Civic Intelligence

William J. Phelan, M.D.

Plan context: William J. Phelan, M.D. Retirement Plan

EIN 25-1697231 • Carlisle, PA • 30 filings • 4 plans

419 Village Drive Suite 6Carlisle, PA 17015
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,831,676

2024 Contributions

$86,655

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,831,676$915,838$0199920122024YearValue
$1,831,676Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740199920122024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$1,831,676$86,655$28,885iApproximate average salary by contribution assumption: employee only about $722,125 at 4% or $481,417 at 6%; with 50% employer match about $481,417 at 4% or $320,944 at 6%; with 100% employer match about $361,063 at 4% or $240,708 at 6%.
William J. Phelan, M.D. Retirement Plan-3$1,831,676$86,655$28,885iApproximate average salary by contribution assumption: employee only about $722,125 at 4% or $481,417 at 6%; with 50% employer match about $481,417 at 4% or $320,944 at 6%; with 100% employer match about $361,063 at 4% or $240,708 at 6%.
202315$1,799,271$87,169$17,434iApproximate average salary by contribution assumption: employee only about $435,845 at 4% or $290,563 at 6%; with 50% employer match about $290,563 at 4% or $193,709 at 6%; with 100% employer match about $217,923 at 4% or $145,282 at 6%.
William J. Phelan, M.D. Retirement Plan-5$1,799,271$87,169$17,434iApproximate average salary by contribution assumption: employee only about $435,845 at 4% or $290,563 at 6%; with 50% employer match about $290,563 at 4% or $193,709 at 6%; with 100% employer match about $217,923 at 4% or $145,282 at 6%.
202217$1,585,045$86,322$12,332iApproximate average salary by contribution assumption: employee only about $308,293 at 4% or $205,529 at 6%; with 50% employer match about $205,529 at 4% or $137,019 at 6%; with 100% employer match about $154,146 at 4% or $102,764 at 6%.
William J. Phelan, M.D. Retirement Plan-7$1,585,045$86,322$12,332iApproximate average salary by contribution assumption: employee only about $308,293 at 4% or $205,529 at 6%; with 50% employer match about $205,529 at 4% or $137,019 at 6%; with 100% employer match about $154,146 at 4% or $102,764 at 6%.
202117$1,760,307$78,695$11,242iApproximate average salary by contribution assumption: employee only about $281,054 at 4% or $187,369 at 6%; with 50% employer match about $187,369 at 4% or $124,913 at 6%; with 100% employer match about $140,527 at 4% or $93,685 at 6%.
William J. Phelan, M.D. Retirement Plan-7$1,760,307$78,695$11,242iApproximate average salary by contribution assumption: employee only about $281,054 at 4% or $187,369 at 6%; with 50% employer match about $187,369 at 4% or $124,913 at 6%; with 100% employer match about $140,527 at 4% or $93,685 at 6%.
202015$1,455,279$43,874$8,775iApproximate average salary by contribution assumption: employee only about $219,370 at 4% or $146,247 at 6%; with 50% employer match about $146,247 at 4% or $97,498 at 6%; with 100% employer match about $109,685 at 4% or $73,123 at 6%.
William J. Phelan, M.D. Retirement Plan-5$1,455,279$43,874$8,775iApproximate average salary by contribution assumption: employee only about $219,370 at 4% or $146,247 at 6%; with 50% employer match about $146,247 at 4% or $97,498 at 6%; with 100% employer match about $109,685 at 4% or $73,123 at 6%.
201917$1,524,985$34,191$4,884iApproximate average salary by contribution assumption: employee only about $122,111 at 4% or $81,407 at 6%; with 50% employer match about $81,407 at 4% or $54,271 at 6%; with 100% employer match about $61,055 at 4% or $40,704 at 6%.
William J. Phelan, M.D. Retirement Plan-7$1,524,985$34,191$4,884iApproximate average salary by contribution assumption: employee only about $122,111 at 4% or $81,407 at 6%; with 50% employer match about $81,407 at 4% or $54,271 at 6%; with 100% employer match about $61,055 at 4% or $40,704 at 6%.
201817$1,240,353$29,231$4,176iApproximate average salary by contribution assumption: employee only about $104,396 at 4% or $69,598 at 6%; with 50% employer match about $69,598 at 4% or $46,398 at 6%; with 100% employer match about $52,198 at 4% or $34,799 at 6%.
William J. Phelan, M.D. Retirement Plan-7$1,240,353$29,231$4,176iApproximate average salary by contribution assumption: employee only about $104,396 at 4% or $69,598 at 6%; with 50% employer match about $69,598 at 4% or $46,398 at 6%; with 100% employer match about $52,198 at 4% or $34,799 at 6%.
201716$1,317,790$50,418$8,403iApproximate average salary by contribution assumption: employee only about $210,075 at 4% or $140,050 at 6%; with 50% employer match about $140,050 at 4% or $93,367 at 6%; with 100% employer match about $105,038 at 4% or $70,025 at 6%.
William J. Phelan, M.D. Retirement Plan-6$1,317,790$50,418$8,403iApproximate average salary by contribution assumption: employee only about $210,075 at 4% or $140,050 at 6%; with 50% employer match about $140,050 at 4% or $93,367 at 6%; with 100% employer match about $105,038 at 4% or $70,025 at 6%.
201615$1,324,755$85,100$17,020iApproximate average salary by contribution assumption: employee only about $425,500 at 4% or $283,667 at 6%; with 50% employer match about $283,667 at 4% or $189,111 at 6%; with 100% employer match about $212,750 at 4% or $141,833 at 6%.
William J. Phelan, M.D. Retirement Plan-5$1,324,755$85,100$17,020iApproximate average salary by contribution assumption: employee only about $425,500 at 4% or $283,667 at 6%; with 50% employer match about $283,667 at 4% or $189,111 at 6%; with 100% employer match about $212,750 at 4% or $141,833 at 6%.
201516$1,189,725$83,406$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
William J. Phelan, M.D. Retirement Plan-6$1,189,725$83,406$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,456 at 6%; with 100% employer match about $173,763 at 4% or $115,842 at 6%.
201416$1,132,384$74,774$12,462iApproximate average salary by contribution assumption: employee only about $311,558 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,470 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
William J. Phelan, M.D. Retirement Plan-6$1,132,384$74,774$12,462iApproximate average salary by contribution assumption: employee only about $311,558 at 4% or $207,706 at 6%; with 50% employer match about $207,706 at 4% or $138,470 at 6%; with 100% employer match about $155,779 at 4% or $103,853 at 6%.
201316$1,036,548$73,054$12,176iApproximate average salary by contribution assumption: employee only about $304,392 at 4% or $202,928 at 6%; with 50% employer match about $202,928 at 4% or $135,285 at 6%; with 100% employer match about $152,196 at 4% or $101,464 at 6%.
William J. Phelan, M.D. Retirement Plan-6$1,036,548$73,054$12,176iApproximate average salary by contribution assumption: employee only about $304,392 at 4% or $202,928 at 6%; with 50% employer match about $202,928 at 4% or $135,285 at 6%; with 100% employer match about $152,196 at 4% or $101,464 at 6%.
201217$833,621$72,930$10,419iApproximate average salary by contribution assumption: employee only about $260,464 at 4% or $173,643 at 6%; with 50% employer match about $173,643 at 4% or $115,762 at 6%; with 100% employer match about $130,232 at 4% or $86,821 at 6%.
William J. Phelan, M.D. Retirement Plan-7$833,621$72,930$10,419iApproximate average salary by contribution assumption: employee only about $260,464 at 4% or $173,643 at 6%; with 50% employer match about $173,643 at 4% or $115,762 at 6%; with 100% employer match about $130,232 at 4% or $86,821 at 6%.
201116$1,030,528$72,348$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
William J. Phelan, M.D. Retirement Plan-6$1,030,528$72,348$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
201017$996,638$91,893$13,128iApproximate average salary by contribution assumption: employee only about $328,189 at 4% or $218,793 at 6%; with 50% employer match about $218,793 at 4% or $145,862 at 6%; with 100% employer match about $164,095 at 4% or $109,396 at 6%.
William J. Phelan, M.D. Retirement Plan-7$996,638$91,893$13,128iApproximate average salary by contribution assumption: employee only about $328,189 at 4% or $218,793 at 6%; with 50% employer match about $218,793 at 4% or $145,862 at 6%; with 100% employer match about $164,095 at 4% or $109,396 at 6%.
200916$832,211$87,427$14,571iApproximate average salary by contribution assumption: employee only about $364,279 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,426 at 6%.
William J. Phelan, M.D. Retirement Plan-6$832,211$87,427$14,571iApproximate average salary by contribution assumption: employee only about $364,279 at 4% or $242,853 at 6%; with 50% employer match about $242,853 at 4% or $161,902 at 6%; with 100% employer match about $182,140 at 4% or $121,426 at 6%.
200816$682,622$83,006$13,834iApproximate average salary by contribution assumption: employee only about $345,858 at 4% or $230,572 at 6%; with 50% employer match about $230,572 at 4% or $153,715 at 6%; with 100% employer match about $172,929 at 4% or $115,286 at 6%.
William J. Phelan, M.D. Retirement Plan-6$682,622$83,006$13,834iApproximate average salary by contribution assumption: employee only about $345,858 at 4% or $230,572 at 6%; with 50% employer match about $230,572 at 4% or $153,715 at 6%; with 100% employer match about $172,929 at 4% or $115,286 at 6%.
200716$0$0-
William J. Phelan, M.D. Retirement Plan-6---
200615$809,614$81,198$16,240iApproximate average salary by contribution assumption: employee only about $405,990 at 4% or $270,660 at 6%; with 50% employer match about $270,660 at 4% or $180,440 at 6%; with 100% employer match about $202,995 at 4% or $135,330 at 6%.
William J. Phelan, M.D. Retirement Plan-5$809,614$81,198$16,240iApproximate average salary by contribution assumption: employee only about $405,990 at 4% or $270,660 at 6%; with 50% employer match about $270,660 at 4% or $180,440 at 6%; with 100% employer match about $202,995 at 4% or $135,330 at 6%.
200516$676,408$80,478$13,413iApproximate average salary by contribution assumption: employee only about $335,325 at 4% or $223,550 at 6%; with 50% employer match about $223,550 at 4% or $149,033 at 6%; with 100% employer match about $167,663 at 4% or $111,775 at 6%.
William J. Phelan, M.D. Retirement Plan-6$676,408$80,478$13,413iApproximate average salary by contribution assumption: employee only about $335,325 at 4% or $223,550 at 6%; with 50% employer match about $223,550 at 4% or $149,033 at 6%; with 100% employer match about $167,663 at 4% or $111,775 at 6%.
200416$590,763$78,174$13,029iApproximate average salary by contribution assumption: employee only about $325,725 at 4% or $217,150 at 6%; with 50% employer match about $217,150 at 4% or $144,767 at 6%; with 100% employer match about $162,863 at 4% or $108,575 at 6%.
William J. Phelan, M.D. Retirement Plan-6$590,763$78,174$13,029iApproximate average salary by contribution assumption: employee only about $325,725 at 4% or $217,150 at 6%; with 50% employer match about $217,150 at 4% or $144,767 at 6%; with 100% employer match about $162,863 at 4% or $108,575 at 6%.
200317$465,733$77,848$11,121iApproximate average salary by contribution assumption: employee only about $278,029 at 4% or $185,352 at 6%; with 50% employer match about $185,352 at 4% or $123,568 at 6%; with 100% employer match about $139,014 at 4% or $92,676 at 6%.
William J. Phelan, M.D. Retirement Plan-7$465,733$77,848$11,121iApproximate average salary by contribution assumption: employee only about $278,029 at 4% or $185,352 at 6%; with 50% employer match about $185,352 at 4% or $123,568 at 6%; with 100% employer match about $139,014 at 4% or $92,676 at 6%.
200226$298,695$64,238$10,706iApproximate average salary by contribution assumption: employee only about $267,658 at 4% or $178,439 at 6%; with 50% employer match about $178,439 at 4% or $118,959 at 6%; with 100% employer match about $133,829 at 4% or $89,219 at 6%.
William J. Phelan, M.D. Retirement Plan-6$298,695$64,238$10,706iApproximate average salary by contribution assumption: employee only about $267,658 at 4% or $178,439 at 6%; with 50% employer match about $178,439 at 4% or $118,959 at 6%; with 100% employer match about $133,829 at 4% or $89,219 at 6%.
William J. Phelan, M.D. Money Purchase Retirement Plan-0---
200126$340,060$60,718$10,120iApproximate average salary by contribution assumption: employee only about $252,992 at 4% or $168,661 at 6%; with 50% employer match about $168,661 at 4% or $112,441 at 6%; with 100% employer match about $126,496 at 4% or $84,331 at 6%.
William J. Phelan, M.D. Retirement Plan-6$291,669$48,289$8,048iApproximate average salary by contribution assumption: employee only about $201,204 at 4% or $134,136 at 6%; with 50% employer match about $134,136 at 4% or $89,424 at 6%; with 100% employer match about $100,602 at 4% or $67,068 at 6%.
William J. Phelan, M.D. Money Purchase Retirement Plan-6$48,391$12,429$2,072iApproximate average salary by contribution assumption: employee only about $51,788 at 4% or $34,525 at 6%; with 50% employer match about $34,525 at 4% or $23,017 at 6%; with 100% employer match about $25,894 at 4% or $17,263 at 6%.
200026$318,516$43,967$7,328iApproximate average salary by contribution assumption: employee only about $183,196 at 4% or $122,131 at 6%; with 50% employer match about $122,131 at 4% or $81,420 at 6%; with 100% employer match about $91,598 at 4% or $61,065 at 6%.
William J. Phelan, M.D. Retirement Plan-6$281,128$33,004$5,501iApproximate average salary by contribution assumption: employee only about $137,517 at 4% or $91,678 at 6%; with 50% employer match about $91,678 at 4% or $61,119 at 6%; with 100% employer match about $68,758 at 4% or $45,839 at 6%.
William J. Phelan, M.D. Money Purchase Retirement Plan-6$37,388$10,963$1,827iApproximate average salary by contribution assumption: employee only about $45,679 at 4% or $30,453 at 6%; with 50% employer match about $30,453 at 4% or $20,302 at 6%; with 100% employer match about $22,840 at 4% or $15,226 at 6%.
199926$305,481$52,564$8,761iApproximate average salary by contribution assumption: employee only about $219,017 at 4% or $146,011 at 6%; with 50% employer match about $146,011 at 4% or $97,341 at 6%; with 100% employer match about $109,508 at 4% or $73,006 at 6%.
William J. Phelan, M.D. Retirement Plan-6$268,385$40,392$6,732iApproximate average salary by contribution assumption: employee only about $168,300 at 4% or $112,200 at 6%; with 50% employer match about $112,200 at 4% or $74,800 at 6%; with 100% employer match about $84,150 at 4% or $56,100 at 6%.
William J. Phelan, M.D. Money Purchase Retirement Plan-6$37,096$12,172$2,029iApproximate average salary by contribution assumption: employee only about $50,717 at 4% or $33,811 at 6%; with 50% employer match about $33,811 at 4% or $22,541 at 6%; with 100% employer match about $25,358 at 4% or $16,906 at 6%.
William J. Phelan, M.D. | EIN 25-1697231 | 2024 Form 5500 Company Profile