Civic Intelligence

Phoenix Investment Adviser LLC

Plan context: Phoenix Investment Adviser LLC Employees Savings Trust

EIN 36-4581843 • New York, NY • 14 filings • 1 plans

420 Lexington AvenueSuite 300New York, NY 10170
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,161,815

2024 Contributions

$150,655

Historical Graphs

Total Assets Over Time

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

$3,933,414$1,966,707$0201120182024YearValue
$3,161,815Latest year 2024

Participants Over Time

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

24120201120182024YearValue
10Latest year 2024

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
2024110$3,161,815$150,655$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-10$3,161,815$150,655$15,066iApproximate average salary by contribution assumption: employee only about $376,638 at 4% or $251,092 at 6%; with 50% employer match about $251,092 at 4% or $167,394 at 6%; with 100% employer match about $188,319 at 4% or $125,546 at 6%.
2023110$2,738,762$145,725$14,573iApproximate average salary by contribution assumption: employee only about $364,313 at 4% or $242,875 at 6%; with 50% employer match about $242,875 at 4% or $161,917 at 6%; with 100% employer match about $182,156 at 4% or $121,438 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-10$2,738,762$145,725$14,573iApproximate average salary by contribution assumption: employee only about $364,313 at 4% or $242,875 at 6%; with 50% employer match about $242,875 at 4% or $161,917 at 6%; with 100% employer match about $182,156 at 4% or $121,438 at 6%.
2022112$2,698,702$145,639$12,137iApproximate average salary by contribution assumption: employee only about $303,415 at 4% or $202,276 at 6%; with 50% employer match about $202,276 at 4% or $134,851 at 6%; with 100% employer match about $151,707 at 4% or $101,138 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-12$2,698,702$145,639$12,137iApproximate average salary by contribution assumption: employee only about $303,415 at 4% or $202,276 at 6%; with 50% employer match about $202,276 at 4% or $134,851 at 6%; with 100% employer match about $151,707 at 4% or $101,138 at 6%.
2021111$3,086,893$119,269$10,843iApproximate average salary by contribution assumption: employee only about $271,066 at 4% or $180,711 at 6%; with 50% employer match about $180,711 at 4% or $120,474 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-11$3,086,893$119,269$10,843iApproximate average salary by contribution assumption: employee only about $271,066 at 4% or $180,711 at 6%; with 50% employer match about $180,711 at 4% or $120,474 at 6%; with 100% employer match about $135,533 at 4% or $90,355 at 6%.
2020115$3,020,644$242,425$16,162iApproximate average salary by contribution assumption: employee only about $404,042 at 4% or $269,361 at 6%; with 50% employer match about $269,361 at 4% or $179,574 at 6%; with 100% employer match about $202,021 at 4% or $134,681 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-15$3,020,644$242,425$16,162iApproximate average salary by contribution assumption: employee only about $404,042 at 4% or $269,361 at 6%; with 50% employer match about $269,361 at 4% or $179,574 at 6%; with 100% employer match about $202,021 at 4% or $134,681 at 6%.
2019120$3,933,414$350,025$17,501iApproximate average salary by contribution assumption: employee only about $437,531 at 4% or $291,688 at 6%; with 50% employer match about $291,688 at 4% or $194,458 at 6%; with 100% employer match about $218,766 at 4% or $145,844 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-20$3,933,414$350,025$17,501iApproximate average salary by contribution assumption: employee only about $437,531 at 4% or $291,688 at 6%; with 50% employer match about $291,688 at 4% or $194,458 at 6%; with 100% employer match about $218,766 at 4% or $145,844 at 6%.
2018124$3,187,242$458,366$19,099iApproximate average salary by contribution assumption: employee only about $477,465 at 4% or $318,310 at 6%; with 50% employer match about $318,310 at 4% or $212,206 at 6%; with 100% employer match about $238,732 at 4% or $159,155 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-24$3,187,242$458,366$19,099iApproximate average salary by contribution assumption: employee only about $477,465 at 4% or $318,310 at 6%; with 50% employer match about $318,310 at 4% or $212,206 at 6%; with 100% employer match about $238,732 at 4% or $159,155 at 6%.
2017124$3,429,127$612,651$25,527iApproximate average salary by contribution assumption: employee only about $638,178 at 4% or $425,452 at 6%; with 50% employer match about $425,452 at 4% or $283,635 at 6%; with 100% employer match about $319,089 at 4% or $212,726 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-24$3,429,127$612,651$25,527iApproximate average salary by contribution assumption: employee only about $638,178 at 4% or $425,452 at 6%; with 50% employer match about $425,452 at 4% or $283,635 at 6%; with 100% employer match about $319,089 at 4% or $212,726 at 6%.
2016124$2,290,309$418,561$17,440iApproximate average salary by contribution assumption: employee only about $436,001 at 4% or $290,667 at 6%; with 50% employer match about $290,667 at 4% or $193,778 at 6%; with 100% employer match about $218,001 at 4% or $145,334 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-24$2,290,309$418,561$17,440iApproximate average salary by contribution assumption: employee only about $436,001 at 4% or $290,667 at 6%; with 50% employer match about $290,667 at 4% or $193,778 at 6%; with 100% employer match about $218,001 at 4% or $145,334 at 6%.
2015123$1,775,738$492,396$21,409iApproximate average salary by contribution assumption: employee only about $535,213 at 4% or $356,809 at 6%; with 50% employer match about $356,809 at 4% or $237,872 at 6%; with 100% employer match about $267,607 at 4% or $178,404 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-23$1,775,738$492,396$21,409iApproximate average salary by contribution assumption: employee only about $535,213 at 4% or $356,809 at 6%; with 50% employer match about $356,809 at 4% or $237,872 at 6%; with 100% employer match about $267,607 at 4% or $178,404 at 6%.
2014123$1,389,815$382,795$16,643iApproximate average salary by contribution assumption: employee only about $416,082 at 4% or $277,388 at 6%; with 50% employer match about $277,388 at 4% or $184,925 at 6%; with 100% employer match about $208,041 at 4% or $138,694 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-23$1,389,815$382,795$16,643iApproximate average salary by contribution assumption: employee only about $416,082 at 4% or $277,388 at 6%; with 50% employer match about $277,388 at 4% or $184,925 at 6%; with 100% employer match about $208,041 at 4% or $138,694 at 6%.
2013120$945,968$389,956$19,498iApproximate average salary by contribution assumption: employee only about $487,445 at 4% or $324,963 at 6%; with 50% employer match about $324,963 at 4% or $216,642 at 6%; with 100% employer match about $243,723 at 4% or $162,482 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-20$945,968$389,956$19,498iApproximate average salary by contribution assumption: employee only about $487,445 at 4% or $324,963 at 6%; with 50% employer match about $324,963 at 4% or $216,642 at 6%; with 100% employer match about $243,723 at 4% or $162,482 at 6%.
2012116$431,814$227,474$14,217iApproximate average salary by contribution assumption: employee only about $355,428 at 4% or $236,952 at 6%; with 50% employer match about $236,952 at 4% or $157,968 at 6%; with 100% employer match about $177,714 at 4% or $118,476 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-16$431,814$227,474$14,217iApproximate average salary by contribution assumption: employee only about $355,428 at 4% or $236,952 at 6%; with 50% employer match about $236,952 at 4% or $157,968 at 6%; with 100% employer match about $177,714 at 4% or $118,476 at 6%.
2011112$168,925$170,634$14,220iApproximate average salary by contribution assumption: employee only about $355,488 at 4% or $236,992 at 6%; with 50% employer match about $236,992 at 4% or $157,994 at 6%; with 100% employer match about $177,744 at 4% or $118,496 at 6%.
Phoenix Investment Adviser LLC Employees Savings Trust-12$168,925$170,634$14,220iApproximate average salary by contribution assumption: employee only about $355,488 at 4% or $236,992 at 6%; with 50% employer match about $236,992 at 4% or $157,994 at 6%; with 100% employer match about $177,744 at 4% or $118,496 at 6%.