Civic Intelligence

The Stephen Phillips Memorial Scholarship Fd

Plan context: The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan

EIN 27-5040651 • Salem, MA • 11 filings • 2 plans

View Related Profile

27 Flint StreetPO Box 870Salem, MA 01970
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,380,285

2024 Contributions

$122,035

Historical Graphs

Total Assets Over Time

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

$1,380,285$690,143$0201420192024YearValue
$1,380,285Latest year 2024

Participants Over Time

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

950201420192024YearValue
7Latest 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
202417$1,380,285$122,035$17,434iApproximate average salary by contribution assumption: employee only about $435,839 at 4% or $290,560 at 6%; with 50% employer match about $290,560 at 4% or $193,706 at 6%; with 100% employer match about $217,920 at 4% or $145,280 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$1,380,285$122,035$17,434iApproximate average salary by contribution assumption: employee only about $435,839 at 4% or $290,560 at 6%; with 50% employer match about $290,560 at 4% or $193,706 at 6%; with 100% employer match about $217,920 at 4% or $145,280 at 6%.
202317$1,042,241$166,735$23,819iApproximate average salary by contribution assumption: employee only about $595,482 at 4% or $396,988 at 6%; with 50% employer match about $396,988 at 4% or $264,659 at 6%; with 100% employer match about $297,741 at 4% or $198,494 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$1,042,241$166,735$23,819iApproximate average salary by contribution assumption: employee only about $595,482 at 4% or $396,988 at 6%; with 50% employer match about $396,988 at 4% or $264,659 at 6%; with 100% employer match about $297,741 at 4% or $198,494 at 6%.
202217$707,582$46,561$6,652iApproximate average salary by contribution assumption: employee only about $166,289 at 4% or $110,860 at 6%; with 50% employer match about $110,860 at 4% or $73,906 at 6%; with 100% employer match about $83,145 at 4% or $55,430 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$707,582$46,561$6,652iApproximate average salary by contribution assumption: employee only about $166,289 at 4% or $110,860 at 6%; with 50% employer match about $110,860 at 4% or $73,906 at 6%; with 100% employer match about $83,145 at 4% or $55,430 at 6%.
202117$846,276$100,032$14,290iApproximate average salary by contribution assumption: employee only about $357,257 at 4% or $238,171 at 6%; with 50% employer match about $238,171 at 4% or $158,781 at 6%; with 100% employer match about $178,629 at 4% or $119,086 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$846,276$100,032$14,290iApproximate average salary by contribution assumption: employee only about $357,257 at 4% or $238,171 at 6%; with 50% employer match about $238,171 at 4% or $158,781 at 6%; with 100% employer match about $178,629 at 4% or $119,086 at 6%.
202017$837,494$143,804$20,543iApproximate average salary by contribution assumption: employee only about $513,586 at 4% or $342,390 at 6%; with 50% employer match about $342,390 at 4% or $228,260 at 6%; with 100% employer match about $256,793 at 4% or $171,195 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$837,494$143,804$20,543iApproximate average salary by contribution assumption: employee only about $513,586 at 4% or $342,390 at 6%; with 50% employer match about $342,390 at 4% or $228,260 at 6%; with 100% employer match about $256,793 at 4% or $171,195 at 6%.
201919$614,974$42,987$4,776iApproximate average salary by contribution assumption: employee only about $119,408 at 4% or $79,606 at 6%; with 50% employer match about $79,606 at 4% or $53,070 at 6%; with 100% employer match about $59,704 at 4% or $39,803 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-9$614,974$42,987$4,776iApproximate average salary by contribution assumption: employee only about $119,408 at 4% or $79,606 at 6%; with 50% employer match about $79,606 at 4% or $53,070 at 6%; with 100% employer match about $59,704 at 4% or $39,803 at 6%.
201818$472,344$77,320$9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-8$472,344$77,320$9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%.
201718$409,714$101,312$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-8$409,714$101,312$12,664iApproximate average salary by contribution assumption: employee only about $316,600 at 4% or $211,067 at 6%; with 50% employer match about $211,067 at 4% or $140,711 at 6%; with 100% employer match about $158,300 at 4% or $105,533 at 6%.
201617$262,171$31,158$4,451iApproximate average salary by contribution assumption: employee only about $111,279 at 4% or $74,186 at 6%; with 50% employer match about $74,186 at 4% or $49,457 at 6%; with 100% employer match about $55,639 at 4% or $37,093 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$262,171$31,158$4,451iApproximate average salary by contribution assumption: employee only about $111,279 at 4% or $74,186 at 6%; with 50% employer match about $74,186 at 4% or $49,457 at 6%; with 100% employer match about $55,639 at 4% or $37,093 at 6%.
201517$213,425$51,006$7,287iApproximate average salary by contribution assumption: employee only about $182,164 at 4% or $121,443 at 6%; with 50% employer match about $121,443 at 4% or $80,962 at 6%; with 100% employer match about $91,082 at 4% or $60,721 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$213,425$51,006$7,287iApproximate average salary by contribution assumption: employee only about $182,164 at 4% or $121,443 at 6%; with 50% employer match about $121,443 at 4% or $80,962 at 6%; with 100% employer match about $91,082 at 4% or $60,721 at 6%.
201417$164,979$54,057$7,722iApproximate average salary by contribution assumption: employee only about $193,061 at 4% or $128,707 at 6%; with 50% employer match about $128,707 at 4% or $85,805 at 6%; with 100% employer match about $96,530 at 4% or $64,354 at 6%.
The Stephen Phillips Memorial Scholarship Fund Inc 403(B) Plan-7$164,979$54,057$7,722iApproximate average salary by contribution assumption: employee only about $193,061 at 4% or $128,707 at 6%; with 50% employer match about $128,707 at 4% or $85,805 at 6%; with 100% employer match about $96,530 at 4% or $64,354 at 6%.