Phoenix Capital Management
Plan context: Phoenix Capital Management 401(K) Plan and Trust
EIN 20-5611381 • Denver, CO • 7 filings • 4 plans
Current Snapshot
Latest Year
2011
2011 Participants
5
2011 Assets
$225,318
2011 Contributions
$4,800
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Phoenix Capital Management 401(K) Plan and Trust | - | 0 | $0 | $0 | - |
| 2010 | 1 | 5 | $225,318 | $4,800 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| Phoenix Capital Management 401(K) Plan and Trust | - | 5 | $225,318 | $4,800 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| 2009 | 1 | 9 | $210,750 | $46,130 | $5,126iApproximate average salary by contribution assumption: employee only about $128,139 at 4% or $85,426 at 6%; with 50% employer match about $85,426 at 4% or $56,951 at 6%; with 100% employer match about $64,069 at 4% or $42,713 at 6%. |
| Phoenix Capital Management 401(K) Plan and Trust | - | 9 | $210,750 | $46,130 | $5,126iApproximate average salary by contribution assumption: employee only about $128,139 at 4% or $85,426 at 6%; with 50% employer match about $85,426 at 4% or $56,951 at 6%; with 100% employer match about $64,069 at 4% or $42,713 at 6%. |
| 2008 | 2 | 6 | $389,293 | $181,625 | $30,271iApproximate average salary by contribution assumption: employee only about $756,771 at 4% or $504,514 at 6%; with 50% employer match about $504,514 at 4% or $336,343 at 6%; with 100% employer match about $378,385 at 4% or $252,257 at 6%. |
| PHOENIX CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST | - | 1 | $242,467 | $90,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Phoenix Capital Management 401(K) Plan and Trust | - | 6 | $146,826 | $91,625 | $15,271iApproximate average salary by contribution assumption: employee only about $381,771 at 4% or $254,514 at 6%; with 50% employer match about $254,514 at 4% or $169,676 at 6%; with 100% employer match about $190,885 at 4% or $127,257 at 6%. |
| 2007 | 2 | 5 | $0 | $0 | - |
| PHOENIX CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST | - | 1 | - | - | - |
| Phoenix Capital Management 401(K) Plan and Trust | - | 5 | - | - | - |