Civic Intelligence

THE JOHN S. DOLAN GROUP, LLC

Plan context: PHOENIX CPA'S & CONSULTANTS, LLC 401(K) RETIREMENT PLAN

EIN 25-1778467 • Fredonia, PA • 15 filings • 3 plans

439 District RdFredonia, PA 16124
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$725,555

2025 Contributions

$65,358

Historical Graphs

Total Assets Over Time

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

$725,555$362,778$0200420112025YearValue
$725,555Latest year 2025

Participants Over Time

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

26130200420112025YearValue
3Latest year 2025

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
202513$725,555$65,358$21,786iApproximate average salary by contribution assumption: employee only about $544,650 at 4% or $363,100 at 6%; with 50% employer match about $363,100 at 4% or $242,067 at 6%; with 100% employer match about $272,325 at 4% or $181,550 at 6%.
PHOENIX CPA'S & CONSULTANTS, LLC 401(K) RETIREMENT PLAN-3$725,555$65,358$21,786iApproximate average salary by contribution assumption: employee only about $544,650 at 4% or $363,100 at 6%; with 50% employer match about $363,100 at 4% or $242,067 at 6%; with 100% employer match about $272,325 at 4% or $181,550 at 6%.
202413$601,944$56,887$18,962iApproximate average salary by contribution assumption: employee only about $474,058 at 4% or $316,039 at 6%; with 50% employer match about $316,039 at 4% or $210,693 at 6%; with 100% employer match about $237,029 at 4% or $158,019 at 6%.
PHOENIX CPA'S & CONSULTANTS, LLC 401(K) RETIREMENT PLAN-3$601,944$56,887$18,962iApproximate average salary by contribution assumption: employee only about $474,058 at 4% or $316,039 at 6%; with 50% employer match about $316,039 at 4% or $210,693 at 6%; with 100% employer match about $237,029 at 4% or $158,019 at 6%.
202313$431,158$55,845$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
PHOENIX CPA'S & CONSULTANTS, LLC 401(K) RETIREMENT PLAN-3$431,158$55,845$18,615iApproximate average salary by contribution assumption: employee only about $465,375 at 4% or $310,250 at 6%; with 50% employer match about $310,250 at 4% or $206,833 at 6%; with 100% employer match about $232,688 at 4% or $155,125 at 6%.
202213$270,730$366,221$122,074iApproximate average salary by contribution assumption: employee only about $3,051,842 at 4% or $2,034,561 at 6%; with 50% employer match about $2,034,561 at 4% or $1,356,374 at 6%; with 100% employer match about $1,525,921 at 4% or $1,017,281 at 6%.
PHOENIX CPA'S & CONSULTANTS, LLC 401(K) RETIREMENT PLAN-3$270,730$366,221$122,074iApproximate average salary by contribution assumption: employee only about $3,051,842 at 4% or $2,034,561 at 6%; with 50% employer match about $2,034,561 at 4% or $1,356,374 at 6%; with 100% employer match about $1,525,921 at 4% or $1,017,281 at 6%.
201410$0$0-
PHOENIX CPA'S AND CONSULTANTS EMPLOYEESSAVINGS TRUST-0$0--
2013110$371,124$25,595$2,560iApproximate average salary by contribution assumption: employee only about $63,988 at 4% or $42,658 at 6%; with 50% employer match about $42,658 at 4% or $28,439 at 6%; with 100% employer match about $31,994 at 4% or $21,329 at 6%.
PHOENIX CPA'S AND CONSULTANTS EMPLOYEESSAVINGS TRUST-10$371,124$25,595$2,560iApproximate average salary by contribution assumption: employee only about $63,988 at 4% or $42,658 at 6%; with 50% employer match about $42,658 at 4% or $28,439 at 6%; with 100% employer match about $31,994 at 4% or $21,329 at 6%.
2012111$361,027$26,539$2,413iApproximate average salary by contribution assumption: employee only about $60,316 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,807 at 6%; with 100% employer match about $30,158 at 4% or $20,105 at 6%.
PHOENIX CPA'S AND CONSULTANTS EMPLOYEESSAVINGS TRUST-11$361,027$26,539$2,413iApproximate average salary by contribution assumption: employee only about $60,316 at 4% or $40,211 at 6%; with 50% employer match about $40,211 at 4% or $26,807 at 6%; with 100% employer match about $30,158 at 4% or $20,105 at 6%.
2011113$311,528$25,566$1,967iApproximate average salary by contribution assumption: employee only about $49,165 at 4% or $32,777 at 6%; with 50% employer match about $32,777 at 4% or $21,851 at 6%; with 100% employer match about $24,583 at 4% or $16,388 at 6%.
PHOENIX CPA'S AND CONSULTANTS EMPLOYEESSAVINGS TRUST-13$311,528$25,566$1,967iApproximate average salary by contribution assumption: employee only about $49,165 at 4% or $32,777 at 6%; with 50% employer match about $32,777 at 4% or $21,851 at 6%; with 100% employer match about $24,583 at 4% or $16,388 at 6%.
2010112$299,148$25,015$2,085iApproximate average salary by contribution assumption: employee only about $52,115 at 4% or $34,743 at 6%; with 50% employer match about $34,743 at 4% or $23,162 at 6%; with 100% employer match about $26,057 at 4% or $17,372 at 6%.
PHOENIX CPA'S AND CONSULTANTS EMPLOYEESSAVINGS TRUST-12$299,148$25,015$2,085iApproximate average salary by contribution assumption: employee only about $52,115 at 4% or $34,743 at 6%; with 50% employer match about $34,743 at 4% or $23,162 at 6%; with 100% employer match about $26,057 at 4% or $17,372 at 6%.
2009116$376,018$56,467$3,529iApproximate average salary by contribution assumption: employee only about $88,230 at 4% or $58,820 at 6%; with 50% employer match about $58,820 at 4% or $39,213 at 6%; with 100% employer match about $44,115 at 4% or $29,410 at 6%.
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-16$376,018$56,467$3,529iApproximate average salary by contribution assumption: employee only about $88,230 at 4% or $58,820 at 6%; with 50% employer match about $58,820 at 4% or $39,213 at 6%; with 100% employer match about $44,115 at 4% or $29,410 at 6%.
2008119$322,096$106,062$5,582iApproximate average salary by contribution assumption: employee only about $139,555 at 4% or $93,037 at 6%; with 50% employer match about $93,037 at 4% or $62,025 at 6%; with 100% employer match about $69,778 at 4% or $46,518 at 6%.
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-19$322,096$106,062$5,582iApproximate average salary by contribution assumption: employee only about $139,555 at 4% or $93,037 at 6%; with 50% employer match about $93,037 at 4% or $62,025 at 6%; with 100% employer match about $69,778 at 4% or $46,518 at 6%.
2007126$0$0-
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-26---
2006120$265,060$117,851$5,893iApproximate average salary by contribution assumption: employee only about $147,314 at 4% or $98,209 at 6%; with 50% employer match about $98,209 at 4% or $65,473 at 6%; with 100% employer match about $73,657 at 4% or $49,105 at 6%.
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-20$265,060$117,851$5,893iApproximate average salary by contribution assumption: employee only about $147,314 at 4% or $98,209 at 6%; with 50% employer match about $98,209 at 4% or $65,473 at 6%; with 100% employer match about $73,657 at 4% or $49,105 at 6%.
2005117$135,090$90,464$5,321iApproximate average salary by contribution assumption: employee only about $133,035 at 4% or $88,690 at 6%; with 50% employer match about $88,690 at 4% or $59,127 at 6%; with 100% employer match about $66,518 at 4% or $44,345 at 6%.
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-17$135,090$90,464$5,321iApproximate average salary by contribution assumption: employee only about $133,035 at 4% or $88,690 at 6%; with 50% employer match about $88,690 at 4% or $59,127 at 6%; with 100% employer match about $66,518 at 4% or $44,345 at 6%.
2004114$57,312$52,111$3,722iApproximate average salary by contribution assumption: employee only about $93,055 at 4% or $62,037 at 6%; with 50% employer match about $62,037 at 4% or $41,358 at 6%; with 100% employer match about $46,528 at 4% or $31,018 at 6%.
THE JOHN S. DOLAN GROUP, LLC EMPLOYEES SAVINGS TRUST-14$57,312$52,111$3,722iApproximate average salary by contribution assumption: employee only about $93,055 at 4% or $62,037 at 6%; with 50% employer match about $62,037 at 4% or $41,358 at 6%; with 100% employer match about $46,528 at 4% or $31,018 at 6%.