J. PHILLIPS INVESTMENTS, LLC
Plan context: J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST
EIN 26-3648148 • Winter Haven, FL • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,583,028
2025 Contributions
$121,250
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,583,028 | $121,250 | $40,417iApproximate average salary by contribution assumption: employee only about $1,010,417 at 4% or $673,611 at 6%; with 50% employer match about $673,611 at 4% or $449,074 at 6%; with 100% employer match about $505,208 at 4% or $336,806 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $2,583,028 | $121,250 | $40,417iApproximate average salary by contribution assumption: employee only about $1,010,417 at 4% or $673,611 at 6%; with 50% employer match about $673,611 at 4% or $449,074 at 6%; with 100% employer match about $505,208 at 4% or $336,806 at 6%. |
| 2024 | 1 | 3 | $2,198,180 | $120,760 | $40,253iApproximate average salary by contribution assumption: employee only about $1,006,333 at 4% or $670,889 at 6%; with 50% employer match about $670,889 at 4% or $447,259 at 6%; with 100% employer match about $503,167 at 4% or $335,444 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $2,198,180 | $120,760 | $40,253iApproximate average salary by contribution assumption: employee only about $1,006,333 at 4% or $670,889 at 6%; with 50% employer match about $670,889 at 4% or $447,259 at 6%; with 100% employer match about $503,167 at 4% or $335,444 at 6%. |
| 2023 | 1 | 3 | $1,709,113 | $131,400 | $43,800iApproximate average salary by contribution assumption: employee only about $1,095,000 at 4% or $730,000 at 6%; with 50% employer match about $730,000 at 4% or $486,667 at 6%; with 100% employer match about $547,500 at 4% or $365,000 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $1,709,113 | $131,400 | $43,800iApproximate average salary by contribution assumption: employee only about $1,095,000 at 4% or $730,000 at 6%; with 50% employer match about $730,000 at 4% or $486,667 at 6%; with 100% employer match about $547,500 at 4% or $365,000 at 6%. |
| 2022 | 1 | 3 | $1,192,345 | $124,175 | $41,392iApproximate average salary by contribution assumption: employee only about $1,034,792 at 4% or $689,861 at 6%; with 50% employer match about $689,861 at 4% or $459,907 at 6%; with 100% employer match about $517,396 at 4% or $344,931 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $1,192,345 | $124,175 | $41,392iApproximate average salary by contribution assumption: employee only about $1,034,792 at 4% or $689,861 at 6%; with 50% employer match about $689,861 at 4% or $459,907 at 6%; with 100% employer match about $517,396 at 4% or $344,931 at 6%. |
| 2021 | 1 | 3 | $1,534,466 | $121,300 | $40,433iApproximate average salary by contribution assumption: employee only about $1,010,833 at 4% or $673,889 at 6%; with 50% employer match about $673,889 at 4% or $449,259 at 6%; with 100% employer match about $505,417 at 4% or $336,944 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $1,534,466 | $121,300 | $40,433iApproximate average salary by contribution assumption: employee only about $1,010,833 at 4% or $673,889 at 6%; with 50% employer match about $673,889 at 4% or $449,259 at 6%; with 100% employer match about $505,417 at 4% or $336,944 at 6%. |
| 2020 | 1 | 3 | $1,213,583 | $96,452 | $32,151iApproximate average salary by contribution assumption: employee only about $803,767 at 4% or $535,844 at 6%; with 50% employer match about $535,844 at 4% or $357,230 at 6%; with 100% employer match about $401,883 at 4% or $267,922 at 6%. |
| J. PHILLIPS INVESTMENTS, LLC RETIREMENT TRUST | - | 3 | $1,213,583 | $96,452 | $32,151iApproximate average salary by contribution assumption: employee only about $803,767 at 4% or $535,844 at 6%; with 50% employer match about $535,844 at 4% or $357,230 at 6%; with 100% employer match about $401,883 at 4% or $267,922 at 6%. |