Phillips & Schmitt, Dds, Pa
Plan context: Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan
EIN 20-4989201 • Asheville, NC • 19 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$1,694,467
2025 Contributions
$155,980
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $1,694,467 | $155,980 | $8,209iApproximate average salary by contribution assumption: employee only about $205,237 at 4% or $136,825 at 6%; with 50% employer match about $136,825 at 4% or $91,216 at 6%; with 100% employer match about $102,618 at 4% or $68,412 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 19 | $1,694,467 | $155,980 | $8,209iApproximate average salary by contribution assumption: employee only about $205,237 at 4% or $136,825 at 6%; with 50% employer match about $136,825 at 4% or $91,216 at 6%; with 100% employer match about $102,618 at 4% or $68,412 at 6%. |
| 2024 | 1 | 19 | $1,282,191 | $162,864 | $8,572iApproximate average salary by contribution assumption: employee only about $214,295 at 4% or $142,863 at 6%; with 50% employer match about $142,863 at 4% or $95,242 at 6%; with 100% employer match about $107,147 at 4% or $71,432 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 19 | $1,282,191 | $162,864 | $8,572iApproximate average salary by contribution assumption: employee only about $214,295 at 4% or $142,863 at 6%; with 50% employer match about $142,863 at 4% or $95,242 at 6%; with 100% employer match about $107,147 at 4% or $71,432 at 6%. |
| 2023 | 1 | 17 | $991,650 | $140,786 | $8,282iApproximate average salary by contribution assumption: employee only about $207,038 at 4% or $138,025 at 6%; with 50% employer match about $138,025 at 4% or $92,017 at 6%; with 100% employer match about $103,519 at 4% or $69,013 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 17 | $991,650 | $140,786 | $8,282iApproximate average salary by contribution assumption: employee only about $207,038 at 4% or $138,025 at 6%; with 50% employer match about $138,025 at 4% or $92,017 at 6%; with 100% employer match about $103,519 at 4% or $69,013 at 6%. |
| 2022 | 1 | 19 | $708,645 | $138,464 | $7,288iApproximate average salary by contribution assumption: employee only about $182,189 at 4% or $121,460 at 6%; with 50% employer match about $121,460 at 4% or $80,973 at 6%; with 100% employer match about $91,095 at 4% or $60,730 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 19 | $708,645 | $138,464 | $7,288iApproximate average salary by contribution assumption: employee only about $182,189 at 4% or $121,460 at 6%; with 50% employer match about $121,460 at 4% or $80,973 at 6%; with 100% employer match about $91,095 at 4% or $60,730 at 6%. |
| 2021 | 1 | 20 | $708,304 | $175,554 | $8,778iApproximate average salary by contribution assumption: employee only about $219,443 at 4% or $146,295 at 6%; with 50% employer match about $146,295 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,148 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 20 | $708,304 | $175,554 | $8,778iApproximate average salary by contribution assumption: employee only about $219,443 at 4% or $146,295 at 6%; with 50% employer match about $146,295 at 4% or $97,530 at 6%; with 100% employer match about $109,721 at 4% or $73,148 at 6%. |
| 2020 | 1 | 18 | $1,876,423 | $134,074 | $7,449iApproximate average salary by contribution assumption: employee only about $186,214 at 4% or $124,143 at 6%; with 50% employer match about $124,143 at 4% or $82,762 at 6%; with 100% employer match about $93,107 at 4% or $62,071 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 18 | $1,876,423 | $134,074 | $7,449iApproximate average salary by contribution assumption: employee only about $186,214 at 4% or $124,143 at 6%; with 50% employer match about $124,143 at 4% or $82,762 at 6%; with 100% employer match about $93,107 at 4% or $62,071 at 6%. |
| 2019 | 1 | 17 | $1,574,991 | $131,208 | $7,718iApproximate average salary by contribution assumption: employee only about $192,953 at 4% or $128,635 at 6%; with 50% employer match about $128,635 at 4% or $85,757 at 6%; with 100% employer match about $96,476 at 4% or $64,318 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 17 | $1,574,991 | $131,208 | $7,718iApproximate average salary by contribution assumption: employee only about $192,953 at 4% or $128,635 at 6%; with 50% employer match about $128,635 at 4% or $85,757 at 6%; with 100% employer match about $96,476 at 4% or $64,318 at 6%. |
| 2018 | 1 | 17 | $1,250,985 | $128,473 | $7,557iApproximate average salary by contribution assumption: employee only about $188,931 at 4% or $125,954 at 6%; with 50% employer match about $125,954 at 4% or $83,969 at 6%; with 100% employer match about $94,465 at 4% or $62,977 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 17 | $1,250,985 | $128,473 | $7,557iApproximate average salary by contribution assumption: employee only about $188,931 at 4% or $125,954 at 6%; with 50% employer match about $125,954 at 4% or $83,969 at 6%; with 100% employer match about $94,465 at 4% or $62,977 at 6%. |
| 2017 | 1 | 12 | $1,208,241 | $97,045 | $8,087iApproximate average salary by contribution assumption: employee only about $202,177 at 4% or $134,785 at 6%; with 50% employer match about $134,785 at 4% or $89,856 at 6%; with 100% employer match about $101,089 at 4% or $67,392 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 12 | $1,208,241 | $97,045 | $8,087iApproximate average salary by contribution assumption: employee only about $202,177 at 4% or $134,785 at 6%; with 50% employer match about $134,785 at 4% or $89,856 at 6%; with 100% employer match about $101,089 at 4% or $67,392 at 6%. |
| 2016 | 1 | 13 | $1,000,982 | $70,140 | $5,395iApproximate average salary by contribution assumption: employee only about $134,885 at 4% or $89,923 at 6%; with 50% employer match about $89,923 at 4% or $59,949 at 6%; with 100% employer match about $67,442 at 4% or $44,962 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 13 | $1,000,982 | $70,140 | $5,395iApproximate average salary by contribution assumption: employee only about $134,885 at 4% or $89,923 at 6%; with 50% employer match about $89,923 at 4% or $59,949 at 6%; with 100% employer match about $67,442 at 4% or $44,962 at 6%. |
| 2015 | 1 | 13 | $870,961 | $87,914 | $6,763iApproximate average salary by contribution assumption: employee only about $169,065 at 4% or $112,710 at 6%; with 50% employer match about $112,710 at 4% or $75,140 at 6%; with 100% employer match about $84,533 at 4% or $56,355 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 13 | $870,961 | $87,914 | $6,763iApproximate average salary by contribution assumption: employee only about $169,065 at 4% or $112,710 at 6%; with 50% employer match about $112,710 at 4% or $75,140 at 6%; with 100% employer match about $84,533 at 4% or $56,355 at 6%. |
| 2014 | 1 | 11 | $952,540 | $59,296 | $5,391iApproximate average salary by contribution assumption: employee only about $134,764 at 4% or $89,842 at 6%; with 50% employer match about $89,842 at 4% or $59,895 at 6%; with 100% employer match about $67,382 at 4% or $44,921 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 11 | $952,540 | $59,296 | $5,391iApproximate average salary by contribution assumption: employee only about $134,764 at 4% or $89,842 at 6%; with 50% employer match about $89,842 at 4% or $59,895 at 6%; with 100% employer match about $67,382 at 4% or $44,921 at 6%. |
| 2013 | 1 | 11 | $999,905 | $53,568 | $4,870iApproximate average salary by contribution assumption: employee only about $121,745 at 4% or $81,164 at 6%; with 50% employer match about $81,164 at 4% or $54,109 at 6%; with 100% employer match about $60,873 at 4% or $40,582 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 11 | $999,905 | $53,568 | $4,870iApproximate average salary by contribution assumption: employee only about $121,745 at 4% or $81,164 at 6%; with 50% employer match about $81,164 at 4% or $54,109 at 6%; with 100% employer match about $60,873 at 4% or $40,582 at 6%. |
| 2012 | 1 | 11 | $875,973 | $17,769 | $1,615iApproximate average salary by contribution assumption: employee only about $40,384 at 4% or $26,923 at 6%; with 50% employer match about $26,923 at 4% or $17,948 at 6%; with 100% employer match about $20,192 at 4% or $13,461 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 11 | $875,973 | $17,769 | $1,615iApproximate average salary by contribution assumption: employee only about $40,384 at 4% or $26,923 at 6%; with 50% employer match about $26,923 at 4% or $17,948 at 6%; with 100% employer match about $20,192 at 4% or $13,461 at 6%. |
| 2011 | 1 | 10 | $750,475 | $40,384 | $4,038iApproximate average salary by contribution assumption: employee only about $100,960 at 4% or $67,307 at 6%; with 50% employer match about $67,307 at 4% or $44,871 at 6%; with 100% employer match about $50,480 at 4% or $33,653 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 10 | $750,475 | $40,384 | $4,038iApproximate average salary by contribution assumption: employee only about $100,960 at 4% or $67,307 at 6%; with 50% employer match about $67,307 at 4% or $44,871 at 6%; with 100% employer match about $50,480 at 4% or $33,653 at 6%. |
| 2010 | 1 | 10 | $725,032 | $84,839 | $8,484iApproximate average salary by contribution assumption: employee only about $212,098 at 4% or $141,398 at 6%; with 50% employer match about $141,398 at 4% or $94,266 at 6%; with 100% employer match about $106,049 at 4% or $70,699 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 10 | $725,032 | $84,839 | $8,484iApproximate average salary by contribution assumption: employee only about $212,098 at 4% or $141,398 at 6%; with 50% employer match about $141,398 at 4% or $94,266 at 6%; with 100% employer match about $106,049 at 4% or $70,699 at 6%. |
| 2009 | 1 | 8 | $560,250 | $77,715 | $9,714iApproximate average salary by contribution assumption: employee only about $242,859 at 4% or $161,906 at 6%; with 50% employer match about $161,906 at 4% or $107,938 at 6%; with 100% employer match about $121,430 at 4% or $80,953 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 8 | $560,250 | $77,715 | $9,714iApproximate average salary by contribution assumption: employee only about $242,859 at 4% or $161,906 at 6%; with 50% employer match about $161,906 at 4% or $107,938 at 6%; with 100% employer match about $121,430 at 4% or $80,953 at 6%. |
| 2008 | 1 | 6 | $378,373 | $72,842 | $12,140iApproximate average salary by contribution assumption: employee only about $303,508 at 4% or $202,339 at 6%; with 50% employer match about $202,339 at 4% or $134,893 at 6%; with 100% employer match about $151,754 at 4% or $101,169 at 6%. |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 6 | $378,373 | $72,842 | $12,140iApproximate average salary by contribution assumption: employee only about $303,508 at 4% or $202,339 at 6%; with 50% employer match about $202,339 at 4% or $134,893 at 6%; with 100% employer match about $151,754 at 4% or $101,169 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Phillips & Schmitt, Dds, Pa 401(K) Profit Sharing Plan | - | 7 | - | - | - |