Civic Intelligence

William J. Phillips III, Rpt Ltd.

Plan context: William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust

EIN 37-1100010 • Bloomington, IL • 10 filings • 2 plans

115 W. Jefferson Street, Suite 200Bloomington, IL 61701
Current Snapshot

Latest Year

2010

2010 Participants

4

2010 Assets

$2,789

2010 Contributions

$23,000

Historical Graphs

Total Assets Over Time

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

$993,106$496,553$0199920052009YearValue
$2,789Latest year 2009

Participants Over Time

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

740199920042009YearValue
4Latest year 2009

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
201010$0$0-
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-0$0--
200914$2,789$0-
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-4$2,789--
200810$86,295$0-
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-0$86,295--
200710$0$0-
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-0---
200611$993,106$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-1$993,106$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
200511$881,473$59,350$59,350iApproximate average salary by contribution assumption: employee only about $1,483,750 at 4% or $989,167 at 6%; with 50% employer match about $989,167 at 4% or $659,444 at 6%; with 100% employer match about $741,875 at 4% or $494,583 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-1$881,473$59,350$59,350iApproximate average salary by contribution assumption: employee only about $1,483,750 at 4% or $989,167 at 6%; with 50% employer match about $989,167 at 4% or $659,444 at 6%; with 100% employer match about $741,875 at 4% or $494,583 at 6%.
200416$749,692$52,442$8,740iApproximate average salary by contribution assumption: employee only about $218,508 at 4% or $145,672 at 6%; with 50% employer match about $145,672 at 4% or $97,115 at 6%; with 100% employer match about $109,254 at 4% or $72,836 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-6$749,692$52,442$8,740iApproximate average salary by contribution assumption: employee only about $218,508 at 4% or $145,672 at 6%; with 50% employer match about $145,672 at 4% or $97,115 at 6%; with 100% employer match about $109,254 at 4% or $72,836 at 6%.
200313$653,762$47,709$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-3$653,762$47,709$15,903iApproximate average salary by contribution assumption: employee only about $397,575 at 4% or $265,050 at 6%; with 50% employer match about $265,050 at 4% or $176,700 at 6%; with 100% employer match about $198,788 at 4% or $132,525 at 6%.
200114$546,076$41,820$10,455iApproximate average salary by contribution assumption: employee only about $261,375 at 4% or $174,250 at 6%; with 50% employer match about $174,250 at 4% or $116,167 at 6%; with 100% employer match about $130,688 at 4% or $87,125 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-4$546,076$41,820$10,455iApproximate average salary by contribution assumption: employee only about $261,375 at 4% or $174,250 at 6%; with 50% employer match about $174,250 at 4% or $116,167 at 6%; with 100% employer match about $130,688 at 4% or $87,125 at 6%.
199917$660,402$42,327$6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.
William J. Phillips III, Rpt Ltd. 401K Profit-Sharing Plan & Trust-7$660,402$42,327$6,047iApproximate average salary by contribution assumption: employee only about $151,168 at 4% or $100,779 at 6%; with 50% employer match about $100,779 at 4% or $67,186 at 6%; with 100% employer match about $75,584 at 4% or $50,389 at 6%.