ODONNELL & PHILLIPS, LLC
Plan context: HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN
EIN 23-3040504 • Lancaster, PA • 23 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$5,523,609
2025 Contributions
$307,167
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 | 27 | $5,523,609 | $307,167 | $11,377iApproximate average salary by contribution assumption: employee only about $284,414 at 4% or $189,609 at 6%; with 50% employer match about $189,609 at 4% or $126,406 at 6%; with 100% employer match about $142,207 at 4% or $94,805 at 6%. |
| HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 27 | $5,523,609 | $307,167 | $11,377iApproximate average salary by contribution assumption: employee only about $284,414 at 4% or $189,609 at 6%; with 50% employer match about $189,609 at 4% or $126,406 at 6%; with 100% employer match about $142,207 at 4% or $94,805 at 6%. |
| 2024 | 1 | 26 | $4,669,486 | $231,782 | $8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%. |
| HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 26 | $4,669,486 | $231,782 | $8,915iApproximate average salary by contribution assumption: employee only about $222,867 at 4% or $148,578 at 6%; with 50% employer match about $148,578 at 4% or $99,052 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%. |
| 2023 | 1 | 22 | $3,810,538 | $218,994 | $9,954iApproximate average salary by contribution assumption: employee only about $248,857 at 4% or $165,905 at 6%; with 50% employer match about $165,905 at 4% or $110,603 at 6%; with 100% employer match about $124,428 at 4% or $82,952 at 6%. |
| HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 22 | $3,810,538 | $218,994 | $9,954iApproximate average salary by contribution assumption: employee only about $248,857 at 4% or $165,905 at 6%; with 50% employer match about $165,905 at 4% or $110,603 at 6%; with 100% employer match about $124,428 at 4% or $82,952 at 6%. |
| 2022 | 1 | 20 | $2,982,577 | $214,155 | $10,708iApproximate average salary by contribution assumption: employee only about $267,694 at 4% or $178,463 at 6%; with 50% employer match about $178,463 at 4% or $118,975 at 6%; with 100% employer match about $133,847 at 4% or $89,231 at 6%. |
| HORAN & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 20 | $2,982,577 | $214,155 | $10,708iApproximate average salary by contribution assumption: employee only about $267,694 at 4% or $178,463 at 6%; with 50% employer match about $178,463 at 4% or $118,975 at 6%; with 100% employer match about $133,847 at 4% or $89,231 at 6%. |
| 2021 | 1 | 21 | $3,551,055 | $187,865 | $8,946iApproximate average salary by contribution assumption: employee only about $223,649 at 4% or $149,099 at 6%; with 50% employer match about $149,099 at 4% or $99,399 at 6%; with 100% employer match about $111,824 at 4% or $74,550 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 21 | $3,551,055 | $187,865 | $8,946iApproximate average salary by contribution assumption: employee only about $223,649 at 4% or $149,099 at 6%; with 50% employer match about $149,099 at 4% or $99,399 at 6%; with 100% employer match about $111,824 at 4% or $74,550 at 6%. |
| 2020 | 1 | 15 | $7,081,790 | $95,450 | $6,363iApproximate average salary by contribution assumption: employee only about $159,083 at 4% or $106,056 at 6%; with 50% employer match about $106,056 at 4% or $70,704 at 6%; with 100% employer match about $79,542 at 4% or $53,028 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 15 | $7,081,790 | $95,450 | $6,363iApproximate average salary by contribution assumption: employee only about $159,083 at 4% or $106,056 at 6%; with 50% employer match about $106,056 at 4% or $70,704 at 6%; with 100% employer match about $79,542 at 4% or $53,028 at 6%. |
| 2019 | 1 | 16 | $6,254,578 | $168,835 | $10,552iApproximate average salary by contribution assumption: employee only about $263,805 at 4% or $175,870 at 6%; with 50% employer match about $175,870 at 4% or $117,247 at 6%; with 100% employer match about $131,902 at 4% or $87,935 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 16 | $6,254,578 | $168,835 | $10,552iApproximate average salary by contribution assumption: employee only about $263,805 at 4% or $175,870 at 6%; with 50% employer match about $175,870 at 4% or $117,247 at 6%; with 100% employer match about $131,902 at 4% or $87,935 at 6%. |
| 2018 | 1 | 18 | $4,858,091 | $167,483 | $9,305iApproximate average salary by contribution assumption: employee only about $232,615 at 4% or $155,077 at 6%; with 50% employer match about $155,077 at 4% or $103,385 at 6%; with 100% employer match about $116,308 at 4% or $77,538 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $4,858,091 | $167,483 | $9,305iApproximate average salary by contribution assumption: employee only about $232,615 at 4% or $155,077 at 6%; with 50% employer match about $155,077 at 4% or $103,385 at 6%; with 100% employer match about $116,308 at 4% or $77,538 at 6%. |
| 2017 | 1 | 17 | $5,007,941 | $161,671 | $9,510iApproximate average salary by contribution assumption: employee only about $237,751 at 4% or $158,501 at 6%; with 50% employer match about $158,501 at 4% or $105,667 at 6%; with 100% employer match about $118,876 at 4% or $79,250 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 17 | $5,007,941 | $161,671 | $9,510iApproximate average salary by contribution assumption: employee only about $237,751 at 4% or $158,501 at 6%; with 50% employer match about $158,501 at 4% or $105,667 at 6%; with 100% employer match about $118,876 at 4% or $79,250 at 6%. |
| 2016 | 1 | 14 | $4,073,784 | $153,168 | $10,941iApproximate average salary by contribution assumption: employee only about $273,514 at 4% or $182,343 at 6%; with 50% employer match about $182,343 at 4% or $121,562 at 6%; with 100% employer match about $136,757 at 4% or $91,171 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 14 | $4,073,784 | $153,168 | $10,941iApproximate average salary by contribution assumption: employee only about $273,514 at 4% or $182,343 at 6%; with 50% employer match about $182,343 at 4% or $121,562 at 6%; with 100% employer match about $136,757 at 4% or $91,171 at 6%. |
| 2015 | 1 | 18 | $3,644,825 | $156,541 | $8,697iApproximate average salary by contribution assumption: employee only about $217,418 at 4% or $144,945 at 6%; with 50% employer match about $144,945 at 4% or $96,630 at 6%; with 100% employer match about $108,709 at 4% or $72,473 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $3,644,825 | $156,541 | $8,697iApproximate average salary by contribution assumption: employee only about $217,418 at 4% or $144,945 at 6%; with 50% employer match about $144,945 at 4% or $96,630 at 6%; with 100% employer match about $108,709 at 4% or $72,473 at 6%. |
| 2014 | 1 | 19 | $3,544,288 | $153,233 | $8,065iApproximate average salary by contribution assumption: employee only about $201,622 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,207 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 19 | $3,544,288 | $153,233 | $8,065iApproximate average salary by contribution assumption: employee only about $201,622 at 4% or $134,415 at 6%; with 50% employer match about $134,415 at 4% or $89,610 at 6%; with 100% employer match about $100,811 at 4% or $67,207 at 6%. |
| 2013 | 1 | 18 | $3,150,312 | $180,771 | $10,043iApproximate average salary by contribution assumption: employee only about $251,071 at 4% or $167,381 at 6%; with 50% employer match about $167,381 at 4% or $111,587 at 6%; with 100% employer match about $125,535 at 4% or $83,690 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $3,150,312 | $180,771 | $10,043iApproximate average salary by contribution assumption: employee only about $251,071 at 4% or $167,381 at 6%; with 50% employer match about $167,381 at 4% or $111,587 at 6%; with 100% employer match about $125,535 at 4% or $83,690 at 6%. |
| 2012 | 1 | 18 | $2,476,708 | $143,723 | $7,985iApproximate average salary by contribution assumption: employee only about $199,615 at 4% or $133,077 at 6%; with 50% employer match about $133,077 at 4% or $88,718 at 6%; with 100% employer match about $99,808 at 4% or $66,538 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $2,476,708 | $143,723 | $7,985iApproximate average salary by contribution assumption: employee only about $199,615 at 4% or $133,077 at 6%; with 50% employer match about $133,077 at 4% or $88,718 at 6%; with 100% employer match about $99,808 at 4% or $66,538 at 6%. |
| 2011 | 1 | 18 | $2,157,860 | $124,175 | $6,899iApproximate average salary by contribution assumption: employee only about $172,465 at 4% or $114,977 at 6%; with 50% employer match about $114,977 at 4% or $76,651 at 6%; with 100% employer match about $86,233 at 4% or $57,488 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $2,157,860 | $124,175 | $6,899iApproximate average salary by contribution assumption: employee only about $172,465 at 4% or $114,977 at 6%; with 50% employer match about $114,977 at 4% or $76,651 at 6%; with 100% employer match about $86,233 at 4% or $57,488 at 6%. |
| 2010 | 1 | 18 | $2,083,683 | $135,204 | $7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $2,083,683 | $135,204 | $7,511iApproximate average salary by contribution assumption: employee only about $187,783 at 4% or $125,189 at 6%; with 50% employer match about $125,189 at 4% or $83,459 at 6%; with 100% employer match about $93,892 at 4% or $62,594 at 6%. |
| 2009 | 1 | 16 | $1,712,038 | $132,363 | $8,273iApproximate average salary by contribution assumption: employee only about $206,817 at 4% or $137,878 at 6%; with 50% employer match about $137,878 at 4% or $91,919 at 6%; with 100% employer match about $103,409 at 4% or $68,939 at 6%. |
| ODONNELL & PHILLIPS, LLC 401(K) PROFIT SHARING PLAN | - | 16 | $1,712,038 | $132,363 | $8,273iApproximate average salary by contribution assumption: employee only about $206,817 at 4% or $137,878 at 6%; with 50% employer match about $137,878 at 4% or $91,919 at 6%; with 100% employer match about $103,409 at 4% or $68,939 at 6%. |
| 2005 | 1 | 16 | $1,468,637 | $126,692 | $7,918iApproximate average salary by contribution assumption: employee only about $197,956 at 4% or $131,971 at 6%; with 50% employer match about $131,971 at 4% or $87,981 at 6%; with 100% employer match about $98,978 at 4% or $65,985 at 6%. |
| ODONNELL & PHILLIPS, LLC 401K PROFIT SHARING PLAN | - | 16 | $1,468,637 | $126,692 | $7,918iApproximate average salary by contribution assumption: employee only about $197,956 at 4% or $131,971 at 6%; with 50% employer match about $131,971 at 4% or $87,981 at 6%; with 100% employer match about $98,978 at 4% or $65,985 at 6%. |
| 2004 | 1 | 13 | $1,294,072 | $109,490 | $8,422iApproximate average salary by contribution assumption: employee only about $210,558 at 4% or $140,372 at 6%; with 50% employer match about $140,372 at 4% or $93,581 at 6%; with 100% employer match about $105,279 at 4% or $70,186 at 6%. |
| ODONNELL & PHILLIPS, LLC 401K PROFIT SHARING PLAN | - | 13 | $1,294,072 | $109,490 | $8,422iApproximate average salary by contribution assumption: employee only about $210,558 at 4% or $140,372 at 6%; with 50% employer match about $140,372 at 4% or $93,581 at 6%; with 100% employer match about $105,279 at 4% or $70,186 at 6%. |
| 2003 | 1 | 11 | $1,079,917 | $134,261 | $12,206iApproximate average salary by contribution assumption: employee only about $305,139 at 4% or $203,426 at 6%; with 50% employer match about $203,426 at 4% or $135,617 at 6%; with 100% employer match about $152,569 at 4% or $101,713 at 6%. |
| ODONNELL & PHILLIPS, LLC 401K PROFIT SHARING PLAN | - | 11 | $1,079,917 | $134,261 | $12,206iApproximate average salary by contribution assumption: employee only about $305,139 at 4% or $203,426 at 6%; with 50% employer match about $203,426 at 4% or $135,617 at 6%; with 100% employer match about $152,569 at 4% or $101,713 at 6%. |
| 2002 | 1 | 9 | $791,625 | $70,558 | $7,840iApproximate average salary by contribution assumption: employee only about $195,994 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,997 at 4% or $65,331 at 6%. |
| ODONNELL & PHILLIPS, LLC 401K PROFIT SHARING PLAN | - | 9 | $791,625 | $70,558 | $7,840iApproximate average salary by contribution assumption: employee only about $195,994 at 4% or $130,663 at 6%; with 50% employer match about $130,663 at 4% or $87,109 at 6%; with 100% employer match about $97,997 at 4% or $65,331 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| ODONNELL & PHILLIPS, LLC PROFIT SHARING PLAN | - | 0 | - | - | - |
| 2000 | 1 | 6 | $883,446 | $34,092 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |
| ODONNELL & PHILLIPS, LLC PROFIT SHARING PLAN | - | 6 | $883,446 | $34,092 | $5,682iApproximate average salary by contribution assumption: employee only about $142,050 at 4% or $94,700 at 6%; with 50% employer match about $94,700 at 4% or $63,133 at 6%; with 100% employer match about $71,025 at 4% or $47,350 at 6%. |