The Stephen Phillips Memorial Charitable Trust
Plan context: The Stephen Phillips Memorial Charitable Organizations Section 403B Plan
EIN 23-7235347 • Boston, MA • 10 filings • 2 plans
Current Snapshot
Latest Year
2014
2014 Participants
8
2014 Assets
$967,672
2014 Contributions
$35,270
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 0 | $0 | - | - |
| 2013 | 1 | 8 | $967,672 | $35,270 | $4,409iApproximate average salary by contribution assumption: employee only about $110,219 at 4% or $73,479 at 6%; with 50% employer match about $73,479 at 4% or $48,986 at 6%; with 100% employer match about $55,109 at 4% or $36,740 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 8 | $967,672 | $35,270 | $4,409iApproximate average salary by contribution assumption: employee only about $110,219 at 4% or $73,479 at 6%; with 50% employer match about $73,479 at 4% or $48,986 at 6%; with 100% employer match about $55,109 at 4% or $36,740 at 6%. |
| 2012 | 1 | 7 | $807,578 | $124,788 | $17,827iApproximate average salary by contribution assumption: employee only about $445,671 at 4% or $297,114 at 6%; with 50% employer match about $297,114 at 4% or $198,076 at 6%; with 100% employer match about $222,836 at 4% or $148,557 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 7 | $807,578 | $124,788 | $17,827iApproximate average salary by contribution assumption: employee only about $445,671 at 4% or $297,114 at 6%; with 50% employer match about $297,114 at 4% or $198,076 at 6%; with 100% employer match about $222,836 at 4% or $148,557 at 6%. |
| 2011 | 1 | 6 | $604,326 | $78,688 | $13,115iApproximate average salary by contribution assumption: employee only about $327,867 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,933 at 4% or $109,289 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 6 | $604,326 | $78,688 | $13,115iApproximate average salary by contribution assumption: employee only about $327,867 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,933 at 4% or $109,289 at 6%. |
| 2010 | 1 | 2 | $491,111 | $46,414 | $23,207iApproximate average salary by contribution assumption: employee only about $580,175 at 4% or $386,783 at 6%; with 50% employer match about $386,783 at 4% or $257,856 at 6%; with 100% employer match about $290,088 at 4% or $193,392 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 2 | $491,111 | $46,414 | $23,207iApproximate average salary by contribution assumption: employee only about $580,175 at 4% or $386,783 at 6%; with 50% employer match about $386,783 at 4% or $257,856 at 6%; with 100% employer match about $290,088 at 4% or $193,392 at 6%. |
| 2009 | 2 | 2 | $388,946 | $15,440 | $7,720iApproximate average salary by contribution assumption: employee only about $193,000 at 4% or $128,667 at 6%; with 50% employer match about $128,667 at 4% or $85,778 at 6%; with 100% employer match about $96,500 at 4% or $64,333 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 2 | $388,946 | $15,440 | $7,720iApproximate average salary by contribution assumption: employee only about $193,000 at 4% or $128,667 at 6%; with 50% employer match about $128,667 at 4% or $85,778 at 6%; with 100% employer match about $96,500 at 4% or $64,333 at 6%. |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | - | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Stephen Phillips Memorial Charitable Organizations Section 403B Plan | - | 0 | - | - | - |