Civic Intelligence

PHI DELTA THETA FOUNDATION

Plan context: PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST

EIN 34-6539803 • Oxford, OH • 18 filings • 4 plans

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2 S Campus AveOxford, OH 45056-1801
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$935,521

2025 Contributions

$79,391

Historical Graphs

Total Assets Over Time

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

$935,521$467,761$0201020182025YearValue
$935,521Latest year 2025

Participants Over Time

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

1680201020182025YearValue
14Latest 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
2025114$935,521$79,391$5,671iApproximate average salary by contribution assumption: employee only about $141,770 at 4% or $94,513 at 6%; with 50% employer match about $94,513 at 4% or $63,009 at 6%; with 100% employer match about $70,885 at 4% or $47,257 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-14$935,521$79,391$5,671iApproximate average salary by contribution assumption: employee only about $141,770 at 4% or $94,513 at 6%; with 50% employer match about $94,513 at 4% or $63,009 at 6%; with 100% employer match about $70,885 at 4% or $47,257 at 6%.
2024115$753,325$91,764$6,118iApproximate average salary by contribution assumption: employee only about $152,940 at 4% or $101,960 at 6%; with 50% employer match about $101,960 at 4% or $67,973 at 6%; with 100% employer match about $76,470 at 4% or $50,980 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-15$753,325$91,764$6,118iApproximate average salary by contribution assumption: employee only about $152,940 at 4% or $101,960 at 6%; with 50% employer match about $101,960 at 4% or $67,973 at 6%; with 100% employer match about $76,470 at 4% or $50,980 at 6%.
2023116$766,604$72,141$4,509iApproximate average salary by contribution assumption: employee only about $112,720 at 4% or $75,147 at 6%; with 50% employer match about $75,147 at 4% or $50,098 at 6%; with 100% employer match about $56,360 at 4% or $37,573 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-16$766,604$72,141$4,509iApproximate average salary by contribution assumption: employee only about $112,720 at 4% or $75,147 at 6%; with 50% employer match about $75,147 at 4% or $50,098 at 6%; with 100% employer match about $56,360 at 4% or $37,573 at 6%.
2022114$611,124$83,088$5,935iApproximate average salary by contribution assumption: employee only about $148,371 at 4% or $98,914 at 6%; with 50% employer match about $98,914 at 4% or $65,943 at 6%; with 100% employer match about $74,186 at 4% or $49,457 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-14$611,124$83,088$5,935iApproximate average salary by contribution assumption: employee only about $148,371 at 4% or $98,914 at 6%; with 50% employer match about $98,914 at 4% or $65,943 at 6%; with 100% employer match about $74,186 at 4% or $49,457 at 6%.
2021113$674,688$69,542$5,349iApproximate average salary by contribution assumption: employee only about $133,735 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,438 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-13$674,688$69,542$5,349iApproximate average salary by contribution assumption: employee only about $133,735 at 4% or $89,156 at 6%; with 50% employer match about $89,156 at 4% or $59,438 at 6%; with 100% employer match about $66,867 at 4% or $44,578 at 6%.
2020114$541,589$115,762$8,269iApproximate average salary by contribution assumption: employee only about $206,718 at 4% or $137,812 at 6%; with 50% employer match about $137,812 at 4% or $91,875 at 6%; with 100% employer match about $103,359 at 4% or $68,906 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-14$541,589$115,762$8,269iApproximate average salary by contribution assumption: employee only about $206,718 at 4% or $137,812 at 6%; with 50% employer match about $137,812 at 4% or $91,875 at 6%; with 100% employer match about $103,359 at 4% or $68,906 at 6%.
2019114$354,969$89,654$6,404iApproximate average salary by contribution assumption: employee only about $160,096 at 4% or $106,731 at 6%; with 50% employer match about $106,731 at 4% or $71,154 at 6%; with 100% employer match about $80,048 at 4% or $53,365 at 6%.
PHI DELTA THETA FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST-14$354,969$89,654$6,404iApproximate average salary by contribution assumption: employee only about $160,096 at 4% or $106,731 at 6%; with 50% employer match about $106,731 at 4% or $71,154 at 6%; with 100% employer match about $80,048 at 4% or $53,365 at 6%.
2018112$235,472$72,175$6,015iApproximate average salary by contribution assumption: employee only about $150,365 at 4% or $100,243 at 6%; with 50% employer match about $100,243 at 4% or $66,829 at 6%; with 100% employer match about $75,182 at 4% or $50,122 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-12$235,472$72,175$6,015iApproximate average salary by contribution assumption: employee only about $150,365 at 4% or $100,243 at 6%; with 50% employer match about $100,243 at 4% or $66,829 at 6%; with 100% employer match about $75,182 at 4% or $50,122 at 6%.
2017111$175,820$55,447$5,041iApproximate average salary by contribution assumption: employee only about $126,016 at 4% or $84,011 at 6%; with 50% employer match about $84,011 at 4% or $56,007 at 6%; with 100% employer match about $63,008 at 4% or $42,005 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-11$175,820$55,447$5,041iApproximate average salary by contribution assumption: employee only about $126,016 at 4% or $84,011 at 6%; with 50% employer match about $84,011 at 4% or $56,007 at 6%; with 100% employer match about $63,008 at 4% or $42,005 at 6%.
2016111$514,263$49,782$4,526iApproximate average salary by contribution assumption: employee only about $113,141 at 4% or $75,427 at 6%; with 50% employer match about $75,427 at 4% or $50,285 at 6%; with 100% employer match about $56,570 at 4% or $37,714 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-11$514,263$49,782$4,526iApproximate average salary by contribution assumption: employee only about $113,141 at 4% or $75,427 at 6%; with 50% employer match about $75,427 at 4% or $50,285 at 6%; with 100% employer match about $56,570 at 4% or $37,714 at 6%.
201518$431,308$26,301$3,288iApproximate average salary by contribution assumption: employee only about $82,191 at 4% or $54,794 at 6%; with 50% employer match about $54,794 at 4% or $36,529 at 6%; with 100% employer match about $41,095 at 4% or $27,397 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-8$431,308$26,301$3,288iApproximate average salary by contribution assumption: employee only about $82,191 at 4% or $54,794 at 6%; with 50% employer match about $54,794 at 4% or $36,529 at 6%; with 100% employer match about $41,095 at 4% or $27,397 at 6%.
201418$401,848$12,008$1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-8$401,848$12,008$1,501iApproximate average salary by contribution assumption: employee only about $37,525 at 4% or $25,017 at 6%; with 50% employer match about $25,017 at 4% or $16,678 at 6%; with 100% employer match about $18,763 at 4% or $12,508 at 6%.
201318$400,258$39,124$4,891iApproximate average salary by contribution assumption: employee only about $122,263 at 4% or $81,508 at 6%; with 50% employer match about $81,508 at 4% or $54,339 at 6%; with 100% employer match about $61,131 at 4% or $40,754 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-8$400,258$39,124$4,891iApproximate average salary by contribution assumption: employee only about $122,263 at 4% or $81,508 at 6%; with 50% employer match about $81,508 at 4% or $54,339 at 6%; with 100% employer match about $61,131 at 4% or $40,754 at 6%.
201213$290,300$153,680$51,227iApproximate average salary by contribution assumption: employee only about $1,280,667 at 4% or $853,778 at 6%; with 50% employer match about $853,778 at 4% or $569,185 at 6%; with 100% employer match about $640,333 at 4% or $426,889 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-3$290,300$153,680$51,227iApproximate average salary by contribution assumption: employee only about $1,280,667 at 4% or $853,778 at 6%; with 50% employer match about $853,778 at 4% or $569,185 at 6%; with 100% employer match about $640,333 at 4% or $426,889 at 6%.
201124$114,185$105,221$26,305iApproximate average salary by contribution assumption: employee only about $657,631 at 4% or $438,421 at 6%; with 50% employer match about $438,421 at 4% or $292,281 at 6%; with 100% employer match about $328,816 at 4% or $219,210 at 6%.
PHI DELTA FOUNDATION 401 K SALARY REDUCTION PLAN AND TRUST-4$114,185$105,221$26,305iApproximate average salary by contribution assumption: employee only about $657,631 at 4% or $438,421 at 6%; with 50% employer match about $438,421 at 4% or $292,281 at 6%; with 100% employer match about $328,816 at 4% or $219,210 at 6%.
PHI DELTA THETA FOUNDATION 403(B)-0$0--
2010110$444,901$20,052$2,005iApproximate average salary by contribution assumption: employee only about $50,130 at 4% or $33,420 at 6%; with 50% employer match about $33,420 at 4% or $22,280 at 6%; with 100% employer match about $25,065 at 4% or $16,710 at 6%.
PHI DELTA THETA FOUNDATION 403(B)-10$444,901$20,052$2,005iApproximate average salary by contribution assumption: employee only about $50,130 at 4% or $33,420 at 6%; with 50% employer match about $33,420 at 4% or $22,280 at 6%; with 100% employer match about $25,065 at 4% or $16,710 at 6%.
200810$0$0-
PHI DELTA THETA FOUNDATION 403B-0---