Civic Intelligence

Phase II Marketing Inc.

Plan context: Phase II Marketing Inc. Retirement Plan and Trust

EIN 36-3440964 • 17 filings • 1 plans

Current Snapshot

Latest Year

2019

2019 Participants

4

2019 Assets

$2,365,804

2019 Contributions

$48,895

Historical Graphs

Total Assets Over Time

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

$2,514,221$1,257,111$0199920122018YearValue
$2,365,804Latest year 2018

Participants Over Time

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

1260199920102017YearValue
4Latest year 2017

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
201910$0$0-
Phase II Marketing Inc. Retirement Plan and Trust-0---
201810$2,365,804$48,895-
Phase II Marketing Inc. Retirement Plan and Trust-0$2,365,804$48,895-
201714$2,514,221$49,684$12,421iApproximate average salary by contribution assumption: employee only about $310,525 at 4% or $207,017 at 6%; with 50% employer match about $207,017 at 4% or $138,011 at 6%; with 100% employer match about $155,263 at 4% or $103,508 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-4$2,514,221$49,684$12,421iApproximate average salary by contribution assumption: employee only about $310,525 at 4% or $207,017 at 6%; with 50% employer match about $207,017 at 4% or $138,011 at 6%; with 100% employer match about $155,263 at 4% or $103,508 at 6%.
201616$2,092,277$70,646$11,774iApproximate average salary by contribution assumption: employee only about $294,358 at 4% or $196,239 at 6%; with 50% employer match about $196,239 at 4% or $130,826 at 6%; with 100% employer match about $147,179 at 4% or $98,119 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-6$2,092,277$70,646$11,774iApproximate average salary by contribution assumption: employee only about $294,358 at 4% or $196,239 at 6%; with 50% employer match about $196,239 at 4% or $130,826 at 6%; with 100% employer match about $147,179 at 4% or $98,119 at 6%.
201517$1,932,383$77,526$11,075iApproximate average salary by contribution assumption: employee only about $276,879 at 4% or $184,586 at 6%; with 50% employer match about $184,586 at 4% or $123,057 at 6%; with 100% employer match about $138,439 at 4% or $92,293 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,932,383$77,526$11,075iApproximate average salary by contribution assumption: employee only about $276,879 at 4% or $184,586 at 6%; with 50% employer match about $184,586 at 4% or $123,057 at 6%; with 100% employer match about $138,439 at 4% or $92,293 at 6%.
201417$1,873,334$82,341$11,763iApproximate average salary by contribution assumption: employee only about $294,075 at 4% or $196,050 at 6%; with 50% employer match about $196,050 at 4% or $130,700 at 6%; with 100% employer match about $147,038 at 4% or $98,025 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,873,334$82,341$11,763iApproximate average salary by contribution assumption: employee only about $294,075 at 4% or $196,050 at 6%; with 50% employer match about $196,050 at 4% or $130,700 at 6%; with 100% employer match about $147,038 at 4% or $98,025 at 6%.
201317$1,735,171$130,968$18,710iApproximate average salary by contribution assumption: employee only about $467,743 at 4% or $311,829 at 6%; with 50% employer match about $311,829 at 4% or $207,886 at 6%; with 100% employer match about $233,871 at 4% or $155,914 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,735,171$130,968$18,710iApproximate average salary by contribution assumption: employee only about $467,743 at 4% or $311,829 at 6%; with 50% employer match about $311,829 at 4% or $207,886 at 6%; with 100% employer match about $233,871 at 4% or $155,914 at 6%.
201217$1,423,361$99,939$14,277iApproximate average salary by contribution assumption: employee only about $356,925 at 4% or $237,950 at 6%; with 50% employer match about $237,950 at 4% or $158,633 at 6%; with 100% employer match about $178,463 at 4% or $118,975 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,423,361$99,939$14,277iApproximate average salary by contribution assumption: employee only about $356,925 at 4% or $237,950 at 6%; with 50% employer match about $237,950 at 4% or $158,633 at 6%; with 100% employer match about $178,463 at 4% or $118,975 at 6%.
201116$1,208,051$88,845$14,808iApproximate average salary by contribution assumption: employee only about $370,188 at 4% or $246,792 at 6%; with 50% employer match about $246,792 at 4% or $164,528 at 6%; with 100% employer match about $185,094 at 4% or $123,396 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-6$1,208,051$88,845$14,808iApproximate average salary by contribution assumption: employee only about $370,188 at 4% or $246,792 at 6%; with 50% employer match about $246,792 at 4% or $164,528 at 6%; with 100% employer match about $185,094 at 4% or $123,396 at 6%.
201017$1,153,771$67,174$9,596iApproximate average salary by contribution assumption: employee only about $239,907 at 4% or $159,938 at 6%; with 50% employer match about $159,938 at 4% or $106,625 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,153,771$67,174$9,596iApproximate average salary by contribution assumption: employee only about $239,907 at 4% or $159,938 at 6%; with 50% employer match about $159,938 at 4% or $106,625 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
200917$1,027,462$3,982$569iApproximate average salary by contribution assumption: employee only about $14,221 at 4% or $9,481 at 6%; with 50% employer match about $9,481 at 4% or $6,321 at 6%; with 100% employer match about $7,111 at 4% or $4,740 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,027,462$3,982$569iApproximate average salary by contribution assumption: employee only about $14,221 at 4% or $9,481 at 6%; with 50% employer match about $9,481 at 4% or $6,321 at 6%; with 100% employer match about $7,111 at 4% or $4,740 at 6%.
200818$0$0-
Phase II Marketing Inc. Retirement Plan and Trust-8---
200718$0$0-
Phase II Marketing Inc. Retirement Plan and Trust-8---
200617$1,354,333$48,240$6,891iApproximate average salary by contribution assumption: employee only about $172,286 at 4% or $114,857 at 6%; with 50% employer match about $114,857 at 4% or $76,571 at 6%; with 100% employer match about $86,143 at 4% or $57,429 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-7$1,354,333$48,240$6,891iApproximate average salary by contribution assumption: employee only about $172,286 at 4% or $114,857 at 6%; with 50% employer match about $114,857 at 4% or $76,571 at 6%; with 100% employer match about $86,143 at 4% or $57,429 at 6%.
200518$1,169,681$195,065$24,383iApproximate average salary by contribution assumption: employee only about $609,578 at 4% or $406,385 at 6%; with 50% employer match about $406,385 at 4% or $270,924 at 6%; with 100% employer match about $304,789 at 4% or $203,193 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-8$1,169,681$195,065$24,383iApproximate average salary by contribution assumption: employee only about $609,578 at 4% or $406,385 at 6%; with 50% employer match about $406,385 at 4% or $270,924 at 6%; with 100% employer match about $304,789 at 4% or $203,193 at 6%.
200414$1,129,940$63,070$15,768iApproximate average salary by contribution assumption: employee only about $394,188 at 4% or $262,792 at 6%; with 50% employer match about $262,792 at 4% or $175,194 at 6%; with 100% employer match about $197,094 at 4% or $131,396 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-4$1,129,940$63,070$15,768iApproximate average salary by contribution assumption: employee only about $394,188 at 4% or $262,792 at 6%; with 50% employer match about $262,792 at 4% or $175,194 at 6%; with 100% employer match about $197,094 at 4% or $131,396 at 6%.
1999112$1,678,834$161,384$13,449iApproximate average salary by contribution assumption: employee only about $336,217 at 4% or $224,144 at 6%; with 50% employer match about $224,144 at 4% or $149,430 at 6%; with 100% employer match about $168,108 at 4% or $112,072 at 6%.
Phase II Marketing Inc. Retirement Plan and Trust-12$1,678,834$161,384$13,449iApproximate average salary by contribution assumption: employee only about $336,217 at 4% or $224,144 at 6%; with 50% employer match about $224,144 at 4% or $149,430 at 6%; with 100% employer match about $168,108 at 4% or $112,072 at 6%.