Civic Intelligence

H.A. Phillips & Co.

Plan context: H.A. Phillips & Co. 401K Profit Sharing Plan & Trust

EIN 36-2434419 • Dekalb, IL • 23 filings • 2 plans

770 Enterprise Ave.Dekalb, IL 60115
Current Snapshot

Latest Year

2021

2021 Participants

35

2021 Assets

$2,784,133

2021 Contributions

$117,310

Historical Graphs

Total Assets Over Time

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

$2,784,133$1,392,067$0199920122021YearValue
$2,784,133Latest year 2021

Participants Over Time

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

46230199920102021YearValue
35Latest year 2021

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
2021135$2,784,133$117,310$3,352iApproximate average salary by contribution assumption: employee only about $83,793 at 4% or $55,862 at 6%; with 50% employer match about $55,862 at 4% or $37,241 at 6%; with 100% employer match about $41,896 at 4% or $27,931 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-35$2,784,133$117,310$3,352iApproximate average salary by contribution assumption: employee only about $83,793 at 4% or $55,862 at 6%; with 50% employer match about $55,862 at 4% or $37,241 at 6%; with 100% employer match about $41,896 at 4% or $27,931 at 6%.
2020132$2,396,187$98,280$3,071iApproximate average salary by contribution assumption: employee only about $76,781 at 4% or $51,188 at 6%; with 50% employer match about $51,188 at 4% or $34,125 at 6%; with 100% employer match about $38,391 at 4% or $25,594 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-32$2,396,187$98,280$3,071iApproximate average salary by contribution assumption: employee only about $76,781 at 4% or $51,188 at 6%; with 50% employer match about $51,188 at 4% or $34,125 at 6%; with 100% employer match about $38,391 at 4% or $25,594 at 6%.
2019130$2,195,049$263,053$8,768iApproximate average salary by contribution assumption: employee only about $219,211 at 4% or $146,141 at 6%; with 50% employer match about $146,141 at 4% or $97,427 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-30$2,195,049$263,053$8,768iApproximate average salary by contribution assumption: employee only about $219,211 at 4% or $146,141 at 6%; with 50% employer match about $146,141 at 4% or $97,427 at 6%; with 100% employer match about $109,605 at 4% or $73,070 at 6%.
2018136$2,124,552$226,054$6,279iApproximate average salary by contribution assumption: employee only about $156,982 at 4% or $104,655 at 6%; with 50% employer match about $104,655 at 4% or $69,770 at 6%; with 100% employer match about $78,491 at 4% or $52,327 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-36$2,124,552$226,054$6,279iApproximate average salary by contribution assumption: employee only about $156,982 at 4% or $104,655 at 6%; with 50% employer match about $104,655 at 4% or $69,770 at 6%; with 100% employer match about $78,491 at 4% or $52,327 at 6%.
2017132$2,494,435$213,671$6,677iApproximate average salary by contribution assumption: employee only about $166,930 at 4% or $111,287 at 6%; with 50% employer match about $111,287 at 4% or $74,191 at 6%; with 100% employer match about $83,465 at 4% or $55,643 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-32$2,494,435$213,671$6,677iApproximate average salary by contribution assumption: employee only about $166,930 at 4% or $111,287 at 6%; with 50% employer match about $111,287 at 4% or $74,191 at 6%; with 100% employer match about $83,465 at 4% or $55,643 at 6%.
2016146$2,116,545$223,468$4,858iApproximate average salary by contribution assumption: employee only about $121,450 at 4% or $80,967 at 6%; with 50% employer match about $80,967 at 4% or $53,978 at 6%; with 100% employer match about $60,725 at 4% or $40,483 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-46$2,116,545$223,468$4,858iApproximate average salary by contribution assumption: employee only about $121,450 at 4% or $80,967 at 6%; with 50% employer match about $80,967 at 4% or $53,978 at 6%; with 100% employer match about $60,725 at 4% or $40,483 at 6%.
2015135$1,826,427$219,466$6,270iApproximate average salary by contribution assumption: employee only about $156,761 at 4% or $104,508 at 6%; with 50% employer match about $104,508 at 4% or $69,672 at 6%; with 100% employer match about $78,381 at 4% or $52,254 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-35$1,826,427$219,466$6,270iApproximate average salary by contribution assumption: employee only about $156,761 at 4% or $104,508 at 6%; with 50% employer match about $104,508 at 4% or $69,672 at 6%; with 100% employer match about $78,381 at 4% or $52,254 at 6%.
2014136$1,693,696$173,751$4,826iApproximate average salary by contribution assumption: employee only about $120,660 at 4% or $80,440 at 6%; with 50% employer match about $80,440 at 4% or $53,627 at 6%; with 100% employer match about $60,330 at 4% or $40,220 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-36$1,693,696$173,751$4,826iApproximate average salary by contribution assumption: employee only about $120,660 at 4% or $80,440 at 6%; with 50% employer match about $80,440 at 4% or $53,627 at 6%; with 100% employer match about $60,330 at 4% or $40,220 at 6%.
2013132$1,543,287$165,117$5,160iApproximate average salary by contribution assumption: employee only about $128,998 at 4% or $85,998 at 6%; with 50% employer match about $85,998 at 4% or $57,332 at 6%; with 100% employer match about $64,499 at 4% or $42,999 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-32$1,543,287$165,117$5,160iApproximate average salary by contribution assumption: employee only about $128,998 at 4% or $85,998 at 6%; with 50% employer match about $85,998 at 4% or $57,332 at 6%; with 100% employer match about $64,499 at 4% or $42,999 at 6%.
2012134$1,333,186$166,609$4,900iApproximate average salary by contribution assumption: employee only about $122,507 at 4% or $81,671 at 6%; with 50% employer match about $81,671 at 4% or $54,447 at 6%; with 100% employer match about $61,253 at 4% or $40,836 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-34$1,333,186$166,609$4,900iApproximate average salary by contribution assumption: employee only about $122,507 at 4% or $81,671 at 6%; with 50% employer match about $81,671 at 4% or $54,447 at 6%; with 100% employer match about $61,253 at 4% or $40,836 at 6%.
2011131$1,143,957$487,107$15,713iApproximate average salary by contribution assumption: employee only about $392,828 at 4% or $261,885 at 6%; with 50% employer match about $261,885 at 4% or $174,590 at 6%; with 100% employer match about $196,414 at 4% or $130,943 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-31$1,143,957$487,107$15,713iApproximate average salary by contribution assumption: employee only about $392,828 at 4% or $261,885 at 6%; with 50% employer match about $261,885 at 4% or $174,590 at 6%; with 100% employer match about $196,414 at 4% or $130,943 at 6%.
2010128$703,468$150,047$5,359iApproximate average salary by contribution assumption: employee only about $133,971 at 4% or $89,314 at 6%; with 50% employer match about $89,314 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-28$703,468$150,047$5,359iApproximate average salary by contribution assumption: employee only about $133,971 at 4% or $89,314 at 6%; with 50% employer match about $89,314 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
2009126$561,388$115,586$4,446iApproximate average salary by contribution assumption: employee only about $111,140 at 4% or $74,094 at 6%; with 50% employer match about $74,094 at 4% or $49,396 at 6%; with 100% employer match about $55,570 at 4% or $37,047 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-26$561,388$115,586$4,446iApproximate average salary by contribution assumption: employee only about $111,140 at 4% or $74,094 at 6%; with 50% employer match about $74,094 at 4% or $49,396 at 6%; with 100% employer match about $55,570 at 4% or $37,047 at 6%.
2008122$360,044$120,810$5,491iApproximate average salary by contribution assumption: employee only about $137,284 at 4% or $91,523 at 6%; with 50% employer match about $91,523 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-22$360,044$120,810$5,491iApproximate average salary by contribution assumption: employee only about $137,284 at 4% or $91,523 at 6%; with 50% employer match about $91,523 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%.
2007120$0$0-
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-20---
2006117$250,756$59,301$3,488iApproximate average salary by contribution assumption: employee only about $87,207 at 4% or $58,138 at 6%; with 50% employer match about $58,138 at 4% or $38,759 at 6%; with 100% employer match about $43,604 at 4% or $29,069 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-17$250,756$59,301$3,488iApproximate average salary by contribution assumption: employee only about $87,207 at 4% or $58,138 at 6%; with 50% employer match about $58,138 at 4% or $38,759 at 6%; with 100% employer match about $43,604 at 4% or $29,069 at 6%.
2005117$308,852$39,874$2,346iApproximate average salary by contribution assumption: employee only about $58,638 at 4% or $39,092 at 6%; with 50% employer match about $39,092 at 4% or $26,061 at 6%; with 100% employer match about $29,319 at 4% or $19,546 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-17$308,852$39,874$2,346iApproximate average salary by contribution assumption: employee only about $58,638 at 4% or $39,092 at 6%; with 50% employer match about $39,092 at 4% or $26,061 at 6%; with 100% employer match about $29,319 at 4% or $19,546 at 6%.
2004117$502,775$55,129$3,243iApproximate average salary by contribution assumption: employee only about $81,072 at 4% or $54,048 at 6%; with 50% employer match about $54,048 at 4% or $36,032 at 6%; with 100% employer match about $40,536 at 4% or $27,024 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-17$502,775$55,129$3,243iApproximate average salary by contribution assumption: employee only about $81,072 at 4% or $54,048 at 6%; with 50% employer match about $54,048 at 4% or $36,032 at 6%; with 100% employer match about $40,536 at 4% or $27,024 at 6%.
2003127$481,719$148,012$5,482iApproximate average salary by contribution assumption: employee only about $137,048 at 4% or $91,365 at 6%; with 50% employer match about $91,365 at 4% or $60,910 at 6%; with 100% employer match about $68,524 at 4% or $45,683 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-27$481,719$148,012$5,482iApproximate average salary by contribution assumption: employee only about $137,048 at 4% or $91,365 at 6%; with 50% employer match about $91,365 at 4% or $60,910 at 6%; with 100% employer match about $68,524 at 4% or $45,683 at 6%.
2002122$347,382$47,209$2,146iApproximate average salary by contribution assumption: employee only about $53,647 at 4% or $35,764 at 6%; with 50% employer match about $35,764 at 4% or $23,843 at 6%; with 100% employer match about $26,823 at 4% or $17,882 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-22$347,382$47,209$2,146iApproximate average salary by contribution assumption: employee only about $53,647 at 4% or $35,764 at 6%; with 50% employer match about $35,764 at 4% or $23,843 at 6%; with 100% employer match about $26,823 at 4% or $17,882 at 6%.
2001123$0$0-
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-23---
2000125$0$0-
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-25---
1999132$313,767$82,938$2,592iApproximate average salary by contribution assumption: employee only about $64,795 at 4% or $43,197 at 6%; with 50% employer match about $43,197 at 4% or $28,798 at 6%; with 100% employer match about $32,398 at 4% or $21,598 at 6%.
H.A. Phillips & Co. 401K Profit Sharing Plan & Trust-32$313,767$82,938$2,592iApproximate average salary by contribution assumption: employee only about $64,795 at 4% or $43,197 at 6%; with 50% employer match about $43,197 at 4% or $28,798 at 6%; with 100% employer match about $32,398 at 4% or $21,598 at 6%.