Civic Intelligence

Phillips Lobue & Wilson Millwo

Plan context: Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust

EIN 33-0725510 • Anaheim, CA • 18 filings • 2 plans

300 E Santa Ana StAnaheim, CA 92805-3953
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$878,122

2024 Contributions

$88,115

Historical Graphs

Total Assets Over Time

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

$878,122$439,061$0200920172024YearValue
$878,122Latest year 2024

Participants Over Time

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

31160200720162024YearValue
29Latest 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
2024129$878,122$88,115$3,038iApproximate average salary by contribution assumption: employee only about $75,961 at 4% or $50,641 at 6%; with 50% employer match about $50,641 at 4% or $33,761 at 6%; with 100% employer match about $37,981 at 4% or $25,320 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-29$878,122$88,115$3,038iApproximate average salary by contribution assumption: employee only about $75,961 at 4% or $50,641 at 6%; with 50% employer match about $50,641 at 4% or $33,761 at 6%; with 100% employer match about $37,981 at 4% or $25,320 at 6%.
2023128$723,156$83,484$2,982iApproximate average salary by contribution assumption: employee only about $74,539 at 4% or $49,693 at 6%; with 50% employer match about $49,693 at 4% or $33,129 at 6%; with 100% employer match about $37,270 at 4% or $24,846 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-28$723,156$83,484$2,982iApproximate average salary by contribution assumption: employee only about $74,539 at 4% or $49,693 at 6%; with 50% employer match about $49,693 at 4% or $33,129 at 6%; with 100% employer match about $37,270 at 4% or $24,846 at 6%.
2022130$558,684$74,085$2,470iApproximate average salary by contribution assumption: employee only about $61,738 at 4% or $41,158 at 6%; with 50% employer match about $41,158 at 4% or $27,439 at 6%; with 100% employer match about $30,869 at 4% or $20,579 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-30$558,684$74,085$2,470iApproximate average salary by contribution assumption: employee only about $61,738 at 4% or $41,158 at 6%; with 50% employer match about $41,158 at 4% or $27,439 at 6%; with 100% employer match about $30,869 at 4% or $20,579 at 6%.
2021131$586,622$101,604$3,278iApproximate average salary by contribution assumption: employee only about $81,939 at 4% or $54,626 at 6%; with 50% employer match about $54,626 at 4% or $36,417 at 6%; with 100% employer match about $40,969 at 4% or $27,313 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-31$586,622$101,604$3,278iApproximate average salary by contribution assumption: employee only about $81,939 at 4% or $54,626 at 6%; with 50% employer match about $54,626 at 4% or $36,417 at 6%; with 100% employer match about $40,969 at 4% or $27,313 at 6%.
2020130$428,328$47,357$1,579iApproximate average salary by contribution assumption: employee only about $39,464 at 4% or $26,309 at 6%; with 50% employer match about $26,309 at 4% or $17,540 at 6%; with 100% employer match about $19,732 at 4% or $13,155 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-30$428,328$47,357$1,579iApproximate average salary by contribution assumption: employee only about $39,464 at 4% or $26,309 at 6%; with 50% employer match about $26,309 at 4% or $17,540 at 6%; with 100% employer match about $19,732 at 4% or $13,155 at 6%.
2019129$331,886$39,820$1,373iApproximate average salary by contribution assumption: employee only about $34,328 at 4% or $22,885 at 6%; with 50% employer match about $22,885 at 4% or $15,257 at 6%; with 100% employer match about $17,164 at 4% or $11,443 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-29$331,886$39,820$1,373iApproximate average salary by contribution assumption: employee only about $34,328 at 4% or $22,885 at 6%; with 50% employer match about $22,885 at 4% or $15,257 at 6%; with 100% employer match about $17,164 at 4% or $11,443 at 6%.
2018130$248,118$203,316$6,777iApproximate average salary by contribution assumption: employee only about $169,430 at 4% or $112,953 at 6%; with 50% employer match about $112,953 at 4% or $75,302 at 6%; with 100% employer match about $84,715 at 4% or $56,477 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-30$248,118$203,316$6,777iApproximate average salary by contribution assumption: employee only about $169,430 at 4% or $112,953 at 6%; with 50% employer match about $112,953 at 4% or $75,302 at 6%; with 100% employer match about $84,715 at 4% or $56,477 at 6%.
2017111$78,175$12,088$1,099iApproximate average salary by contribution assumption: employee only about $27,473 at 4% or $18,315 at 6%; with 50% employer match about $18,315 at 4% or $12,210 at 6%; with 100% employer match about $13,736 at 4% or $9,158 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-11$78,175$12,088$1,099iApproximate average salary by contribution assumption: employee only about $27,473 at 4% or $18,315 at 6%; with 50% employer match about $18,315 at 4% or $12,210 at 6%; with 100% employer match about $13,736 at 4% or $9,158 at 6%.
201617$64,642$28,283$4,040iApproximate average salary by contribution assumption: employee only about $101,011 at 4% or $67,340 at 6%; with 50% employer match about $67,340 at 4% or $44,894 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7$64,642$28,283$4,040iApproximate average salary by contribution assumption: employee only about $101,011 at 4% or $67,340 at 6%; with 50% employer match about $67,340 at 4% or $44,894 at 6%; with 100% employer match about $50,505 at 4% or $33,670 at 6%.
201518$118,321$30,466$3,808iApproximate average salary by contribution assumption: employee only about $95,206 at 4% or $63,471 at 6%; with 50% employer match about $63,471 at 4% or $42,314 at 6%; with 100% employer match about $47,603 at 4% or $31,735 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-8$118,321$30,466$3,808iApproximate average salary by contribution assumption: employee only about $95,206 at 4% or $63,471 at 6%; with 50% employer match about $63,471 at 4% or $42,314 at 6%; with 100% employer match about $47,603 at 4% or $31,735 at 6%.
201418$82,598$29,938$3,742iApproximate average salary by contribution assumption: employee only about $93,556 at 4% or $62,371 at 6%; with 50% employer match about $62,371 at 4% or $41,581 at 6%; with 100% employer match about $46,778 at 4% or $31,185 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-8$82,598$29,938$3,742iApproximate average salary by contribution assumption: employee only about $93,556 at 4% or $62,371 at 6%; with 50% employer match about $62,371 at 4% or $41,581 at 6%; with 100% employer match about $46,778 at 4% or $31,185 at 6%.
201318$57,343$11,405$1,426iApproximate average salary by contribution assumption: employee only about $35,641 at 4% or $23,760 at 6%; with 50% employer match about $23,760 at 4% or $15,840 at 6%; with 100% employer match about $17,820 at 4% or $11,880 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-8$57,343$11,405$1,426iApproximate average salary by contribution assumption: employee only about $35,641 at 4% or $23,760 at 6%; with 50% employer match about $23,760 at 4% or $15,840 at 6%; with 100% employer match about $17,820 at 4% or $11,880 at 6%.
201217$39,556$5,785$826iApproximate average salary by contribution assumption: employee only about $20,661 at 4% or $13,774 at 6%; with 50% employer match about $13,774 at 4% or $9,183 at 6%; with 100% employer match about $10,330 at 4% or $6,887 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7$39,556$5,785$826iApproximate average salary by contribution assumption: employee only about $20,661 at 4% or $13,774 at 6%; with 50% employer match about $13,774 at 4% or $9,183 at 6%; with 100% employer match about $10,330 at 4% or $6,887 at 6%.
201117$29,845$2,085$298iApproximate average salary by contribution assumption: employee only about $7,446 at 4% or $4,964 at 6%; with 50% employer match about $4,964 at 4% or $3,310 at 6%; with 100% employer match about $3,723 at 4% or $2,482 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7$29,845$2,085$298iApproximate average salary by contribution assumption: employee only about $7,446 at 4% or $4,964 at 6%; with 50% employer match about $4,964 at 4% or $3,310 at 6%; with 100% employer match about $3,723 at 4% or $2,482 at 6%.
201017$28,509$6,520$931iApproximate average salary by contribution assumption: employee only about $23,286 at 4% or $15,524 at 6%; with 50% employer match about $15,524 at 4% or $10,349 at 6%; with 100% employer match about $11,643 at 4% or $7,762 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7$28,509$6,520$931iApproximate average salary by contribution assumption: employee only about $23,286 at 4% or $15,524 at 6%; with 50% employer match about $15,524 at 4% or $10,349 at 6%; with 100% employer match about $11,643 at 4% or $7,762 at 6%.
200917$24,893$6,040$863iApproximate average salary by contribution assumption: employee only about $21,571 at 4% or $14,381 at 6%; with 50% employer match about $14,381 at 4% or $9,587 at 6%; with 100% employer match about $10,786 at 4% or $7,190 at 6%.
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7$24,893$6,040$863iApproximate average salary by contribution assumption: employee only about $21,571 at 4% or $14,381 at 6%; with 50% employer match about $14,381 at 4% or $9,587 at 6%; with 100% employer match about $10,786 at 4% or $7,190 at 6%.
200817$0$0-
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7---
200717$0$0-
Phillips Lobue & Wilson Millwo 401(K) Profit Sharing Plan & Trust-7---