Phoenix America Inc.
Plan context: Phoenix America Inc. 401K Plan
EIN 35-2093610 • Fort Wayne, IN • 17 filings • 5 plans
Current Snapshot
Latest Year
2020
2020 Participants
33
2020 Assets
$2,678,702
2020 Contributions
$212,013
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 33 | $2,678,702 | $212,013 | $6,425iApproximate average salary by contribution assumption: employee only about $160,616 at 4% or $107,077 at 6%; with 50% employer match about $107,077 at 4% or $71,385 at 6%; with 100% employer match about $80,308 at 4% or $53,539 at 6%. |
| Phoenix America Inc. 401K Plan | - | 33 | $2,678,702 | $212,013 | $6,425iApproximate average salary by contribution assumption: employee only about $160,616 at 4% or $107,077 at 6%; with 50% employer match about $107,077 at 4% or $71,385 at 6%; with 100% employer match about $80,308 at 4% or $53,539 at 6%. |
| 2019 | 1 | 34 | $2,265,127 | $225,967 | $6,646iApproximate average salary by contribution assumption: employee only about $166,152 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%. |
| Phoenix America Inc. 401K Plan | - | 34 | $2,265,127 | $225,967 | $6,646iApproximate average salary by contribution assumption: employee only about $166,152 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%. |
| 2018 | 1 | 29 | $1,752,958 | $258,511 | $8,914iApproximate average salary by contribution assumption: employee only about $222,854 at 4% or $148,570 at 6%; with 50% employer match about $148,570 at 4% or $99,046 at 6%; with 100% employer match about $111,427 at 4% or $74,285 at 6%. |
| Phoenix America Inc. 401K Plan | - | 29 | $1,752,958 | $258,511 | $8,914iApproximate average salary by contribution assumption: employee only about $222,854 at 4% or $148,570 at 6%; with 50% employer match about $148,570 at 4% or $99,046 at 6%; with 100% employer match about $111,427 at 4% or $74,285 at 6%. |
| 2017 | 1 | 29 | $1,776,715 | $260,589 | $8,986iApproximate average salary by contribution assumption: employee only about $224,646 at 4% or $149,764 at 6%; with 50% employer match about $149,764 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%. |
| Phoenix America Inc. 401K Plan | - | 29 | $1,776,715 | $260,589 | $8,986iApproximate average salary by contribution assumption: employee only about $224,646 at 4% or $149,764 at 6%; with 50% employer match about $149,764 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%. |
| 2016 | 1 | 28 | $1,462,032 | $148,804 | $5,314iApproximate average salary by contribution assumption: employee only about $132,861 at 4% or $88,574 at 6%; with 50% employer match about $88,574 at 4% or $59,049 at 6%; with 100% employer match about $66,430 at 4% or $44,287 at 6%. |
| Phoenix America Inc. 401K Plan | - | 28 | $1,462,032 | $148,804 | $5,314iApproximate average salary by contribution assumption: employee only about $132,861 at 4% or $88,574 at 6%; with 50% employer match about $88,574 at 4% or $59,049 at 6%; with 100% employer match about $66,430 at 4% or $44,287 at 6%. |
| 2015 | 1 | 22 | $1,197,055 | $134,561 | $6,116iApproximate average salary by contribution assumption: employee only about $152,910 at 4% or $101,940 at 6%; with 50% employer match about $101,940 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| Phoenix America Inc. 401K Plan | - | 22 | $1,197,055 | $134,561 | $6,116iApproximate average salary by contribution assumption: employee only about $152,910 at 4% or $101,940 at 6%; with 50% employer match about $101,940 at 4% or $67,960 at 6%; with 100% employer match about $76,455 at 4% or $50,970 at 6%. |
| 2014 | 1 | 22 | $1,083,410 | $126,388 | $5,745iApproximate average salary by contribution assumption: employee only about $143,623 at 4% or $95,748 at 6%; with 50% employer match about $95,748 at 4% or $63,832 at 6%; with 100% employer match about $71,811 at 4% or $47,874 at 6%. |
| Phoenix America Inc. 401K Plan | - | 22 | $1,083,410 | $126,388 | $5,745iApproximate average salary by contribution assumption: employee only about $143,623 at 4% or $95,748 at 6%; with 50% employer match about $95,748 at 4% or $63,832 at 6%; with 100% employer match about $71,811 at 4% or $47,874 at 6%. |
| 2013 | 1 | 17 | $886,484 | $173,668 | $10,216iApproximate average salary by contribution assumption: employee only about $255,394 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,508 at 6%; with 100% employer match about $127,697 at 4% or $85,131 at 6%. |
| Phoenix America Inc. 401K Plan | - | 17 | $886,484 | $173,668 | $10,216iApproximate average salary by contribution assumption: employee only about $255,394 at 4% or $170,263 at 6%; with 50% employer match about $170,263 at 4% or $113,508 at 6%; with 100% employer match about $127,697 at 4% or $85,131 at 6%. |
| 2012 | 1 | 16 | $636,165 | $45,632 | $2,852iApproximate average salary by contribution assumption: employee only about $71,300 at 4% or $47,533 at 6%; with 50% employer match about $47,533 at 4% or $31,689 at 6%; with 100% employer match about $35,650 at 4% or $23,767 at 6%. |
| Phoenix America Inc. 401K Plan | - | 16 | $636,165 | $45,632 | $2,852iApproximate average salary by contribution assumption: employee only about $71,300 at 4% or $47,533 at 6%; with 50% employer match about $47,533 at 4% or $31,689 at 6%; with 100% employer match about $35,650 at 4% or $23,767 at 6%. |
| 2011 | 1 | 14 | $516,132 | $43,961 | $3,140iApproximate average salary by contribution assumption: employee only about $78,502 at 4% or $52,335 at 6%; with 50% employer match about $52,335 at 4% or $34,890 at 6%; with 100% employer match about $39,251 at 4% or $26,167 at 6%. |
| Phoenix America Inc. 401K Plan | - | 14 | $516,132 | $43,961 | $3,140iApproximate average salary by contribution assumption: employee only about $78,502 at 4% or $52,335 at 6%; with 50% employer match about $52,335 at 4% or $34,890 at 6%; with 100% employer match about $39,251 at 4% or $26,167 at 6%. |
| 2010 | 1 | 15 | $533,691 | $34,948 | $2,330iApproximate average salary by contribution assumption: employee only about $58,247 at 4% or $38,831 at 6%; with 50% employer match about $38,831 at 4% or $25,887 at 6%; with 100% employer match about $29,123 at 4% or $19,416 at 6%. |
| Phoenix America Inc. 401K Plan | - | 15 | $533,691 | $34,948 | $2,330iApproximate average salary by contribution assumption: employee only about $58,247 at 4% or $38,831 at 6%; with 50% employer match about $38,831 at 4% or $25,887 at 6%; with 100% employer match about $29,123 at 4% or $19,416 at 6%. |
| 2009 | 1 | 16 | $447,923 | $39,132 | $2,446iApproximate average salary by contribution assumption: employee only about $61,144 at 4% or $40,763 at 6%; with 50% employer match about $40,763 at 4% or $27,175 at 6%; with 100% employer match about $30,572 at 4% or $20,381 at 6%. |
| Phoenix America Inc. 401K Plan | - | 16 | $447,923 | $39,132 | $2,446iApproximate average salary by contribution assumption: employee only about $61,144 at 4% or $40,763 at 6%; with 50% employer match about $40,763 at 4% or $27,175 at 6%; with 100% employer match about $30,572 at 4% or $20,381 at 6%. |
| 2008 | 1 | 17 | $301,322 | $63,138 | $3,714iApproximate average salary by contribution assumption: employee only about $92,850 at 4% or $61,900 at 6%; with 50% employer match about $61,900 at 4% or $41,267 at 6%; with 100% employer match about $46,425 at 4% or $30,950 at 6%. |
| Phoenix America Inc. 401K Plan | - | 17 | $301,322 | $63,138 | $3,714iApproximate average salary by contribution assumption: employee only about $92,850 at 4% or $61,900 at 6%; with 50% employer match about $61,900 at 4% or $41,267 at 6%; with 100% employer match about $46,425 at 4% or $30,950 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Phoenix America Inc. 401K Plan | - | 17 | - | - | - |
| 2006 | 1 | 15 | $312,491 | $47,012 | $3,134iApproximate average salary by contribution assumption: employee only about $78,353 at 4% or $52,236 at 6%; with 50% employer match about $52,236 at 4% or $34,824 at 6%; with 100% employer match about $39,177 at 4% or $26,118 at 6%. |
| Phoenix America Inc. 401K Plan | - | 15 | $312,491 | $47,012 | $3,134iApproximate average salary by contribution assumption: employee only about $78,353 at 4% or $52,236 at 6%; with 50% employer match about $52,236 at 4% or $34,824 at 6%; with 100% employer match about $39,177 at 4% or $26,118 at 6%. |
| 2005 | 1 | 16 | $228,205 | $221,599 | $13,850iApproximate average salary by contribution assumption: employee only about $346,248 at 4% or $230,832 at 6%; with 50% employer match about $230,832 at 4% or $153,888 at 6%; with 100% employer match about $173,124 at 4% or $115,416 at 6%. |
| Phoenix America Inc. 401K Plan | - | 16 | $228,205 | $221,599 | $13,850iApproximate average salary by contribution assumption: employee only about $346,248 at 4% or $230,832 at 6%; with 50% employer match about $230,832 at 4% or $153,888 at 6%; with 100% employer match about $173,124 at 4% or $115,416 at 6%. |
| 2000 | 1 | 27 | $0 | $0 | - |
| PHOENIX AMERICA, INC. EMPLOYEE BENEFIT PLAN | - | 27 | - | - | - |