Civic Intelligence

The Jerome Phillips Fully Insured Pension Plan

Plan context: The Jerome Phillips Fully Insured Pension Plan

EIN 35-2231092 • Toledo, OH • 8 filings • 1 plans

520 Madison AveToledo, OH 43604
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$1,190,085

2011 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$1,190,085$595,043$0200420082011YearValue
$1,190,085Latest year 2011

Participants Over Time

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

320200420082011YearValue
2Latest year 2011

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
201112$1,190,085$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$1,190,085$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201012$1,075,902$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$1,075,902$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200912$934,097$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$934,097$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200812$866,362$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$866,362$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200712$831,279$106,823$53,412iApproximate average salary by contribution assumption: employee only about $1,335,288 at 4% or $890,192 at 6%; with 50% employer match about $890,192 at 4% or $593,461 at 6%; with 100% employer match about $667,644 at 4% or $445,096 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$831,279$106,823$53,412iApproximate average salary by contribution assumption: employee only about $1,335,288 at 4% or $890,192 at 6%; with 50% employer match about $890,192 at 4% or $593,461 at 6%; with 100% employer match about $667,644 at 4% or $445,096 at 6%.
200612$677,831$201,387$100,694iApproximate average salary by contribution assumption: employee only about $2,517,338 at 4% or $1,678,225 at 6%; with 50% employer match about $1,678,225 at 4% or $1,118,817 at 6%; with 100% employer match about $1,258,669 at 4% or $839,113 at 6%.
The Jerome Phillips Fully Insured Pension Plan-2$677,831$201,387$100,694iApproximate average salary by contribution assumption: employee only about $2,517,338 at 4% or $1,678,225 at 6%; with 50% employer match about $1,678,225 at 4% or $1,118,817 at 6%; with 100% employer match about $1,258,669 at 4% or $839,113 at 6%.
200513$477,439$253,025$84,342iApproximate average salary by contribution assumption: employee only about $2,108,542 at 4% or $1,405,694 at 6%; with 50% employer match about $1,405,694 at 4% or $937,130 at 6%; with 100% employer match about $1,054,271 at 4% or $702,847 at 6%.
The Jerome Phillips Fully Insured Pension Plan-3$477,439$253,025$84,342iApproximate average salary by contribution assumption: employee only about $2,108,542 at 4% or $1,405,694 at 6%; with 50% employer match about $1,405,694 at 4% or $937,130 at 6%; with 100% employer match about $1,054,271 at 4% or $702,847 at 6%.
200413$238,816$238,816$79,605iApproximate average salary by contribution assumption: employee only about $1,990,133 at 4% or $1,326,756 at 6%; with 50% employer match about $1,326,756 at 4% or $884,504 at 6%; with 100% employer match about $995,067 at 4% or $663,378 at 6%.
The Jerome Phillips Fully Insured Pension Plan-3$238,816$238,816$79,605iApproximate average salary by contribution assumption: employee only about $1,990,133 at 4% or $1,326,756 at 6%; with 50% employer match about $1,326,756 at 4% or $884,504 at 6%; with 100% employer match about $995,067 at 4% or $663,378 at 6%.