Civic Intelligence

Paul S. Phillips & Thomas E. Diggs,

Plan context: Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust

EIN 33-0353526 • San Diego, CA • 23 filings • 3 plans

501 Washington Street, Suite 512San Diego, CA 92103
Current Snapshot

Latest Year

2021

2021 Participants

30

2021 Assets

$4,639,603

2021 Contributions

$301,109

Historical Graphs

Total Assets Over Time

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

$5,903,309$2,951,655$0199920102021YearValue
$4,639,603Latest year 2021

Participants Over Time

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

30150199920102021YearValue
30Latest year 2021

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
2021130$4,639,603$301,109$10,037iApproximate average salary by contribution assumption: employee only about $250,924 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,462 at 4% or $83,641 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-30$4,639,603$301,109$10,037iApproximate average salary by contribution assumption: employee only about $250,924 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,462 at 4% or $83,641 at 6%.
2020129$5,903,309$261,532$9,018iApproximate average salary by contribution assumption: employee only about $225,459 at 4% or $150,306 at 6%; with 50% employer match about $150,306 at 4% or $100,204 at 6%; with 100% employer match about $112,729 at 4% or $75,153 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-29$5,903,309$261,532$9,018iApproximate average salary by contribution assumption: employee only about $225,459 at 4% or $150,306 at 6%; with 50% employer match about $150,306 at 4% or $100,204 at 6%; with 100% employer match about $112,729 at 4% or $75,153 at 6%.
2019127$5,173,533$194,036$7,187iApproximate average salary by contribution assumption: employee only about $179,663 at 4% or $119,775 at 6%; with 50% employer match about $119,775 at 4% or $79,850 at 6%; with 100% employer match about $89,831 at 4% or $59,888 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-27$5,173,533$194,036$7,187iApproximate average salary by contribution assumption: employee only about $179,663 at 4% or $119,775 at 6%; with 50% employer match about $119,775 at 4% or $79,850 at 6%; with 100% employer match about $89,831 at 4% or $59,888 at 6%.
2018123$4,105,447$171,023$7,436iApproximate average salary by contribution assumption: employee only about $185,895 at 4% or $123,930 at 6%; with 50% employer match about $123,930 at 4% or $82,620 at 6%; with 100% employer match about $92,947 at 4% or $61,965 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-23$4,105,447$171,023$7,436iApproximate average salary by contribution assumption: employee only about $185,895 at 4% or $123,930 at 6%; with 50% employer match about $123,930 at 4% or $82,620 at 6%; with 100% employer match about $92,947 at 4% or $61,965 at 6%.
2017123$4,397,330$151,484$6,586iApproximate average salary by contribution assumption: employee only about $164,657 at 4% or $109,771 at 6%; with 50% employer match about $109,771 at 4% or $73,181 at 6%; with 100% employer match about $82,328 at 4% or $54,886 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-23$4,397,330$151,484$6,586iApproximate average salary by contribution assumption: employee only about $164,657 at 4% or $109,771 at 6%; with 50% employer match about $109,771 at 4% or $73,181 at 6%; with 100% employer match about $82,328 at 4% or $54,886 at 6%.
2016117$3,647,984$146,922$8,642iApproximate average salary by contribution assumption: employee only about $216,062 at 4% or $144,041 at 6%; with 50% employer match about $144,041 at 4% or $96,027 at 6%; with 100% employer match about $108,031 at 4% or $72,021 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-17$3,647,984$146,922$8,642iApproximate average salary by contribution assumption: employee only about $216,062 at 4% or $144,041 at 6%; with 50% employer match about $144,041 at 4% or $96,027 at 6%; with 100% employer match about $108,031 at 4% or $72,021 at 6%.
2015117$3,269,781$151,611$8,918iApproximate average salary by contribution assumption: employee only about $222,957 at 4% or $148,638 at 6%; with 50% employer match about $148,638 at 4% or $99,092 at 6%; with 100% employer match about $111,479 at 4% or $74,319 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-17$3,269,781$151,611$8,918iApproximate average salary by contribution assumption: employee only about $222,957 at 4% or $148,638 at 6%; with 50% employer match about $148,638 at 4% or $99,092 at 6%; with 100% employer match about $111,479 at 4% or $74,319 at 6%.
2014116$3,258,607$161,267$10,079iApproximate average salary by contribution assumption: employee only about $251,980 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-16$3,258,607$161,267$10,079iApproximate average salary by contribution assumption: employee only about $251,980 at 4% or $167,986 at 6%; with 50% employer match about $167,986 at 4% or $111,991 at 6%; with 100% employer match about $125,990 at 4% or $83,993 at 6%.
2013116$3,013,618$177,161$11,073iApproximate average salary by contribution assumption: employee only about $276,814 at 4% or $184,543 at 6%; with 50% employer match about $184,543 at 4% or $123,028 at 6%; with 100% employer match about $138,407 at 4% or $92,271 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-16$3,013,618$177,161$11,073iApproximate average salary by contribution assumption: employee only about $276,814 at 4% or $184,543 at 6%; with 50% employer match about $184,543 at 4% or $123,028 at 6%; with 100% employer match about $138,407 at 4% or $92,271 at 6%.
2012117$2,465,385$170,101$10,006iApproximate average salary by contribution assumption: employee only about $250,149 at 4% or $166,766 at 6%; with 50% employer match about $166,766 at 4% or $111,177 at 6%; with 100% employer match about $125,074 at 4% or $83,383 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-17$2,465,385$170,101$10,006iApproximate average salary by contribution assumption: employee only about $250,149 at 4% or $166,766 at 6%; with 50% employer match about $166,766 at 4% or $111,177 at 6%; with 100% employer match about $125,074 at 4% or $83,383 at 6%.
2011117$2,034,187$174,941$10,291iApproximate average salary by contribution assumption: employee only about $257,266 at 4% or $171,511 at 6%; with 50% employer match about $171,511 at 4% or $114,341 at 6%; with 100% employer match about $128,633 at 4% or $85,755 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-17$2,034,187$174,941$10,291iApproximate average salary by contribution assumption: employee only about $257,266 at 4% or $171,511 at 6%; with 50% employer match about $171,511 at 4% or $114,341 at 6%; with 100% employer match about $128,633 at 4% or $85,755 at 6%.
2010117$1,950,381$177,986$10,470iApproximate average salary by contribution assumption: employee only about $261,744 at 4% or $174,496 at 6%; with 50% employer match about $174,496 at 4% or $116,331 at 6%; with 100% employer match about $130,872 at 4% or $87,248 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-17$1,950,381$177,986$10,470iApproximate average salary by contribution assumption: employee only about $261,744 at 4% or $174,496 at 6%; with 50% employer match about $174,496 at 4% or $116,331 at 6%; with 100% employer match about $130,872 at 4% or $87,248 at 6%.
2009112$1,554,635$152,433$12,703iApproximate average salary by contribution assumption: employee only about $317,569 at 4% or $211,713 at 6%; with 50% employer match about $211,713 at 4% or $141,142 at 6%; with 100% employer match about $158,784 at 4% or $105,856 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-12$1,554,635$152,433$12,703iApproximate average salary by contribution assumption: employee only about $317,569 at 4% or $211,713 at 6%; with 50% employer match about $211,713 at 4% or $141,142 at 6%; with 100% employer match about $158,784 at 4% or $105,856 at 6%.
2008110$1,096,112$134,296$13,430iApproximate average salary by contribution assumption: employee only about $335,740 at 4% or $223,827 at 6%; with 50% employer match about $223,827 at 4% or $149,218 at 6%; with 100% employer match about $167,870 at 4% or $111,913 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-10$1,096,112$134,296$13,430iApproximate average salary by contribution assumption: employee only about $335,740 at 4% or $223,827 at 6%; with 50% employer match about $223,827 at 4% or $149,218 at 6%; with 100% employer match about $167,870 at 4% or $111,913 at 6%.
200719$1,417,272$128,366$14,263iApproximate average salary by contribution assumption: employee only about $356,572 at 4% or $237,715 at 6%; with 50% employer match about $237,715 at 4% or $158,477 at 6%; with 100% employer match about $178,286 at 4% or $118,857 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-9$1,417,272$128,366$14,263iApproximate average salary by contribution assumption: employee only about $356,572 at 4% or $237,715 at 6%; with 50% employer match about $237,715 at 4% or $158,477 at 6%; with 100% employer match about $178,286 at 4% or $118,857 at 6%.
200619$1,212,151$119,578$13,286iApproximate average salary by contribution assumption: employee only about $332,161 at 4% or $221,441 at 6%; with 50% employer match about $221,441 at 4% or $147,627 at 6%; with 100% employer match about $166,081 at 4% or $110,720 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-9$1,212,151$119,578$13,286iApproximate average salary by contribution assumption: employee only about $332,161 at 4% or $221,441 at 6%; with 50% employer match about $221,441 at 4% or $147,627 at 6%; with 100% employer match about $166,081 at 4% or $110,720 at 6%.
200517$1,002,784$119,150$17,021iApproximate average salary by contribution assumption: employee only about $425,536 at 4% or $283,690 at 6%; with 50% employer match about $283,690 at 4% or $189,127 at 6%; with 100% employer match about $212,768 at 4% or $141,845 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-7$1,002,784$119,150$17,021iApproximate average salary by contribution assumption: employee only about $425,536 at 4% or $283,690 at 6%; with 50% employer match about $283,690 at 4% or $189,127 at 6%; with 100% employer match about $212,768 at 4% or $141,845 at 6%.
200417$882,297$113,400$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-7$882,297$113,400$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
200315$697,111$100,790$20,158iApproximate average salary by contribution assumption: employee only about $503,950 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,975 at 4% or $167,983 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-5$697,111$100,790$20,158iApproximate average salary by contribution assumption: employee only about $503,950 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,975 at 4% or $167,983 at 6%.
200214$488,997$92,272$23,068iApproximate average salary by contribution assumption: employee only about $576,700 at 4% or $384,467 at 6%; with 50% employer match about $384,467 at 4% or $256,311 at 6%; with 100% employer match about $288,350 at 4% or $192,233 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-4$488,997$92,272$23,068iApproximate average salary by contribution assumption: employee only about $576,700 at 4% or $384,467 at 6%; with 50% employer match about $384,467 at 4% or $256,311 at 6%; with 100% employer match about $288,350 at 4% or $192,233 at 6%.
200115$581,309$89,788$17,958iApproximate average salary by contribution assumption: employee only about $448,940 at 4% or $299,293 at 6%; with 50% employer match about $299,293 at 4% or $199,529 at 6%; with 100% employer match about $224,470 at 4% or $149,647 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-5$581,309$89,788$17,958iApproximate average salary by contribution assumption: employee only about $448,940 at 4% or $299,293 at 6%; with 50% employer match about $299,293 at 4% or $199,529 at 6%; with 100% employer match about $224,470 at 4% or $149,647 at 6%.
200015$689,337$80,324$16,065iApproximate average salary by contribution assumption: employee only about $401,620 at 4% or $267,747 at 6%; with 50% employer match about $267,747 at 4% or $178,498 at 6%; with 100% employer match about $200,810 at 4% or $133,873 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-5$689,337$80,324$16,065iApproximate average salary by contribution assumption: employee only about $401,620 at 4% or $267,747 at 6%; with 50% employer match about $267,747 at 4% or $178,498 at 6%; with 100% employer match about $200,810 at 4% or $133,873 at 6%.
199915$853,338$78,121$15,624iApproximate average salary by contribution assumption: employee only about $390,605 at 4% or $260,403 at 6%; with 50% employer match about $260,403 at 4% or $173,602 at 6%; with 100% employer match about $195,303 at 4% or $130,202 at 6%.
Paul S. Phillips & Thomas E. Diggs, II, M.D.S Money Purchase Pension Plan & Trust-5$853,338$78,121$15,624iApproximate average salary by contribution assumption: employee only about $390,605 at 4% or $260,403 at 6%; with 50% employer match about $260,403 at 4% or $173,602 at 6%; with 100% employer match about $195,303 at 4% or $130,202 at 6%.