Philo, Atkinson, Stephens, Wright, Whitaker, Philo & Kayrouz PC.
Plan context: Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan
EIN 38-1870063 • 10 filings • 3 plans
Current Snapshot
Latest Year
2003
2003 Participants
3
2003 Assets
$602,325
2003 Contributions
$96,236
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 |
|---|---|---|---|---|---|
| 2003 | 2 | 0 | $0 | $0 | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan | - | 0 | - | - | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. Money Purchase Pension Plan | - | 3 | - | - | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan | - | 3 | - | - | - |
| 2001 | 2 | 14 | $0 | $0 | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. Money Purchase Pension Plan | - | 14 | - | - | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan | - | 13 | - | - | - |
| 2000 | 2 | 18 | $0 | $0 | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan | - | 18 | - | - | - |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. Money Purchase Pension Plan | - | 18 | - | - | - |
| 1999 | 2 | 18 | $602,325 | $96,236 | $5,346iApproximate average salary by contribution assumption: employee only about $133,661 at 4% or $89,107 at 6%; with 50% employer match about $89,107 at 4% or $59,405 at 6%; with 100% employer match about $66,831 at 4% or $44,554 at 6%. |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. 401K Plan | - | 18 | $483,399 | $61,231 | $3,402iApproximate average salary by contribution assumption: employee only about $85,043 at 4% or $56,695 at 6%; with 50% employer match about $56,695 at 4% or $37,797 at 6%; with 100% employer match about $42,522 at 4% or $28,348 at 6%. |
| Philo, Atkinson, Stephens, Wright & Whitaker PC. Money Purchase Pension Plan | - | 18 | $118,926 | $35,005 | $1,945iApproximate average salary by contribution assumption: employee only about $48,618 at 4% or $32,412 at 6%; with 50% employer match about $32,412 at 4% or $21,608 at 6%; with 100% employer match about $24,309 at 4% or $16,206 at 6%. |