Civic Intelligence

J. Phelan Construction Co. Inc.

Plan context: James Phelan Profit Sharing Plan

EIN 26-3290862 • Huntington, NY • 19 filings • 3 plans

50 North New York AvenueSuite #22Huntington, NY 11743
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,249,825

2024 Contributions

$48,174

Historical Graphs

Total Assets Over Time

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

$2,793,794$1,396,897$0201220192024YearValue
$1,249,825Latest year 2024

Participants Over Time

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

950201220192024YearValue
9Latest 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
202419$1,249,825$48,174$5,353iApproximate average salary by contribution assumption: employee only about $133,817 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,606 at 6%.
James Phelan Profit Sharing Plan-9$1,249,825$48,174$5,353iApproximate average salary by contribution assumption: employee only about $133,817 at 4% or $89,211 at 6%; with 50% employer match about $89,211 at 4% or $59,474 at 6%; with 100% employer match about $66,908 at 4% or $44,606 at 6%.
202317$1,080,607$50,154$7,165iApproximate average salary by contribution assumption: employee only about $179,121 at 4% or $119,414 at 6%; with 50% employer match about $119,414 at 4% or $79,610 at 6%; with 100% employer match about $89,561 at 4% or $59,707 at 6%.
James Phelan Profit Sharing Plan-7$1,080,607$50,154$7,165iApproximate average salary by contribution assumption: employee only about $179,121 at 4% or $119,414 at 6%; with 50% employer match about $119,414 at 4% or $79,610 at 6%; with 100% employer match about $89,561 at 4% or $59,707 at 6%.
202218$2,172,381$58,514$7,314iApproximate average salary by contribution assumption: employee only about $182,856 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
James Phelan Profit Sharing Plan-8$2,172,381$58,514$7,314iApproximate average salary by contribution assumption: employee only about $182,856 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
202119$2,570,369$41,866$4,652iApproximate average salary by contribution assumption: employee only about $116,294 at 4% or $77,530 at 6%; with 50% employer match about $77,530 at 4% or $51,686 at 6%; with 100% employer match about $58,147 at 4% or $38,765 at 6%.
James Phelan Profit Sharing Plan-9$2,570,369$41,866$4,652iApproximate average salary by contribution assumption: employee only about $116,294 at 4% or $77,530 at 6%; with 50% employer match about $77,530 at 4% or $51,686 at 6%; with 100% employer match about $58,147 at 4% or $38,765 at 6%.
202026$2,276,581$963,091$160,515iApproximate average salary by contribution assumption: employee only about $4,012,879 at 4% or $2,675,253 at 6%; with 50% employer match about $2,675,253 at 4% or $1,783,502 at 6%; with 100% employer match about $2,006,440 at 4% or $1,337,626 at 6%.
James Phelan Profit Sharing Plan-6$2,276,581$912,558$152,093iApproximate average salary by contribution assumption: employee only about $3,802,325 at 4% or $2,534,883 at 6%; with 50% employer match about $2,534,883 at 4% or $1,689,922 at 6%; with 100% employer match about $1,901,163 at 4% or $1,267,442 at 6%.
James Phelan Cash Balance Plan-0-$50,533-
201925$2,793,794$74,914$14,983iApproximate average salary by contribution assumption: employee only about $374,570 at 4% or $249,713 at 6%; with 50% employer match about $249,713 at 4% or $166,476 at 6%; with 100% employer match about $187,285 at 4% or $124,857 at 6%.
James Phelan Cash Balance Plan-5$1,601,158$12,811$2,562iApproximate average salary by contribution assumption: employee only about $64,055 at 4% or $42,703 at 6%; with 50% employer match about $42,703 at 4% or $28,469 at 6%; with 100% employer match about $32,027 at 4% or $21,352 at 6%.
James Phelan Profit Sharing Plan-5$1,192,636$62,103$12,421iApproximate average salary by contribution assumption: employee only about $310,515 at 4% or $207,010 at 6%; with 50% employer match about $207,010 at 4% or $138,007 at 6%; with 100% employer match about $155,258 at 4% or $103,505 at 6%.
201826$2,432,971$415,916$69,319iApproximate average salary by contribution assumption: employee only about $1,732,983 at 4% or $1,155,322 at 6%; with 50% employer match about $1,155,322 at 4% or $770,215 at 6%; with 100% employer match about $866,492 at 4% or $577,661 at 6%.
James Phelan Cash Balance Plan-5$1,481,626$332,000$66,400iApproximate average salary by contribution assumption: employee only about $1,660,000 at 4% or $1,106,667 at 6%; with 50% employer match about $1,106,667 at 4% or $737,778 at 6%; with 100% employer match about $830,000 at 4% or $553,333 at 6%.
James Phelan Profit Sharing Plan-6$951,345$83,916$13,986iApproximate average salary by contribution assumption: employee only about $349,650 at 4% or $233,100 at 6%; with 50% employer match about $233,100 at 4% or $155,400 at 6%; with 100% employer match about $174,825 at 4% or $116,550 at 6%.
201725$2,096,379$537,541$107,508iApproximate average salary by contribution assumption: employee only about $2,687,705 at 4% or $1,791,803 at 6%; with 50% employer match about $1,791,803 at 4% or $1,194,536 at 6%; with 100% employer match about $1,343,853 at 4% or $895,902 at 6%.
James Phelan Cash Balance Plan-5$1,167,532$388,000$77,600iApproximate average salary by contribution assumption: employee only about $1,940,000 at 4% or $1,293,333 at 6%; with 50% employer match about $1,293,333 at 4% or $862,222 at 6%; with 100% employer match about $970,000 at 4% or $646,667 at 6%.
James Phelan Profit Sharing Plan-5$928,847$149,541$29,908iApproximate average salary by contribution assumption: employee only about $747,705 at 4% or $498,470 at 6%; with 50% employer match about $498,470 at 4% or $332,313 at 6%; with 100% employer match about $373,853 at 4% or $249,235 at 6%.
201626$1,433,092$534,451$89,075iApproximate average salary by contribution assumption: employee only about $2,226,879 at 4% or $1,484,586 at 6%; with 50% employer match about $1,484,586 at 4% or $989,724 at 6%; with 100% employer match about $1,113,440 at 4% or $742,293 at 6%.
James Phelan Cash Balance Plan-5$749,190$368,800$73,760iApproximate average salary by contribution assumption: employee only about $1,844,000 at 4% or $1,229,333 at 6%; with 50% employer match about $1,229,333 at 4% or $819,556 at 6%; with 100% employer match about $922,000 at 4% or $614,667 at 6%.
James Phelan Profit Sharing Plan-6$683,902$165,651$27,609iApproximate average salary by contribution assumption: employee only about $690,213 at 4% or $460,142 at 6%; with 50% employer match about $460,142 at 4% or $306,761 at 6%; with 100% employer match about $345,106 at 4% or $230,071 at 6%.
201536$450,690$450,690$75,115iApproximate average salary by contribution assumption: employee only about $1,877,875 at 4% or $1,251,917 at 6%; with 50% employer match about $1,251,917 at 4% or $834,611 at 6%; with 100% employer match about $938,938 at 4% or $625,958 at 6%.
James Phelan Cash Balance Plan-4$367,850$367,850$91,963iApproximate average salary by contribution assumption: employee only about $2,299,063 at 4% or $1,532,708 at 6%; with 50% employer match about $1,532,708 at 4% or $1,021,806 at 6%; with 100% employer match about $1,149,531 at 4% or $766,354 at 6%.
James Phelan Profit Sharing Plan-6$82,840$82,840$13,807iApproximate average salary by contribution assumption: employee only about $345,167 at 4% or $230,111 at 6%; with 50% employer match about $230,111 at 4% or $153,407 at 6%; with 100% employer match about $172,583 at 4% or $115,056 at 6%.
James Phelan 401(K) Profit Sharing Plan-0---
201313$143,978$41,914$13,971iApproximate average salary by contribution assumption: employee only about $349,283 at 4% or $232,856 at 6%; with 50% employer match about $232,856 at 4% or $155,237 at 6%; with 100% employer match about $174,642 at 4% or $116,428 at 6%.
James Phelan 401(K) Profit Sharing Plan-3$143,978$41,914$13,971iApproximate average salary by contribution assumption: employee only about $349,283 at 4% or $232,856 at 6%; with 50% employer match about $232,856 at 4% or $155,237 at 6%; with 100% employer match about $174,642 at 4% or $116,428 at 6%.
201216$91,699$0-
James Phelan 401(K) Profit Sharing Plan-6$91,699--