.
Charles M Phillips 401(K) Plan and Trust-1$255,720$28,208$28,208iApproximate average salary by contribution assumption: employee only about $705,200 at 4% or $470,133 at 6%; with 50% employer match about $470,133 at 4% or $313,422 at 6%; with 100% employer match about $352,600 at 4% or $235,067 at 6%.
201411$223,163$31,287$31,287iApproximate average salary by contribution assumption: employee only about $782,175 at 4% or $521,450 at 6%; with 50% employer match about $521,450 at 4% or $347,633 at 6%; with 100% employer match about $391,088 at 4% or $260,725 at 6%.
Charles M Phillips 401(K) Plan and Trust-1$223,163$31,287$31,287iApproximate average salary by contribution assumption: employee only about $782,175 at 4% or $521,450 at 6%; with 50% employer match about $521,450 at 4% or $347,633 at 6%; with 100% employer match about $391,088 at 4% or $260,725 at 6%.
201311$179,196$41,765$41,765iApproximate average salary by contribution assumption: employee only about $1,044,125 at 4% or $696,083 at 6%; with 50% employer match about $696,083 at 4% or $464,056 at 6%; with 100% employer match about $522,063 at 4% or $348,042 at 6%.
Charles M Phillips 401(K) Plan and Trust-1$179,196$41,765$41,765iApproximate average salary by contribution assumption: employee only about $1,044,125 at 4% or $696,083 at 6%; with 50% employer match about $696,083 at 4% or $464,056 at 6%; with 100% employer match about $522,063 at 4% or $348,042 at 6%.