Civic Intelligence

Phillip Capital Inc

Plan context: Phillip Capital Inc 401 K Profit Sharing Plan Trust

EIN 27-2545725 • Chicago, IL • 15 filings • 3 plans

141 W Jackson Blvd Ste 1531AChicago, IL 60604-3121
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$4,455,868

2024 Contributions

$760,255

Historical Graphs

Total Assets Over Time

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

$4,455,868$2,227,934$0201020172024YearValue
$4,455,868Latest year 2024

Participants Over Time

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

64320201020172024YearValue
64Latest 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
2024164$4,455,868$760,255$11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,487 at 4% or $98,992 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-64$4,455,868$760,255$11,879iApproximate average salary by contribution assumption: employee only about $296,975 at 4% or $197,983 at 6%; with 50% employer match about $197,983 at 4% or $131,989 at 6%; with 100% employer match about $148,487 at 4% or $98,992 at 6%.
2023157$3,355,062$551,148$9,669iApproximate average salary by contribution assumption: employee only about $241,732 at 4% or $161,154 at 6%; with 50% employer match about $161,154 at 4% or $107,436 at 6%; with 100% employer match about $120,866 at 4% or $80,577 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-57$3,355,062$551,148$9,669iApproximate average salary by contribution assumption: employee only about $241,732 at 4% or $161,154 at 6%; with 50% employer match about $161,154 at 4% or $107,436 at 6%; with 100% employer match about $120,866 at 4% or $80,577 at 6%.
2022151$2,576,025$548,917$10,763iApproximate average salary by contribution assumption: employee only about $269,077 at 4% or $179,385 at 6%; with 50% employer match about $179,385 at 4% or $119,590 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-51$2,576,025$548,917$10,763iApproximate average salary by contribution assumption: employee only about $269,077 at 4% or $179,385 at 6%; with 50% employer match about $179,385 at 4% or $119,590 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
2021155$2,801,377$438,981$7,981iApproximate average salary by contribution assumption: employee only about $199,537 at 4% or $133,025 at 6%; with 50% employer match about $133,025 at 4% or $88,683 at 6%; with 100% employer match about $99,768 at 4% or $66,512 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-55$2,801,377$438,981$7,981iApproximate average salary by contribution assumption: employee only about $199,537 at 4% or $133,025 at 6%; with 50% employer match about $133,025 at 4% or $88,683 at 6%; with 100% employer match about $99,768 at 4% or $66,512 at 6%.
2020146$2,098,374$437,170$9,504iApproximate average salary by contribution assumption: employee only about $237,592 at 4% or $158,395 at 6%; with 50% employer match about $158,395 at 4% or $105,597 at 6%; with 100% employer match about $118,796 at 4% or $79,197 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-46$2,098,374$437,170$9,504iApproximate average salary by contribution assumption: employee only about $237,592 at 4% or $158,395 at 6%; with 50% employer match about $158,395 at 4% or $105,597 at 6%; with 100% employer match about $118,796 at 4% or $79,197 at 6%.
2019144$2,139,046$628,118$14,275iApproximate average salary by contribution assumption: employee only about $356,885 at 4% or $237,923 at 6%; with 50% employer match about $237,923 at 4% or $158,616 at 6%; with 100% employer match about $178,443 at 4% or $118,962 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-44$2,139,046$628,118$14,275iApproximate average salary by contribution assumption: employee only about $356,885 at 4% or $237,923 at 6%; with 50% employer match about $237,923 at 4% or $158,616 at 6%; with 100% employer match about $178,443 at 4% or $118,962 at 6%.
2018136$1,323,892$358,140$9,948iApproximate average salary by contribution assumption: employee only about $248,708 at 4% or $165,806 at 6%; with 50% employer match about $165,806 at 4% or $110,537 at 6%; with 100% employer match about $124,354 at 4% or $82,903 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-36$1,323,892$358,140$9,948iApproximate average salary by contribution assumption: employee only about $248,708 at 4% or $165,806 at 6%; with 50% employer match about $165,806 at 4% or $110,537 at 6%; with 100% employer match about $124,354 at 4% or $82,903 at 6%.
2017134$1,123,618$327,230$9,624iApproximate average salary by contribution assumption: employee only about $240,610 at 4% or $160,407 at 6%; with 50% employer match about $160,407 at 4% or $106,938 at 6%; with 100% employer match about $120,305 at 4% or $80,203 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-34$1,123,618$327,230$9,624iApproximate average salary by contribution assumption: employee only about $240,610 at 4% or $160,407 at 6%; with 50% employer match about $160,407 at 4% or $106,938 at 6%; with 100% employer match about $120,305 at 4% or $80,203 at 6%.
2016125$671,176$227,757$9,110iApproximate average salary by contribution assumption: employee only about $227,757 at 4% or $151,838 at 6%; with 50% employer match about $151,838 at 4% or $101,225 at 6%; with 100% employer match about $113,879 at 4% or $75,919 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-25$671,176$227,757$9,110iApproximate average salary by contribution assumption: employee only about $227,757 at 4% or $151,838 at 6%; with 50% employer match about $151,838 at 4% or $101,225 at 6%; with 100% employer match about $113,879 at 4% or $75,919 at 6%.
2015119$417,865$181,031$9,528iApproximate average salary by contribution assumption: employee only about $238,199 at 4% or $158,799 at 6%; with 50% employer match about $158,799 at 4% or $105,866 at 6%; with 100% employer match about $119,099 at 4% or $79,400 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-19$417,865$181,031$9,528iApproximate average salary by contribution assumption: employee only about $238,199 at 4% or $158,799 at 6%; with 50% employer match about $158,799 at 4% or $105,866 at 6%; with 100% employer match about $119,099 at 4% or $79,400 at 6%.
2014112$252,540$105,927$8,827iApproximate average salary by contribution assumption: employee only about $220,681 at 4% or $147,121 at 6%; with 50% employer match about $147,121 at 4% or $98,081 at 6%; with 100% employer match about $110,341 at 4% or $73,560 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-12$252,540$105,927$8,827iApproximate average salary by contribution assumption: employee only about $220,681 at 4% or $147,121 at 6%; with 50% employer match about $147,121 at 4% or $98,081 at 6%; with 100% employer match about $110,341 at 4% or $73,560 at 6%.
2013110$165,946$60,831$6,083iApproximate average salary by contribution assumption: employee only about $152,078 at 4% or $101,385 at 6%; with 50% employer match about $101,385 at 4% or $67,590 at 6%; with 100% employer match about $76,039 at 4% or $50,693 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-10$165,946$60,831$6,083iApproximate average salary by contribution assumption: employee only about $152,078 at 4% or $101,385 at 6%; with 50% employer match about $101,385 at 4% or $67,590 at 6%; with 100% employer match about $76,039 at 4% or $50,693 at 6%.
201216$81,622$45,062$7,510iApproximate average salary by contribution assumption: employee only about $187,758 at 4% or $125,172 at 6%; with 50% employer match about $125,172 at 4% or $83,448 at 6%; with 100% employer match about $93,879 at 4% or $62,586 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-6$81,622$45,062$7,510iApproximate average salary by contribution assumption: employee only about $187,758 at 4% or $125,172 at 6%; with 50% employer match about $125,172 at 4% or $83,448 at 6%; with 100% employer match about $93,879 at 4% or $62,586 at 6%.
201114$29,118$29,530$7,383iApproximate average salary by contribution assumption: employee only about $184,563 at 4% or $123,042 at 6%; with 50% employer match about $123,042 at 4% or $82,028 at 6%; with 100% employer match about $92,281 at 4% or $61,521 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-4$29,118$29,530$7,383iApproximate average salary by contribution assumption: employee only about $184,563 at 4% or $123,042 at 6%; with 50% employer match about $123,042 at 4% or $82,028 at 6%; with 100% employer match about $92,281 at 4% or $61,521 at 6%.
201012$750$750$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.
Phillip Capital Inc 401 K Profit Sharing Plan Trust-2$750$750$375iApproximate average salary by contribution assumption: employee only about $9,375 at 4% or $6,250 at 6%; with 50% employer match about $6,250 at 4% or $4,167 at 6%; with 100% employer match about $4,688 at 4% or $3,125 at 6%.