Civic Intelligence

D L Phares & Associates

Plan context: DL Phares & Associates 401(K) Savings Plan

EIN 33-0260825 • Carlsbad, CA • 19 filings • 2 plans

6550 Ponto DriveSpace 79Carlsbad, CA 92011
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$418,871

2025 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$418,871$209,436$0200720162025YearValue
$418,871Latest year 2025

Participants Over Time

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

420200720162025YearValue
3Latest 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
202513$418,871$0-
DL Phares & Associates 401(K) Savings Plan-3$418,871$0-
202412$341,685$0-
DL Phares & Associates 401(K) Savings Plan-2$341,685$0-
202313$328,212$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
DL Phares & Associates 401(K) Savings Plan-3$328,212$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202213$289,251$0-
DL Phares & Associates 401(K) Savings Plan-3$289,251$0-
202113$311,814$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
DL Phares & Associates 401(K) Savings Plan-3$311,814$50,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
202012$251,637$0-
DL Phares & Associates 401(K) Savings Plan-2$251,637$0-
201913$250,423$13,539$4,513iApproximate average salary by contribution assumption: employee only about $112,825 at 4% or $75,217 at 6%; with 50% employer match about $75,217 at 4% or $50,144 at 6%; with 100% employer match about $56,413 at 4% or $37,608 at 6%.
DL Phares & Associates 401(K) Savings Plan-3$250,423$13,539$4,513iApproximate average salary by contribution assumption: employee only about $112,825 at 4% or $75,217 at 6%; with 50% employer match about $75,217 at 4% or $50,144 at 6%; with 100% employer match about $56,413 at 4% or $37,608 at 6%.
201814$248,568$58,836$14,709iApproximate average salary by contribution assumption: employee only about $367,725 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,863 at 4% or $122,575 at 6%.
DL Phares & Associates 401(K) Savings Plan-4$248,568$58,836$14,709iApproximate average salary by contribution assumption: employee only about $367,725 at 4% or $245,150 at 6%; with 50% employer match about $245,150 at 4% or $163,433 at 6%; with 100% employer match about $183,863 at 4% or $122,575 at 6%.
201714$201,248$0-
DL Phares & Associates 401(K) Savings Plan-4$201,248$0-
201614$170,866$0-
DL Phares & Associates 401(K) Savings Plan-4$170,866$0-
201513$168,107$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
DL Phares & Associates 401(K) Savings Plan-3$168,107$31,000$10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%.
201413$142,207$76,930$25,643iApproximate average salary by contribution assumption: employee only about $641,083 at 4% or $427,389 at 6%; with 50% employer match about $427,389 at 4% or $284,926 at 6%; with 100% employer match about $320,542 at 4% or $213,694 at 6%.
DL Phares & Associates 401(K) Savings Plan-3$142,207$76,930$25,643iApproximate average salary by contribution assumption: employee only about $641,083 at 4% or $427,389 at 6%; with 50% employer match about $427,389 at 4% or $284,926 at 6%; with 100% employer match about $320,542 at 4% or $213,694 at 6%.
201312$64,268$0-
DL Phares & Associates 401(K) Savings Plan-2$64,268$0-
201212$53,897$0-
DL Phares & Associates 401(K) Savings Plan-2$53,897$0-
201112$52,645$0-
DL Phares & Associates 401(K) Savings Plan-2$52,645$0-
201012$50,828$0-
DL Phares & Associates 401(K) Savings Plan-2$50,828$0-
200912$49,979$0-
DL Phares & Associates 401(K) Savings Plan-2$49,979$0-
200812$46,566$0-
DL Phares & Associates 401(K) Savings Plan-2$46,566--
200712$46,486$22,267$11,134iApproximate average salary by contribution assumption: employee only about $278,338 at 4% or $185,558 at 6%; with 50% employer match about $185,558 at 4% or $123,706 at 6%; with 100% employer match about $139,169 at 4% or $92,779 at 6%.
DL Phares & Associates 401(K) Savings Plan-2$46,486$22,267$11,134iApproximate average salary by contribution assumption: employee only about $278,338 at 4% or $185,558 at 6%; with 50% employer match about $185,558 at 4% or $123,706 at 6%; with 100% employer match about $139,169 at 4% or $92,779 at 6%.