Phenom Software
Plan context: Phenom Software Retirement Trust
EIN 27-2010649 • Irvine, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$8,311
2017 Contributions
$70,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Phenom Software Retirement Trust | - | 0 | $0 | - | - |
| 2016 | 1 | 0 | $8,311 | $0 | - |
| Phenom Software Retirement Trust | - | 0 | $8,311 | $0 | - |
| 2015 | 1 | 2 | $147,407 | $0 | - |
| Phenom Software Retirement Trust | - | 2 | $147,407 | $0 | - |
| 2014 | 1 | 2 | $144,639 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Phenom Software Retirement Trust | - | 2 | $144,639 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2013 | 1 | 2 | $67,181 | $0 | - |
| Phenom Software Retirement Trust | - | 2 | $67,181 | $0 | - |
| 2012 | 1 | 2 | $56,797 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Phenom Software Retirement Trust | - | 2 | $56,797 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2011 | 1 | 2 | $38,295 | $0 | - |
| Phenom Software Retirement Trust | - | 2 | $38,295 | - | - |
| 2010 | 1 | 2 | $38,710 | $37,832 | $18,916iApproximate average salary by contribution assumption: employee only about $472,900 at 4% or $315,267 at 6%; with 50% employer match about $315,267 at 4% or $210,178 at 6%; with 100% employer match about $236,450 at 4% or $157,633 at 6%. |
| Phenom Software Retirement Trust | - | 2 | $38,710 | $37,832 | $18,916iApproximate average salary by contribution assumption: employee only about $472,900 at 4% or $315,267 at 6%; with 50% employer match about $315,267 at 4% or $210,178 at 6%; with 100% employer match about $236,450 at 4% or $157,633 at 6%. |