Civic Intelligence

Russell W Phillips DMD & Ronald L C

Plan context: Phillips & Cooper 401(K)

EIN 35-2218466 • Washington, DC • 17 filings • 3 plans

1625 K Street, NWSuite 1Washington, DC 20006
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$1,879,433

2023 Contributions

$141,811

Historical Graphs

Total Assets Over Time

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

$2,220,237$1,110,119$0200420152022YearValue
$1,879,433Latest year 2022

Participants Over Time

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

950200420152022YearValue
8Latest year 2022

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
202310$0$141,811-
Phillips & Cooper 401(K)-0$0$141,811-
202218$1,879,433$76,508$9,564iApproximate average salary by contribution assumption: employee only about $239,088 at 4% or $159,392 at 6%; with 50% employer match about $159,392 at 4% or $106,261 at 6%; with 100% employer match about $119,544 at 4% or $79,696 at 6%.
Phillips & Cooper 401(K)-8$1,879,433$76,508$9,564iApproximate average salary by contribution assumption: employee only about $239,088 at 4% or $159,392 at 6%; with 50% employer match about $159,392 at 4% or $106,261 at 6%; with 100% employer match about $119,544 at 4% or $79,696 at 6%.
202117$2,220,237$100,862$14,409iApproximate average salary by contribution assumption: employee only about $360,221 at 4% or $240,148 at 6%; with 50% employer match about $240,148 at 4% or $160,098 at 6%; with 100% employer match about $180,111 at 4% or $120,074 at 6%.
Phillips & Cooper 401(K)-7$2,220,237$100,862$14,409iApproximate average salary by contribution assumption: employee only about $360,221 at 4% or $240,148 at 6%; with 50% employer match about $240,148 at 4% or $160,098 at 6%; with 100% employer match about $180,111 at 4% or $120,074 at 6%.
202017$1,855,279$93,852$13,407iApproximate average salary by contribution assumption: employee only about $335,186 at 4% or $223,457 at 6%; with 50% employer match about $223,457 at 4% or $148,971 at 6%; with 100% employer match about $167,593 at 4% or $111,729 at 6%.
Phillips & Cooper 401(K)-7$1,855,279$93,852$13,407iApproximate average salary by contribution assumption: employee only about $335,186 at 4% or $223,457 at 6%; with 50% employer match about $223,457 at 4% or $148,971 at 6%; with 100% employer match about $167,593 at 4% or $111,729 at 6%.
201917$1,572,815$97,904$13,986iApproximate average salary by contribution assumption: employee only about $349,657 at 4% or $233,105 at 6%; with 50% employer match about $233,105 at 4% or $155,403 at 6%; with 100% employer match about $174,829 at 4% or $116,552 at 6%.
Phillips & Cooper 401(K)-7$1,572,815$97,904$13,986iApproximate average salary by contribution assumption: employee only about $349,657 at 4% or $233,105 at 6%; with 50% employer match about $233,105 at 4% or $155,403 at 6%; with 100% employer match about $174,829 at 4% or $116,552 at 6%.
201818$1,229,097$101,652$12,707iApproximate average salary by contribution assumption: employee only about $317,663 at 4% or $211,775 at 6%; with 50% employer match about $211,775 at 4% or $141,183 at 6%; with 100% employer match about $158,831 at 4% or $105,888 at 6%.
Phillips & Cooper 401(K)-8$1,229,097$101,652$12,707iApproximate average salary by contribution assumption: employee only about $317,663 at 4% or $211,775 at 6%; with 50% employer match about $211,775 at 4% or $141,183 at 6%; with 100% employer match about $158,831 at 4% or $105,888 at 6%.
201717$1,244,682$92,389$13,198iApproximate average salary by contribution assumption: employee only about $329,961 at 4% or $219,974 at 6%; with 50% employer match about $219,974 at 4% or $146,649 at 6%; with 100% employer match about $164,980 at 4% or $109,987 at 6%.
Phillips & Cooper 401(K)-7$1,244,682$92,389$13,198iApproximate average salary by contribution assumption: employee only about $329,961 at 4% or $219,974 at 6%; with 50% employer match about $219,974 at 4% or $146,649 at 6%; with 100% employer match about $164,980 at 4% or $109,987 at 6%.
201618$1,133,929$58,758$7,345iApproximate average salary by contribution assumption: employee only about $183,619 at 4% or $122,413 at 6%; with 50% employer match about $122,413 at 4% or $81,608 at 6%; with 100% employer match about $91,809 at 4% or $61,206 at 6%.
Phillips & Cooper 401(K)-8$1,133,929$58,758$7,345iApproximate average salary by contribution assumption: employee only about $183,619 at 4% or $122,413 at 6%; with 50% employer match about $122,413 at 4% or $81,608 at 6%; with 100% employer match about $91,809 at 4% or $61,206 at 6%.
201518$1,251,483$74,642$9,330iApproximate average salary by contribution assumption: employee only about $233,256 at 4% or $155,504 at 6%; with 50% employer match about $155,504 at 4% or $103,669 at 6%; with 100% employer match about $116,628 at 4% or $77,752 at 6%.
Phillips & Cooper 401(K)-8$1,251,483$74,642$9,330iApproximate average salary by contribution assumption: employee only about $233,256 at 4% or $155,504 at 6%; with 50% employer match about $155,504 at 4% or $103,669 at 6%; with 100% employer match about $116,628 at 4% or $77,752 at 6%.
201418$1,219,512$111,075$13,884iApproximate average salary by contribution assumption: employee only about $347,109 at 4% or $231,406 at 6%; with 50% employer match about $231,406 at 4% or $154,271 at 6%; with 100% employer match about $173,555 at 4% or $115,703 at 6%.
Phillips & Cooper 401(K)-8$1,219,512$111,075$13,884iApproximate average salary by contribution assumption: employee only about $347,109 at 4% or $231,406 at 6%; with 50% employer match about $231,406 at 4% or $154,271 at 6%; with 100% employer match about $173,555 at 4% or $115,703 at 6%.
201317$1,093,946$95,799$13,686iApproximate average salary by contribution assumption: employee only about $342,139 at 4% or $228,093 at 6%; with 50% employer match about $228,093 at 4% or $152,062 at 6%; with 100% employer match about $171,070 at 4% or $114,046 at 6%.
Phillips & Cooper 401(K)-7$1,093,946$95,799$13,686iApproximate average salary by contribution assumption: employee only about $342,139 at 4% or $228,093 at 6%; with 50% employer match about $228,093 at 4% or $152,062 at 6%; with 100% employer match about $171,070 at 4% or $114,046 at 6%.
201216$750,487$62,095$10,349iApproximate average salary by contribution assumption: employee only about $258,729 at 4% or $172,486 at 6%; with 50% employer match about $172,486 at 4% or $114,991 at 6%; with 100% employer match about $129,365 at 4% or $86,243 at 6%.
Phillips & Cooper 401(K)-6$750,487$62,095$10,349iApproximate average salary by contribution assumption: employee only about $258,729 at 4% or $172,486 at 6%; with 50% employer match about $172,486 at 4% or $114,991 at 6%; with 100% employer match about $129,365 at 4% or $86,243 at 6%.
201116$572,938$102,364$17,061iApproximate average salary by contribution assumption: employee only about $426,517 at 4% or $284,344 at 6%; with 50% employer match about $284,344 at 4% or $189,563 at 6%; with 100% employer match about $213,258 at 4% or $142,172 at 6%.
Phillips & Cooper 401(K)-6$572,938$102,364$17,061iApproximate average salary by contribution assumption: employee only about $426,517 at 4% or $284,344 at 6%; with 50% employer match about $284,344 at 4% or $189,563 at 6%; with 100% employer match about $213,258 at 4% or $142,172 at 6%.
201017$617,749$73,067$10,438iApproximate average salary by contribution assumption: employee only about $260,954 at 4% or $173,969 at 6%; with 50% employer match about $173,969 at 4% or $115,979 at 6%; with 100% employer match about $130,477 at 4% or $86,985 at 6%.
Phillips & Cooper 401(K)-7$617,749$73,067$10,438iApproximate average salary by contribution assumption: employee only about $260,954 at 4% or $173,969 at 6%; with 50% employer match about $173,969 at 4% or $115,979 at 6%; with 100% employer match about $130,477 at 4% or $86,985 at 6%.
200917$453,828$96,655$13,808iApproximate average salary by contribution assumption: employee only about $345,196 at 4% or $230,131 at 6%; with 50% employer match about $230,131 at 4% or $153,421 at 6%; with 100% employer match about $172,598 at 4% or $115,065 at 6%.
Phillips & Cooper 401(K)-7$453,828$96,655$13,808iApproximate average salary by contribution assumption: employee only about $345,196 at 4% or $230,131 at 6%; with 50% employer match about $230,131 at 4% or $153,421 at 6%; with 100% employer match about $172,598 at 4% or $115,065 at 6%.
200517$170,538$92,619$13,231iApproximate average salary by contribution assumption: employee only about $330,782 at 4% or $220,521 at 6%; with 50% employer match about $220,521 at 4% or $147,014 at 6%; with 100% employer match about $165,391 at 4% or $110,261 at 6%.
Phillips & Cooper 401(K)-7$170,538$92,619$13,231iApproximate average salary by contribution assumption: employee only about $330,782 at 4% or $220,521 at 6%; with 50% employer match about $220,521 at 4% or $147,014 at 6%; with 100% employer match about $165,391 at 4% or $110,261 at 6%.
200419$65,821$59,150$6,572iApproximate average salary by contribution assumption: employee only about $164,306 at 4% or $109,537 at 6%; with 50% employer match about $109,537 at 4% or $73,025 at 6%; with 100% employer match about $82,153 at 4% or $54,769 at 6%.
Phillips & Cooper 401(K)-9$65,821$59,150$6,572iApproximate average salary by contribution assumption: employee only about $164,306 at 4% or $109,537 at 6%; with 50% employer match about $109,537 at 4% or $73,025 at 6%; with 100% employer match about $82,153 at 4% or $54,769 at 6%.