Civic Intelligence

Philipps & Graham LLC

Plan context: Philipps & Graham LLC 401(K) Profit Sharing Plan

EIN 31-1772687 • Dublin, OH • 4 filings • 2 plans

5115 Parkcenter AvenueSuite 275Dublin, OH 43017
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$786,526

2024 Contributions

$114,464

Historical Graphs

Total Assets Over Time

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

$786,526$393,263$0201520232024YearValue
$786,526Latest year 2024

Participants Over Time

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

1260201520232024YearValue
12Latest 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
2024112$786,526$114,464$9,539iApproximate average salary by contribution assumption: employee only about $238,467 at 4% or $158,978 at 6%; with 50% employer match about $158,978 at 4% or $105,985 at 6%; with 100% employer match about $119,233 at 4% or $79,489 at 6%.
Philipps & Graham LLC 401(K) Profit Sharing Plan-12$786,526$114,464$9,539iApproximate average salary by contribution assumption: employee only about $238,467 at 4% or $158,978 at 6%; with 50% employer match about $158,978 at 4% or $105,985 at 6%; with 100% employer match about $119,233 at 4% or $79,489 at 6%.
2023112$640,178$558,369$46,531iApproximate average salary by contribution assumption: employee only about $1,163,269 at 4% or $775,513 at 6%; with 50% employer match about $775,513 at 4% or $517,008 at 6%; with 100% employer match about $581,634 at 4% or $387,756 at 6%.
Philipps & Graham LLC 401(K) Profit Sharing Plan-12$640,178$558,369$46,531iApproximate average salary by contribution assumption: employee only about $1,163,269 at 4% or $775,513 at 6%; with 50% employer match about $775,513 at 4% or $517,008 at 6%; with 100% employer match about $581,634 at 4% or $387,756 at 6%.
201610$0$0-
Resch and Root LLC 401(K) Plan-0$0$0-
201516$175,062$180,823$30,137iApproximate average salary by contribution assumption: employee only about $753,429 at 4% or $502,286 at 6%; with 50% employer match about $502,286 at 4% or $334,857 at 6%; with 100% employer match about $376,715 at 4% or $251,143 at 6%.
Resch and Root LLC 401(K) Plan-6$175,062$180,823$30,137iApproximate average salary by contribution assumption: employee only about $753,429 at 4% or $502,286 at 6%; with 50% employer match about $502,286 at 4% or $334,857 at 6%; with 100% employer match about $376,715 at 4% or $251,143 at 6%.