Civic Intelligence

Phoenix Boats

Plan context: PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST

EIN 26-0383508 • Winchester, TN • 12 filings • 2 plans

730 Industrial DriveWinchester, TN 37398
Current Snapshot

Latest Year

2024

2024 Participants

117

2024 Assets

$3,098,941

2024 Contributions

$554,735

Historical Graphs

Total Assets Over Time

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

$3,098,941$1,549,471$0201520202024YearValue
$3,098,941Latest year 2024

Participants Over Time

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

141710201520202024YearValue
117Latest 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
20242117$3,098,941$554,735$4,741iApproximate average salary by contribution assumption: employee only about $118,533 at 4% or $79,022 at 6%; with 50% employer match about $79,022 at 4% or $52,681 at 6%; with 100% employer match about $59,267 at 4% or $39,511 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-117$3,098,941$554,735$4,741iApproximate average salary by contribution assumption: employee only about $118,533 at 4% or $79,022 at 6%; with 50% employer match about $79,022 at 4% or $52,681 at 6%; with 100% employer match about $59,267 at 4% or $39,511 at 6%.
Phoenix Boats Welfare Benefits Plan-117---
20232141$2,312,050$482,444$3,422iApproximate average salary by contribution assumption: employee only about $85,540 at 4% or $57,026 at 6%; with 50% employer match about $57,026 at 4% or $38,018 at 6%; with 100% employer match about $42,770 at 4% or $28,513 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-104$2,312,050$482,444$4,639iApproximate average salary by contribution assumption: employee only about $115,972 at 4% or $77,315 at 6%; with 50% employer match about $77,315 at 4% or $51,543 at 6%; with 100% employer match about $57,986 at 4% or $38,657 at 6%.
Phoenix Boats Welfare Benefits Plan-141---
2022179$1,615,293$368,294$4,662iApproximate average salary by contribution assumption: employee only about $116,549 at 4% or $77,699 at 6%; with 50% employer match about $77,699 at 4% or $51,799 at 6%; with 100% employer match about $58,274 at 4% or $38,850 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-79$1,615,293$368,294$4,662iApproximate average salary by contribution assumption: employee only about $116,549 at 4% or $77,699 at 6%; with 50% employer match about $77,699 at 4% or $51,799 at 6%; with 100% employer match about $58,274 at 4% or $38,850 at 6%.
2021165$1,569,523$282,300$4,343iApproximate average salary by contribution assumption: employee only about $108,577 at 4% or $72,385 at 6%; with 50% employer match about $72,385 at 4% or $48,256 at 6%; with 100% employer match about $54,288 at 4% or $36,192 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-65$1,569,523$282,300$4,343iApproximate average salary by contribution assumption: employee only about $108,577 at 4% or $72,385 at 6%; with 50% employer match about $72,385 at 4% or $48,256 at 6%; with 100% employer match about $54,288 at 4% or $36,192 at 6%.
2020157$1,155,561$234,696$4,117iApproximate average salary by contribution assumption: employee only about $102,937 at 4% or $68,625 at 6%; with 50% employer match about $68,625 at 4% or $45,750 at 6%; with 100% employer match about $51,468 at 4% or $34,312 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-57$1,155,561$234,696$4,117iApproximate average salary by contribution assumption: employee only about $102,937 at 4% or $68,625 at 6%; with 50% employer match about $68,625 at 4% or $45,750 at 6%; with 100% employer match about $51,468 at 4% or $34,312 at 6%.
2019157$814,528$235,462$4,131iApproximate average salary by contribution assumption: employee only about $103,273 at 4% or $68,849 at 6%; with 50% employer match about $68,849 at 4% or $45,899 at 6%; with 100% employer match about $51,636 at 4% or $34,424 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-57$814,528$235,462$4,131iApproximate average salary by contribution assumption: employee only about $103,273 at 4% or $68,849 at 6%; with 50% employer match about $68,849 at 4% or $45,899 at 6%; with 100% employer match about $51,636 at 4% or $34,424 at 6%.
2018146$468,740$186,727$4,059iApproximate average salary by contribution assumption: employee only about $101,482 at 4% or $67,655 at 6%; with 50% employer match about $67,655 at 4% or $45,103 at 6%; with 100% employer match about $50,741 at 4% or $33,827 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-46$468,740$186,727$4,059iApproximate average salary by contribution assumption: employee only about $101,482 at 4% or $67,655 at 6%; with 50% employer match about $67,655 at 4% or $45,103 at 6%; with 100% employer match about $50,741 at 4% or $33,827 at 6%.
2017142$337,982$143,834$3,425iApproximate average salary by contribution assumption: employee only about $85,615 at 4% or $57,077 at 6%; with 50% employer match about $57,077 at 4% or $38,051 at 6%; with 100% employer match about $42,808 at 4% or $28,538 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-42$337,982$143,834$3,425iApproximate average salary by contribution assumption: employee only about $85,615 at 4% or $57,077 at 6%; with 50% employer match about $57,077 at 4% or $38,051 at 6%; with 100% employer match about $42,808 at 4% or $28,538 at 6%.
2016132$181,304$106,416$3,326iApproximate average salary by contribution assumption: employee only about $83,138 at 4% or $55,425 at 6%; with 50% employer match about $55,425 at 4% or $36,950 at 6%; with 100% employer match about $41,569 at 4% or $27,713 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-32$181,304$106,416$3,326iApproximate average salary by contribution assumption: employee only about $83,138 at 4% or $55,425 at 6%; with 50% employer match about $55,425 at 4% or $36,950 at 6%; with 100% employer match about $41,569 at 4% or $27,713 at 6%.
2015125$75,350$77,630$3,105iApproximate average salary by contribution assumption: employee only about $77,630 at 4% or $51,753 at 6%; with 50% employer match about $51,753 at 4% or $34,502 at 6%; with 100% employer match about $38,815 at 4% or $25,877 at 6%.
PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST-25$75,350$77,630$3,105iApproximate average salary by contribution assumption: employee only about $77,630 at 4% or $51,753 at 6%; with 50% employer match about $51,753 at 4% or $34,502 at 6%; with 100% employer match about $38,815 at 4% or $25,877 at 6%.
Phoenix Boats | EIN 26-0383508 | 2024 Form 5500 Company Profile