Phung Enterprises
Plan context: Phung Enterprises 401(K) Plan
EIN 37-1790384 • Trabuco Canyon, CA • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
41
2025 Assets
$3,936,974
2025 Contributions
$591,002
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 41 | $3,936,974 | $591,002 | $14,415iApproximate average salary by contribution assumption: employee only about $360,367 at 4% or $240,245 at 6%; with 50% employer match about $240,245 at 4% or $160,163 at 6%; with 100% employer match about $180,184 at 4% or $120,122 at 6%. |
| Phung Enterprises 401(K) Plan | - | 41 | $3,936,974 | $591,002 | $14,415iApproximate average salary by contribution assumption: employee only about $360,367 at 4% or $240,245 at 6%; with 50% employer match about $240,245 at 4% or $160,163 at 6%; with 100% employer match about $180,184 at 4% or $120,122 at 6%. |
| 2024 | 1 | 30 | $2,807,888 | $305,140 | $10,171iApproximate average salary by contribution assumption: employee only about $254,283 at 4% or $169,522 at 6%; with 50% employer match about $169,522 at 4% or $113,015 at 6%; with 100% employer match about $127,142 at 4% or $84,761 at 6%. |
| Phung Enterprises 401(K) Plan | - | 30 | $2,807,888 | $305,140 | $10,171iApproximate average salary by contribution assumption: employee only about $254,283 at 4% or $169,522 at 6%; with 50% employer match about $169,522 at 4% or $113,015 at 6%; with 100% employer match about $127,142 at 4% or $84,761 at 6%. |
| 2023 | 1 | 23 | $2,265,685 | $300,824 | $13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,326 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%. |
| Phung Enterprises 401(K) Plan | - | 23 | $2,265,685 | $300,824 | $13,079iApproximate average salary by contribution assumption: employee only about $326,983 at 4% or $217,988 at 6%; with 50% employer match about $217,988 at 4% or $145,326 at 6%; with 100% employer match about $163,491 at 4% or $108,994 at 6%. |
| 2022 | 1 | 17 | $1,687,919 | $297,345 | $17,491iApproximate average salary by contribution assumption: employee only about $437,272 at 4% or $291,515 at 6%; with 50% employer match about $291,515 at 4% or $194,343 at 6%; with 100% employer match about $218,636 at 4% or $145,757 at 6%. |
| Phung Enterprises 401(K) Plan | - | 17 | $1,687,919 | $297,345 | $17,491iApproximate average salary by contribution assumption: employee only about $437,272 at 4% or $291,515 at 6%; with 50% employer match about $291,515 at 4% or $194,343 at 6%; with 100% employer match about $218,636 at 4% or $145,757 at 6%. |
| 2021 | 1 | 13 | $1,676,071 | $155,811 | $11,985iApproximate average salary by contribution assumption: employee only about $299,637 at 4% or $199,758 at 6%; with 50% employer match about $199,758 at 4% or $133,172 at 6%; with 100% employer match about $149,818 at 4% or $99,879 at 6%. |
| Phung Enterprises 401(K) Plan | - | 13 | $1,676,071 | $155,811 | $11,985iApproximate average salary by contribution assumption: employee only about $299,637 at 4% or $199,758 at 6%; with 50% employer match about $199,758 at 4% or $133,172 at 6%; with 100% employer match about $149,818 at 4% or $99,879 at 6%. |
| 2020 | 1 | 11 | $1,357,568 | $319,849 | $29,077iApproximate average salary by contribution assumption: employee only about $726,930 at 4% or $484,620 at 6%; with 50% employer match about $484,620 at 4% or $323,080 at 6%; with 100% employer match about $363,465 at 4% or $242,310 at 6%. |
| Phung Enterprises 401(K) Plan | - | 11 | $1,357,568 | $319,849 | $29,077iApproximate average salary by contribution assumption: employee only about $726,930 at 4% or $484,620 at 6%; with 50% employer match about $484,620 at 4% or $323,080 at 6%; with 100% employer match about $363,465 at 4% or $242,310 at 6%. |
| 2019 | 1 | 10 | $876,921 | $214,991 | $21,499iApproximate average salary by contribution assumption: employee only about $537,478 at 4% or $358,318 at 6%; with 50% employer match about $358,318 at 4% or $238,879 at 6%; with 100% employer match about $268,739 at 4% or $179,159 at 6%. |
| Phung Enterprises 401(K) Plan | - | 10 | $876,921 | $214,991 | $21,499iApproximate average salary by contribution assumption: employee only about $537,478 at 4% or $358,318 at 6%; with 50% employer match about $358,318 at 4% or $238,879 at 6%; with 100% employer match about $268,739 at 4% or $179,159 at 6%. |
| 2018 | 1 | 6 | $561,385 | $332,834 | $55,472iApproximate average salary by contribution assumption: employee only about $1,386,808 at 4% or $924,539 at 6%; with 50% employer match about $924,539 at 4% or $616,359 at 6%; with 100% employer match about $693,404 at 4% or $462,269 at 6%. |
| Phung Enterprises 401(K) Plan | - | 6 | $561,385 | $332,834 | $55,472iApproximate average salary by contribution assumption: employee only about $1,386,808 at 4% or $924,539 at 6%; with 50% employer match about $924,539 at 4% or $616,359 at 6%; with 100% employer match about $693,404 at 4% or $462,269 at 6%. |
| 2017 | 1 | 5 | $257,463 | $196,578 | $39,316iApproximate average salary by contribution assumption: employee only about $982,890 at 4% or $655,260 at 6%; with 50% employer match about $655,260 at 4% or $436,840 at 6%; with 100% employer match about $491,445 at 4% or $327,630 at 6%. |
| Phung Enterprises 401(K) Plan | - | 5 | $257,463 | $196,578 | $39,316iApproximate average salary by contribution assumption: employee only about $982,890 at 4% or $655,260 at 6%; with 50% employer match about $655,260 at 4% or $436,840 at 6%; with 100% employer match about $491,445 at 4% or $327,630 at 6%. |
| 2016 | 1 | 5 | $33,933 | $33,933 | $6,787iApproximate average salary by contribution assumption: employee only about $169,665 at 4% or $113,110 at 6%; with 50% employer match about $113,110 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,555 at 6%. |
| Phung Enterprises 401(K) Plan | - | 5 | $33,933 | $33,933 | $6,787iApproximate average salary by contribution assumption: employee only about $169,665 at 4% or $113,110 at 6%; with 50% employer match about $113,110 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,555 at 6%. |