Phase 1 Group Inc.
Plan context: PHASE 1 GROUP, INC. CASH BALANCE PLAN
EIN 22-3540738 • Staten Island, NY • 34 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,362,877
2024 Contributions
$214,805
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 | 8 | $2,362,877 | $214,805 | $26,851iApproximate average salary by contribution assumption: employee only about $671,266 at 4% or $447,510 at 6%; with 50% employer match about $447,510 at 4% or $298,340 at 6%; with 100% employer match about $335,633 at 4% or $223,755 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 6 | $1,466,826 | $146,296 | $24,383iApproximate average salary by contribution assumption: employee only about $609,567 at 4% or $406,378 at 6%; with 50% employer match about $406,378 at 4% or $270,919 at 6%; with 100% employer match about $304,783 at 4% or $203,189 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 8 | $896,051 | $68,509 | $8,564iApproximate average salary by contribution assumption: employee only about $214,091 at 4% or $142,727 at 6%; with 50% employer match about $142,727 at 4% or $95,151 at 6%; with 100% employer match about $107,045 at 4% or $71,364 at 6%. |
| 2023 | 2 | 9 | $1,960,343 | $80,849 | $8,983iApproximate average salary by contribution assumption: employee only about $224,581 at 4% or $149,720 at 6%; with 50% employer match about $149,720 at 4% or $99,814 at 6%; with 100% employer match about $112,290 at 4% or $74,860 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 5 | $1,200,245 | $19,820 | $3,964iApproximate average salary by contribution assumption: employee only about $99,100 at 4% or $66,067 at 6%; with 50% employer match about $66,067 at 4% or $44,044 at 6%; with 100% employer match about $49,550 at 4% or $33,033 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 9 | $760,098 | $61,029 | $6,781iApproximate average salary by contribution assumption: employee only about $169,525 at 4% or $113,017 at 6%; with 50% employer match about $113,017 at 4% or $75,344 at 6%; with 100% employer match about $84,763 at 4% or $56,508 at 6%. |
| 2022 | 2 | 7 | $1,653,667 | $369,936 | $52,848iApproximate average salary by contribution assumption: employee only about $1,321,200 at 4% or $880,800 at 6%; with 50% employer match about $880,800 at 4% or $587,200 at 6%; with 100% employer match about $660,600 at 4% or $440,400 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 5 | $1,034,925 | $215,205 | $43,041iApproximate average salary by contribution assumption: employee only about $1,076,025 at 4% or $717,350 at 6%; with 50% employer match about $717,350 at 4% or $478,233 at 6%; with 100% employer match about $538,013 at 4% or $358,675 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 7 | $618,742 | $154,731 | $22,104iApproximate average salary by contribution assumption: employee only about $552,611 at 4% or $368,407 at 6%; with 50% employer match about $368,407 at 4% or $245,605 at 6%; with 100% employer match about $276,305 at 4% or $184,204 at 6%. |
| 2021 | 2 | 8 | $1,443,063 | $355,158 | $44,395iApproximate average salary by contribution assumption: employee only about $1,109,869 at 4% or $739,913 at 6%; with 50% employer match about $739,913 at 4% or $493,275 at 6%; with 100% employer match about $554,934 at 4% or $369,956 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 7 | $879,550 | $204,894 | $29,271iApproximate average salary by contribution assumption: employee only about $731,764 at 4% or $487,843 at 6%; with 50% employer match about $487,843 at 4% or $325,229 at 6%; with 100% employer match about $365,882 at 4% or $243,921 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 8 | $563,513 | $150,264 | $18,783iApproximate average salary by contribution assumption: employee only about $469,575 at 4% or $313,050 at 6%; with 50% employer match about $313,050 at 4% or $208,700 at 6%; with 100% employer match about $234,788 at 4% or $156,525 at 6%. |
| 2020 | 2 | 7 | $1,003,929 | $358,433 | $51,205iApproximate average salary by contribution assumption: employee only about $1,280,118 at 4% or $853,412 at 6%; with 50% employer match about $853,412 at 4% or $568,941 at 6%; with 100% employer match about $640,059 at 4% or $426,706 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 7 | $630,136 | $201,781 | $28,826iApproximate average salary by contribution assumption: employee only about $720,646 at 4% or $480,431 at 6%; with 50% employer match about $480,431 at 4% or $320,287 at 6%; with 100% employer match about $360,323 at 4% or $240,215 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 7 | $373,793 | $156,652 | $22,379iApproximate average salary by contribution assumption: employee only about $559,471 at 4% or $372,981 at 6%; with 50% employer match about $372,981 at 4% or $248,654 at 6%; with 100% employer match about $279,736 at 4% or $186,490 at 6%. |
| 2019 | 3 | 8 | $579,376 | $339,101 | $42,388iApproximate average salary by contribution assumption: employee only about $1,059,691 at 4% or $706,460 at 6%; with 50% employer match about $706,460 at 4% or $470,974 at 6%; with 100% employer match about $529,845 at 4% or $353,230 at 6%. |
| PHASE 1 GROUP, INC. CASH BALANCE PLAN | - | 8 | $400,680 | $200,704 | $25,088iApproximate average salary by contribution assumption: employee only about $627,200 at 4% or $418,133 at 6%; with 50% employer match about $418,133 at 4% or $278,756 at 6%; with 100% employer match about $313,600 at 4% or $209,067 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 8 | $178,696 | $138,397 | $17,300iApproximate average salary by contribution assumption: employee only about $432,491 at 4% or $288,327 at 6%; with 50% employer match about $288,327 at 4% or $192,218 at 6%; with 100% employer match about $216,245 at 4% or $144,164 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 0 | - | - | - |
| 2018 | 1 | 2 | $0 | $0 | - |
| Phase One Group Inc. 412(I) Plan | - | 2 | - | - | - |
| 2017 | 2 | 3 | $1,665,128 | $32,400 | $10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 3 | $1,665,128 | $32,400 | $10,800iApproximate average salary by contribution assumption: employee only about $270,000 at 4% or $180,000 at 6%; with 50% employer match about $180,000 at 4% or $120,000 at 6%; with 100% employer match about $135,000 at 4% or $90,000 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 2 | - | - | - |
| 2016 | 2 | 3 | $1,386,357 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 3 | $1,386,357 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 2 | - | - | - |
| 2015 | 2 | 3 | $1,228,415 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 3 | $1,228,415 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 2 | - | - | - |
| 2014 | 2 | 4 | $1,297,890 | $31,200 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $1,297,890 | $31,200 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 3 | - | - | - |
| 2013 | 2 | 4 | $1,175,336 | $34,369 | $8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $1,175,336 | $34,369 | $8,592iApproximate average salary by contribution assumption: employee only about $214,806 at 4% or $143,204 at 6%; with 50% employer match about $143,204 at 4% or $95,469 at 6%; with 100% employer match about $107,403 at 4% or $71,602 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 3 | - | - | - |
| 2012 | 2 | 4 | $897,781 | $43,596 | $10,899iApproximate average salary by contribution assumption: employee only about $272,475 at 4% or $181,650 at 6%; with 50% employer match about $181,650 at 4% or $121,100 at 6%; with 100% employer match about $136,238 at 4% or $90,825 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $897,781 | $43,596 | $10,899iApproximate average salary by contribution assumption: employee only about $272,475 at 4% or $181,650 at 6%; with 50% employer match about $181,650 at 4% or $121,100 at 6%; with 100% employer match about $136,238 at 4% or $90,825 at 6%. |
| Phase One Group Inc. 412(I) Plan | - | 3 | - | - | - |
| 2011 | 2 | 4 | $778,048 | $97,758 | $24,440iApproximate average salary by contribution assumption: employee only about $610,988 at 4% or $407,325 at 6%; with 50% employer match about $407,325 at 4% or $271,550 at 6%; with 100% employer match about $305,494 at 4% or $203,663 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $778,048 | $97,758 | $24,440iApproximate average salary by contribution assumption: employee only about $610,988 at 4% or $407,325 at 6%; with 50% employer match about $407,325 at 4% or $271,550 at 6%; with 100% employer match about $305,494 at 4% or $203,663 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2010 | 2 | 4 | $706,371 | $122,490 | $30,623iApproximate average salary by contribution assumption: employee only about $765,563 at 4% or $510,375 at 6%; with 50% employer match about $510,375 at 4% or $340,250 at 6%; with 100% employer match about $382,781 at 4% or $255,188 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $706,371 | $122,490 | $30,623iApproximate average salary by contribution assumption: employee only about $765,563 at 4% or $510,375 at 6%; with 50% employer match about $510,375 at 4% or $340,250 at 6%; with 100% employer match about $382,781 at 4% or $255,188 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2009 | 2 | 4 | $535,205 | $118,268 | $29,567iApproximate average salary by contribution assumption: employee only about $739,175 at 4% or $492,783 at 6%; with 50% employer match about $492,783 at 4% or $328,522 at 6%; with 100% employer match about $369,588 at 4% or $246,392 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | $535,205 | $118,268 | $29,567iApproximate average salary by contribution assumption: employee only about $739,175 at 4% or $492,783 at 6%; with 50% employer match about $492,783 at 4% or $328,522 at 6%; with 100% employer match about $369,588 at 4% or $246,392 at 6%. |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2008 | 1 | 4 | $0 | $0 | - |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Phase 1 Group Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |