Civic Intelligence

Grand View Estates Sub DIV

Plan context: Phil & Lees Homes 401K Plan

EIN 38-2260327 • Wells, MI • 8 filings • 4 plans

P.O. Box 218Wells, MI 49894
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$164,260

2024 Contributions

$85,713

Historical Graphs

Total Assets Over Time

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

$410,843$205,422$0199920022024YearValue
$164,260Latest year 2024

Participants Over Time

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

19100199920022024YearValue
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$164,260$85,713$8,571iApproximate average salary by contribution assumption: employee only about $214,282 at 4% or $142,855 at 6%; with 50% employer match about $142,855 at 4% or $95,237 at 6%; with 100% employer match about $107,141 at 4% or $71,428 at 6%.
Phil & Lees Homes 401K Plan-10$164,260$85,713$8,571iApproximate average salary by contribution assumption: employee only about $214,282 at 4% or $142,855 at 6%; with 50% employer match about $142,855 at 4% or $95,237 at 6%; with 100% employer match about $107,141 at 4% or $71,428 at 6%.
2023110$71,361$65,696$6,570iApproximate average salary by contribution assumption: employee only about $164,240 at 4% or $109,493 at 6%; with 50% employer match about $109,493 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
Phil & Lees Homes 401K Plan-10$71,361$65,696$6,570iApproximate average salary by contribution assumption: employee only about $164,240 at 4% or $109,493 at 6%; with 50% employer match about $109,493 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
200410$0$51,204-
Phil & Lees Homes 401K Plan-0-$51,204-
2003114$410,843$61,122$4,366iApproximate average salary by contribution assumption: employee only about $109,146 at 4% or $72,764 at 6%; with 50% employer match about $72,764 at 4% or $48,510 at 6%; with 100% employer match about $54,573 at 4% or $36,382 at 6%.
Phil & Lees Homes 401K Plan-14$410,843$61,122$4,366iApproximate average salary by contribution assumption: employee only about $109,146 at 4% or $72,764 at 6%; with 50% employer match about $72,764 at 4% or $48,510 at 6%; with 100% employer match about $54,573 at 4% or $36,382 at 6%.
2002114$286,645$59,415$4,244iApproximate average salary by contribution assumption: employee only about $106,098 at 4% or $70,732 at 6%; with 50% employer match about $70,732 at 4% or $47,155 at 6%; with 100% employer match about $53,049 at 4% or $35,366 at 6%.
Phil & Lees Homes 401K Plan-14$286,645$59,415$4,244iApproximate average salary by contribution assumption: employee only about $106,098 at 4% or $70,732 at 6%; with 50% employer match about $70,732 at 4% or $47,155 at 6%; with 100% employer match about $53,049 at 4% or $35,366 at 6%.
2001113$299,185$57,043$4,388iApproximate average salary by contribution assumption: employee only about $109,698 at 4% or $73,132 at 6%; with 50% employer match about $73,132 at 4% or $48,755 at 6%; with 100% employer match about $54,849 at 4% or $36,566 at 6%.
Phil & Lees Homes 401K Plan-13$299,185$57,043$4,388iApproximate average salary by contribution assumption: employee only about $109,698 at 4% or $73,132 at 6%; with 50% employer match about $73,132 at 4% or $48,755 at 6%; with 100% employer match about $54,849 at 4% or $36,566 at 6%.
2000115$247,230$65,762$4,384iApproximate average salary by contribution assumption: employee only about $109,603 at 4% or $73,069 at 6%; with 50% employer match about $73,069 at 4% or $48,713 at 6%; with 100% employer match about $54,802 at 4% or $36,534 at 6%.
Phil & Lees Homes 401K Plan-15$247,230$65,762$4,384iApproximate average salary by contribution assumption: employee only about $109,603 at 4% or $73,069 at 6%; with 50% employer match about $73,069 at 4% or $48,713 at 6%; with 100% employer match about $54,802 at 4% or $36,534 at 6%.
1999119$292,459$68,913$3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%.
Phil & Lees Homes 401K Plan-19$292,459$68,913$3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,338 at 4% or $30,225 at 6%.