Civic Intelligence

Ph Financial Services Inc

Plan context: Ph Financial Services Inc 401(K) Profit Sharing Plan

EIN 26-3932020 • 18 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$7,247,336

2025 Contributions

$252,361

Historical Graphs

Total Assets Over Time

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

$7,247,336$3,623,668$0200820172025YearValue
$7,247,336Latest year 2025

Participants Over Time

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

950200820172025YearValue
6Latest 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
202516$7,247,336$252,361$42,060iApproximate average salary by contribution assumption: employee only about $1,051,504 at 4% or $701,003 at 6%; with 50% employer match about $701,003 at 4% or $467,335 at 6%; with 100% employer match about $525,752 at 4% or $350,501 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$7,247,336$252,361$42,060iApproximate average salary by contribution assumption: employee only about $1,051,504 at 4% or $701,003 at 6%; with 50% employer match about $701,003 at 4% or $467,335 at 6%; with 100% employer match about $525,752 at 4% or $350,501 at 6%.
202416$5,802,301$140,115$23,353iApproximate average salary by contribution assumption: employee only about $583,813 at 4% or $389,208 at 6%; with 50% employer match about $389,208 at 4% or $259,472 at 6%; with 100% employer match about $291,906 at 4% or $194,604 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$5,802,301$140,115$23,353iApproximate average salary by contribution assumption: employee only about $583,813 at 4% or $389,208 at 6%; with 50% employer match about $389,208 at 4% or $259,472 at 6%; with 100% employer match about $291,906 at 4% or $194,604 at 6%.
202318$4,848,946$132,880$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$4,848,946$132,880$16,610iApproximate average salary by contribution assumption: employee only about $415,250 at 4% or $276,833 at 6%; with 50% employer match about $276,833 at 4% or $184,556 at 6%; with 100% employer match about $207,625 at 4% or $138,417 at 6%.
202218$4,549,951$134,195$16,774iApproximate average salary by contribution assumption: employee only about $419,359 at 4% or $279,573 at 6%; with 50% employer match about $279,573 at 4% or $186,382 at 6%; with 100% employer match about $209,680 at 4% or $139,786 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$4,549,951$134,195$16,774iApproximate average salary by contribution assumption: employee only about $419,359 at 4% or $279,573 at 6%; with 50% employer match about $279,573 at 4% or $186,382 at 6%; with 100% employer match about $209,680 at 4% or $139,786 at 6%.
202118$5,610,411$130,779$16,347iApproximate average salary by contribution assumption: employee only about $408,684 at 4% or $272,456 at 6%; with 50% employer match about $272,456 at 4% or $181,638 at 6%; with 100% employer match about $204,342 at 4% or $136,228 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$5,610,411$130,779$16,347iApproximate average salary by contribution assumption: employee only about $408,684 at 4% or $272,456 at 6%; with 50% employer match about $272,456 at 4% or $181,638 at 6%; with 100% employer match about $204,342 at 4% or $136,228 at 6%.
202018$4,820,882$871,744$108,968iApproximate average salary by contribution assumption: employee only about $2,724,200 at 4% or $1,816,133 at 6%; with 50% employer match about $1,816,133 at 4% or $1,210,756 at 6%; with 100% employer match about $1,362,100 at 4% or $908,067 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$4,820,882$871,744$108,968iApproximate average salary by contribution assumption: employee only about $2,724,200 at 4% or $1,816,133 at 6%; with 50% employer match about $1,816,133 at 4% or $1,210,756 at 6%; with 100% employer match about $1,362,100 at 4% or $908,067 at 6%.
201917$2,883,830$122,571$17,510iApproximate average salary by contribution assumption: employee only about $437,754 at 4% or $291,836 at 6%; with 50% employer match about $291,836 at 4% or $194,557 at 6%; with 100% employer match about $218,877 at 4% or $145,918 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-7$2,883,830$122,571$17,510iApproximate average salary by contribution assumption: employee only about $437,754 at 4% or $291,836 at 6%; with 50% employer match about $291,836 at 4% or $194,557 at 6%; with 100% employer match about $218,877 at 4% or $145,918 at 6%.
201817$2,217,831$115,508$16,501iApproximate average salary by contribution assumption: employee only about $412,529 at 4% or $275,019 at 6%; with 50% employer match about $275,019 at 4% or $183,346 at 6%; with 100% employer match about $206,264 at 4% or $137,510 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-7$2,217,831$115,508$16,501iApproximate average salary by contribution assumption: employee only about $412,529 at 4% or $275,019 at 6%; with 50% employer match about $275,019 at 4% or $183,346 at 6%; with 100% employer match about $206,264 at 4% or $137,510 at 6%.
201716$2,199,084$115,236$19,206iApproximate average salary by contribution assumption: employee only about $480,150 at 4% or $320,100 at 6%; with 50% employer match about $320,100 at 4% or $213,400 at 6%; with 100% employer match about $240,075 at 4% or $160,050 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$2,199,084$115,236$19,206iApproximate average salary by contribution assumption: employee only about $480,150 at 4% or $320,100 at 6%; with 50% employer match about $320,100 at 4% or $213,400 at 6%; with 100% employer match about $240,075 at 4% or $160,050 at 6%.
201618$1,723,623$116,851$14,606iApproximate average salary by contribution assumption: employee only about $365,159 at 4% or $243,440 at 6%; with 50% employer match about $243,440 at 4% or $162,293 at 6%; with 100% employer match about $182,580 at 4% or $121,720 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$1,723,623$116,851$14,606iApproximate average salary by contribution assumption: employee only about $365,159 at 4% or $243,440 at 6%; with 50% employer match about $243,440 at 4% or $162,293 at 6%; with 100% employer match about $182,580 at 4% or $121,720 at 6%.
201518$1,481,205$104,470$13,059iApproximate average salary by contribution assumption: employee only about $326,469 at 4% or $217,646 at 6%; with 50% employer match about $217,646 at 4% or $145,097 at 6%; with 100% employer match about $163,234 at 4% or $108,823 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-8$1,481,205$104,470$13,059iApproximate average salary by contribution assumption: employee only about $326,469 at 4% or $217,646 at 6%; with 50% employer match about $217,646 at 4% or $145,097 at 6%; with 100% employer match about $163,234 at 4% or $108,823 at 6%.
201416$1,294,481$76,366$12,728iApproximate average salary by contribution assumption: employee only about $318,192 at 4% or $212,128 at 6%; with 50% employer match about $212,128 at 4% or $141,419 at 6%; with 100% employer match about $159,096 at 4% or $106,064 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$1,294,481$76,366$12,728iApproximate average salary by contribution assumption: employee only about $318,192 at 4% or $212,128 at 6%; with 50% employer match about $212,128 at 4% or $141,419 at 6%; with 100% employer match about $159,096 at 4% or $106,064 at 6%.
201316$1,118,148$98,716$16,453iApproximate average salary by contribution assumption: employee only about $411,317 at 4% or $274,211 at 6%; with 50% employer match about $274,211 at 4% or $182,807 at 6%; with 100% employer match about $205,658 at 4% or $137,106 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$1,118,148$98,716$16,453iApproximate average salary by contribution assumption: employee only about $411,317 at 4% or $274,211 at 6%; with 50% employer match about $274,211 at 4% or $182,807 at 6%; with 100% employer match about $205,658 at 4% or $137,106 at 6%.
201216$791,676$104,376$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$791,676$104,376$17,396iApproximate average salary by contribution assumption: employee only about $434,900 at 4% or $289,933 at 6%; with 50% employer match about $289,933 at 4% or $193,289 at 6%; with 100% employer match about $217,450 at 4% or $144,967 at 6%.
201116$589,629$89,287$14,881iApproximate average salary by contribution assumption: employee only about $372,029 at 4% or $248,019 at 6%; with 50% employer match about $248,019 at 4% or $165,346 at 6%; with 100% employer match about $186,015 at 4% or $124,010 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$589,629$89,287$14,881iApproximate average salary by contribution assumption: employee only about $372,029 at 4% or $248,019 at 6%; with 50% employer match about $248,019 at 4% or $165,346 at 6%; with 100% employer match about $186,015 at 4% or $124,010 at 6%.
201016$839,390$69,976$11,663iApproximate average salary by contribution assumption: employee only about $291,567 at 4% or $194,378 at 6%; with 50% employer match about $194,378 at 4% or $129,585 at 6%; with 100% employer match about $145,783 at 4% or $97,189 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-6$839,390$69,976$11,663iApproximate average salary by contribution assumption: employee only about $291,567 at 4% or $194,378 at 6%; with 50% employer match about $194,378 at 4% or $129,585 at 6%; with 100% employer match about $145,783 at 4% or $97,189 at 6%.
200917$698,082$94,728$13,533iApproximate average salary by contribution assumption: employee only about $338,314 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,157 at 4% or $112,771 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-7$698,082$94,728$13,533iApproximate average salary by contribution assumption: employee only about $338,314 at 4% or $225,543 at 6%; with 50% employer match about $225,543 at 4% or $150,362 at 6%; with 100% employer match about $169,157 at 4% or $112,771 at 6%.
200819$472,034$125,598$13,955iApproximate average salary by contribution assumption: employee only about $348,883 at 4% or $232,589 at 6%; with 50% employer match about $232,589 at 4% or $155,059 at 6%; with 100% employer match about $174,442 at 4% or $116,294 at 6%.
Ph Financial Services Inc 401(K) Profit Sharing Plan-9$472,034$125,598$13,955iApproximate average salary by contribution assumption: employee only about $348,883 at 4% or $232,589 at 6%; with 50% employer match about $232,589 at 4% or $155,059 at 6%; with 100% employer match about $174,442 at 4% or $116,294 at 6%.