Civic Intelligence

Jerome Phillips Attorney at Law

Plan context: Jerome Phillips 401(K) Plan

EIN 35-2331092 • Toledo, OH • 13 filings • 1 plans

420 Madison Ave., Suite 1101Toledo, OH 43604
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,805,173

2025 Contributions

$105,168

Historical Graphs

Total Assets Over Time

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

$1,805,173$902,587$0201320192025YearValue
$1,805,173Latest year 2025

Participants Over Time

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

530201320192025YearValue
5Latest 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
202515$1,805,173$105,168$21,034iApproximate average salary by contribution assumption: employee only about $525,840 at 4% or $350,560 at 6%; with 50% employer match about $350,560 at 4% or $233,707 at 6%; with 100% employer match about $262,920 at 4% or $175,280 at 6%.
Jerome Phillips 401(K) Plan-5$1,805,173$105,168$21,034iApproximate average salary by contribution assumption: employee only about $525,840 at 4% or $350,560 at 6%; with 50% employer match about $350,560 at 4% or $233,707 at 6%; with 100% employer match about $262,920 at 4% or $175,280 at 6%.
202415$1,544,754$96,727$19,345iApproximate average salary by contribution assumption: employee only about $483,635 at 4% or $322,423 at 6%; with 50% employer match about $322,423 at 4% or $214,949 at 6%; with 100% employer match about $241,818 at 4% or $161,212 at 6%.
Jerome Phillips 401(K) Plan-5$1,544,754$96,727$19,345iApproximate average salary by contribution assumption: employee only about $483,635 at 4% or $322,423 at 6%; with 50% employer match about $322,423 at 4% or $214,949 at 6%; with 100% employer match about $241,818 at 4% or $161,212 at 6%.
202315$1,240,660$93,653$18,731iApproximate average salary by contribution assumption: employee only about $468,265 at 4% or $312,177 at 6%; with 50% employer match about $312,177 at 4% or $208,118 at 6%; with 100% employer match about $234,132 at 4% or $156,088 at 6%.
Jerome Phillips 401(K) Plan-5$1,240,660$93,653$18,731iApproximate average salary by contribution assumption: employee only about $468,265 at 4% or $312,177 at 6%; with 50% employer match about $312,177 at 4% or $208,118 at 6%; with 100% employer match about $234,132 at 4% or $156,088 at 6%.
202215$970,693$117,227$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,068 at 4% or $195,378 at 6%.
Jerome Phillips 401(K) Plan-5$970,693$117,227$23,445iApproximate average salary by contribution assumption: employee only about $586,135 at 4% or $390,757 at 6%; with 50% employer match about $390,757 at 4% or $260,504 at 6%; with 100% employer match about $293,068 at 4% or $195,378 at 6%.
202112$1,085,614$84,542$42,271iApproximate average salary by contribution assumption: employee only about $1,056,775 at 4% or $704,517 at 6%; with 50% employer match about $704,517 at 4% or $469,678 at 6%; with 100% employer match about $528,388 at 4% or $352,258 at 6%.
Jerome Phillips 401(K) Plan-2$1,085,614$84,542$42,271iApproximate average salary by contribution assumption: employee only about $1,056,775 at 4% or $704,517 at 6%; with 50% employer match about $704,517 at 4% or $469,678 at 6%; with 100% employer match about $528,388 at 4% or $352,258 at 6%.
202013$831,875$91,924$30,641iApproximate average salary by contribution assumption: employee only about $766,033 at 4% or $510,689 at 6%; with 50% employer match about $510,689 at 4% or $340,459 at 6%; with 100% employer match about $383,017 at 4% or $255,344 at 6%.
Jerome Phillips 401(K) Plan-3$831,875$91,924$30,641iApproximate average salary by contribution assumption: employee only about $766,033 at 4% or $510,689 at 6%; with 50% employer match about $510,689 at 4% or $340,459 at 6%; with 100% employer match about $383,017 at 4% or $255,344 at 6%.
201912$629,228$87,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
Jerome Phillips 401(K) Plan-2$629,228$87,000$43,500iApproximate average salary by contribution assumption: employee only about $1,087,500 at 4% or $725,000 at 6%; with 50% employer match about $725,000 at 4% or $483,333 at 6%; with 100% employer match about $543,750 at 4% or $362,500 at 6%.
201813$472,704$80,460$26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%.
Jerome Phillips 401(K) Plan-3$472,704$80,460$26,820iApproximate average salary by contribution assumption: employee only about $670,500 at 4% or $447,000 at 6%; with 50% employer match about $447,000 at 4% or $298,000 at 6%; with 100% employer match about $335,250 at 4% or $223,500 at 6%.
201713$428,113$80,823$26,941iApproximate average salary by contribution assumption: employee only about $673,525 at 4% or $449,017 at 6%; with 50% employer match about $449,017 at 4% or $299,344 at 6%; with 100% employer match about $336,763 at 4% or $224,508 at 6%.
Jerome Phillips 401(K) Plan-3$428,113$80,823$26,941iApproximate average salary by contribution assumption: employee only about $673,525 at 4% or $449,017 at 6%; with 50% employer match about $449,017 at 4% or $299,344 at 6%; with 100% employer match about $336,763 at 4% or $224,508 at 6%.
201613$303,429$79,090$26,363iApproximate average salary by contribution assumption: employee only about $659,083 at 4% or $439,389 at 6%; with 50% employer match about $439,389 at 4% or $292,926 at 6%; with 100% employer match about $329,542 at 4% or $219,694 at 6%.
Jerome Phillips 401(K) Plan-3$303,429$79,090$26,363iApproximate average salary by contribution assumption: employee only about $659,083 at 4% or $439,389 at 6%; with 50% employer match about $439,389 at 4% or $292,926 at 6%; with 100% employer match about $329,542 at 4% or $219,694 at 6%.
201513$207,866$79,439$26,480iApproximate average salary by contribution assumption: employee only about $661,992 at 4% or $441,328 at 6%; with 50% employer match about $441,328 at 4% or $294,219 at 6%; with 100% employer match about $330,996 at 4% or $220,664 at 6%.
Jerome Phillips 401(K) Plan-3$207,866$79,439$26,480iApproximate average salary by contribution assumption: employee only about $661,992 at 4% or $441,328 at 6%; with 50% employer match about $441,328 at 4% or $294,219 at 6%; with 100% employer match about $330,996 at 4% or $220,664 at 6%.
201413$129,988$64,057$21,352iApproximate average salary by contribution assumption: employee only about $533,808 at 4% or $355,872 at 6%; with 50% employer match about $355,872 at 4% or $237,248 at 6%; with 100% employer match about $266,904 at 4% or $177,936 at 6%.
Jerome Phillips 401(K) Plan-3$129,988$64,057$21,352iApproximate average salary by contribution assumption: employee only about $533,808 at 4% or $355,872 at 6%; with 50% employer match about $355,872 at 4% or $237,248 at 6%; with 100% employer match about $266,904 at 4% or $177,936 at 6%.
201313$62,598$62,598$20,866iApproximate average salary by contribution assumption: employee only about $521,650 at 4% or $347,767 at 6%; with 50% employer match about $347,767 at 4% or $231,844 at 6%; with 100% employer match about $260,825 at 4% or $173,883 at 6%.
Jerome Phillips 401(K) Plan-3$62,598$62,598$20,866iApproximate average salary by contribution assumption: employee only about $521,650 at 4% or $347,767 at 6%; with 50% employer match about $347,767 at 4% or $231,844 at 6%; with 100% employer match about $260,825 at 4% or $173,883 at 6%.