Current Snapshot
Latest Year
2024
2024 Participants
1,411
2024 Assets
$6,595,374
2024 Contributions
$1,665,809
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 1,411 | $6,595,374 | $1,665,809 | $1,181iApproximate average salary by contribution assumption: employee only about $29,515 at 4% or $19,676 at 6%; with 50% employer match about $19,676 at 4% or $13,118 at 6%; with 100% employer match about $14,757 at 4% or $9,838 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,411 | $6,595,374 | $1,665,809 | $1,181iApproximate average salary by contribution assumption: employee only about $29,515 at 4% or $19,676 at 6%; with 50% employer match about $19,676 at 4% or $13,118 at 6%; with 100% employer match about $14,757 at 4% or $9,838 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 315 | - | - | - |
| 2023 | 2 | 1,133 | $5,239,087 | $1,267,285 | $1,119iApproximate average salary by contribution assumption: employee only about $27,963 at 4% or $18,642 at 6%; with 50% employer match about $18,642 at 4% or $12,428 at 6%; with 100% employer match about $13,982 at 4% or $9,321 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,133 | $5,239,087 | $1,267,285 | $1,119iApproximate average salary by contribution assumption: employee only about $27,963 at 4% or $18,642 at 6%; with 50% employer match about $18,642 at 4% or $12,428 at 6%; with 100% employer match about $13,982 at 4% or $9,321 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 313 | - | - | - |
| 2022 | 2 | 1,202 | $3,823,576 | $1,552,185 | $1,291iApproximate average salary by contribution assumption: employee only about $32,283 at 4% or $21,522 at 6%; with 50% employer match about $21,522 at 4% or $14,348 at 6%; with 100% employer match about $16,142 at 4% or $10,761 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,202 | $3,823,576 | $1,552,185 | $1,291iApproximate average salary by contribution assumption: employee only about $32,283 at 4% or $21,522 at 6%; with 50% employer match about $21,522 at 4% or $14,348 at 6%; with 100% employer match about $16,142 at 4% or $10,761 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 208 | - | - | - |
| 2021 | 2 | 1,058 | $4,211,195 | $1,189,904 | $1,125iApproximate average salary by contribution assumption: employee only about $28,117 at 4% or $18,745 at 6%; with 50% employer match about $18,745 at 4% or $12,496 at 6%; with 100% employer match about $14,058 at 4% or $9,372 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,058 | $4,211,195 | $1,189,904 | $1,125iApproximate average salary by contribution assumption: employee only about $28,117 at 4% or $18,745 at 6%; with 50% employer match about $18,745 at 4% or $12,496 at 6%; with 100% employer match about $14,058 at 4% or $9,372 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 229 | - | - | - |
| 2020 | 2 | 901 | $3,281,991 | $970,697 | $1,077iApproximate average salary by contribution assumption: employee only about $26,934 at 4% or $17,956 at 6%; with 50% employer match about $17,956 at 4% or $11,971 at 6%; with 100% employer match about $13,467 at 4% or $8,978 at 6%. |
| Philz Coffee 401(K) Plan | - | 901 | $3,281,991 | $970,697 | $1,077iApproximate average salary by contribution assumption: employee only about $26,934 at 4% or $17,956 at 6%; with 50% employer match about $17,956 at 4% or $11,971 at 6%; with 100% employer match about $13,467 at 4% or $8,978 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 235 | - | - | - |
| 2019 | 2 | 1,196 | $2,357,604 | $873,051 | $730iApproximate average salary by contribution assumption: employee only about $18,249 at 4% or $12,166 at 6%; with 50% employer match about $12,166 at 4% or $8,111 at 6%; with 100% employer match about $9,125 at 4% or $6,083 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,196 | $2,357,604 | $873,051 | $730iApproximate average salary by contribution assumption: employee only about $18,249 at 4% or $12,166 at 6%; with 50% employer match about $12,166 at 4% or $8,111 at 6%; with 100% employer match about $9,125 at 4% or $6,083 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 393 | - | - | - |
| 2018 | 2 | 1,052 | $1,373,039 | $703,345 | $669iApproximate average salary by contribution assumption: employee only about $16,714 at 4% or $11,143 at 6%; with 50% employer match about $11,143 at 4% or $7,429 at 6%; with 100% employer match about $8,357 at 4% or $5,571 at 6%. |
| Philz Coffee 401(K) Plan | - | 1,052 | $1,373,039 | $703,345 | $669iApproximate average salary by contribution assumption: employee only about $16,714 at 4% or $11,143 at 6%; with 50% employer match about $11,143 at 4% or $7,429 at 6%; with 100% employer match about $8,357 at 4% or $5,571 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 378 | - | - | - |
| 2017 | 2 | 940 | $903,198 | $419,952 | $447iApproximate average salary by contribution assumption: employee only about $11,169 at 4% or $7,446 at 6%; with 50% employer match about $7,446 at 4% or $4,964 at 6%; with 100% employer match about $5,584 at 4% or $3,723 at 6%. |
| Philz Coffee 401(K) Plan | - | 940 | $903,198 | $419,952 | $447iApproximate average salary by contribution assumption: employee only about $11,169 at 4% or $7,446 at 6%; with 50% employer match about $7,446 at 4% or $4,964 at 6%; with 100% employer match about $5,584 at 4% or $3,723 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 312 | - | - | - |
| 2016 | 2 | 749 | $403,420 | $383,005 | $511iApproximate average salary by contribution assumption: employee only about $12,784 at 4% or $8,523 at 6%; with 50% employer match about $8,523 at 4% or $5,682 at 6%; with 100% employer match about $6,392 at 4% or $4,261 at 6%. |
| Philz Coffee 401(K) Plan | - | 749 | $403,420 | $383,005 | $511iApproximate average salary by contribution assumption: employee only about $12,784 at 4% or $8,523 at 6%; with 50% employer match about $8,523 at 4% or $5,682 at 6%; with 100% employer match about $6,392 at 4% or $4,261 at 6%. |
| Philz Coffee Health and Welfare Plan | - | 327 | - | - | - |
| 2015 | 1 | 319 | $0 | $0 | - |
| Philz Coffee Health and Welfare Plan | - | 319 | - | - | - |
| 2014 | 1 | 168 | $0 | $0 | - |
| Philz Coffee Health and Welfare Plan | - | 168 | - | - | - |