Phase II Inc.
Plan context: Phase II Inc. 401K Profit Sharing Plan & Trust
EIN 22-3533641 • 5 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
3
2005 Assets
$595,181
2005 Contributions
$29,852
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $0 | $0 | - |
| Phase II Inc. 401K Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2004 | 1 | 3 | $595,181 | $29,852 | $9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%. |
| Phase II Inc. 401K Profit Sharing Plan & Trust | - | 3 | $595,181 | $29,852 | $9,951iApproximate average salary by contribution assumption: employee only about $248,767 at 4% or $165,844 at 6%; with 50% employer match about $165,844 at 4% or $110,563 at 6%; with 100% employer match about $124,383 at 4% or $82,922 at 6%. |
| 2003 | 1 | 4 | $528,041 | $263,532 | $65,883iApproximate average salary by contribution assumption: employee only about $1,647,075 at 4% or $1,098,050 at 6%; with 50% employer match about $1,098,050 at 4% or $732,033 at 6%; with 100% employer match about $823,538 at 4% or $549,025 at 6%. |
| Phase II Inc. 401K Profit Sharing Plan & Trust | - | 4 | $528,041 | $263,532 | $65,883iApproximate average salary by contribution assumption: employee only about $1,647,075 at 4% or $1,098,050 at 6%; with 50% employer match about $1,098,050 at 4% or $732,033 at 6%; with 100% employer match about $823,538 at 4% or $549,025 at 6%. |
| 2002 | 1 | 5 | $0 | $27,102 | $5,420iApproximate average salary by contribution assumption: employee only about $135,510 at 4% or $90,340 at 6%; with 50% employer match about $90,340 at 4% or $60,227 at 6%; with 100% employer match about $67,755 at 4% or $45,170 at 6%. |
| Phase II Inc. 401K Profit Sharing Plan & Trust | - | 5 | - | $27,102 | $5,420iApproximate average salary by contribution assumption: employee only about $135,510 at 4% or $90,340 at 6%; with 50% employer match about $90,340 at 4% or $60,227 at 6%; with 100% employer match about $67,755 at 4% or $45,170 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Phase II Inc. 401K Profit Sharing Plan & Trust | - | 5 | - | - | - |