Civic Intelligence

Phoenix Funding Group LLC

Plan context: Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust

EIN 38-3632648 • Lake Orion, MI • 17 filings • 4 plans

1520 S Lapeer Rd Ste 204Lake Orion, MI 48360-1462
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$142,658

2024 Contributions

$16,663

Historical Graphs

Total Assets Over Time

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

$434,979$217,490$0200820162024YearValue
$142,658Latest year 2024

Participants Over Time

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

420200820162024YearValue
2Latest 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
202412$142,658$16,663$8,332iApproximate average salary by contribution assumption: employee only about $208,288 at 4% or $138,858 at 6%; with 50% employer match about $138,858 at 4% or $92,572 at 6%; with 100% employer match about $104,144 at 4% or $69,429 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-2$142,658$16,663$8,332iApproximate average salary by contribution assumption: employee only about $208,288 at 4% or $138,858 at 6%; with 50% employer match about $138,858 at 4% or $92,572 at 6%; with 100% employer match about $104,144 at 4% or $69,429 at 6%.
202313$259,333$36,831$12,277iApproximate average salary by contribution assumption: employee only about $306,925 at 4% or $204,617 at 6%; with 50% employer match about $204,617 at 4% or $136,411 at 6%; with 100% employer match about $153,463 at 4% or $102,308 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$259,333$36,831$12,277iApproximate average salary by contribution assumption: employee only about $306,925 at 4% or $204,617 at 6%; with 50% employer match about $204,617 at 4% or $136,411 at 6%; with 100% employer match about $153,463 at 4% or $102,308 at 6%.
202213$224,674$33,990$11,330iApproximate average salary by contribution assumption: employee only about $283,250 at 4% or $188,833 at 6%; with 50% employer match about $188,833 at 4% or $125,889 at 6%; with 100% employer match about $141,625 at 4% or $94,417 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$224,674$33,990$11,330iApproximate average salary by contribution assumption: employee only about $283,250 at 4% or $188,833 at 6%; with 50% employer match about $188,833 at 4% or $125,889 at 6%; with 100% employer match about $141,625 at 4% or $94,417 at 6%.
202113$234,832$32,171$10,724iApproximate average salary by contribution assumption: employee only about $268,092 at 4% or $178,728 at 6%; with 50% employer match about $178,728 at 4% or $119,152 at 6%; with 100% employer match about $134,046 at 4% or $89,364 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$234,832$32,171$10,724iApproximate average salary by contribution assumption: employee only about $268,092 at 4% or $178,728 at 6%; with 50% employer match about $178,728 at 4% or $119,152 at 6%; with 100% employer match about $134,046 at 4% or $89,364 at 6%.
202013$434,979$34,793$11,598iApproximate average salary by contribution assumption: employee only about $289,942 at 4% or $193,294 at 6%; with 50% employer match about $193,294 at 4% or $128,863 at 6%; with 100% employer match about $144,971 at 4% or $96,647 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$434,979$34,793$11,598iApproximate average salary by contribution assumption: employee only about $289,942 at 4% or $193,294 at 6%; with 50% employer match about $193,294 at 4% or $128,863 at 6%; with 100% employer match about $144,971 at 4% or $96,647 at 6%.
201913$367,527$38,722$12,907iApproximate average salary by contribution assumption: employee only about $322,683 at 4% or $215,122 at 6%; with 50% employer match about $215,122 at 4% or $143,415 at 6%; with 100% employer match about $161,342 at 4% or $107,561 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$367,527$38,722$12,907iApproximate average salary by contribution assumption: employee only about $322,683 at 4% or $215,122 at 6%; with 50% employer match about $215,122 at 4% or $143,415 at 6%; with 100% employer match about $161,342 at 4% or $107,561 at 6%.
201813$299,541$35,144$11,715iApproximate average salary by contribution assumption: employee only about $292,867 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,163 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$299,541$35,144$11,715iApproximate average salary by contribution assumption: employee only about $292,867 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,163 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%.
201713$262,883$31,263$10,421iApproximate average salary by contribution assumption: employee only about $260,525 at 4% or $173,683 at 6%; with 50% employer match about $173,683 at 4% or $115,789 at 6%; with 100% employer match about $130,263 at 4% or $86,842 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$262,883$31,263$10,421iApproximate average salary by contribution assumption: employee only about $260,525 at 4% or $173,683 at 6%; with 50% employer match about $173,683 at 4% or $115,789 at 6%; with 100% employer match about $130,263 at 4% or $86,842 at 6%.
201613$218,023$29,533$9,844iApproximate average salary by contribution assumption: employee only about $246,108 at 4% or $164,072 at 6%; with 50% employer match about $164,072 at 4% or $109,381 at 6%; with 100% employer match about $123,054 at 4% or $82,036 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$218,023$29,533$9,844iApproximate average salary by contribution assumption: employee only about $246,108 at 4% or $164,072 at 6%; with 50% employer match about $164,072 at 4% or $109,381 at 6%; with 100% employer match about $123,054 at 4% or $82,036 at 6%.
201513$187,057$28,424$9,475iApproximate average salary by contribution assumption: employee only about $236,867 at 4% or $157,911 at 6%; with 50% employer match about $157,911 at 4% or $105,274 at 6%; with 100% employer match about $118,433 at 4% or $78,956 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$187,057$28,424$9,475iApproximate average salary by contribution assumption: employee only about $236,867 at 4% or $157,911 at 6%; with 50% employer match about $157,911 at 4% or $105,274 at 6%; with 100% employer match about $118,433 at 4% or $78,956 at 6%.
201413$157,153$27,648$9,216iApproximate average salary by contribution assumption: employee only about $230,400 at 4% or $153,600 at 6%; with 50% employer match about $153,600 at 4% or $102,400 at 6%; with 100% employer match about $115,200 at 4% or $76,800 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$157,153$27,648$9,216iApproximate average salary by contribution assumption: employee only about $230,400 at 4% or $153,600 at 6%; with 50% employer match about $153,600 at 4% or $102,400 at 6%; with 100% employer match about $115,200 at 4% or $76,800 at 6%.
201313$127,033$27,477$9,159iApproximate average salary by contribution assumption: employee only about $228,975 at 4% or $152,650 at 6%; with 50% employer match about $152,650 at 4% or $101,767 at 6%; with 100% employer match about $114,488 at 4% or $76,325 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$127,033$27,477$9,159iApproximate average salary by contribution assumption: employee only about $228,975 at 4% or $152,650 at 6%; with 50% employer match about $152,650 at 4% or $101,767 at 6%; with 100% employer match about $114,488 at 4% or $76,325 at 6%.
201213$93,491$22,982$7,661iApproximate average salary by contribution assumption: employee only about $191,517 at 4% or $127,678 at 6%; with 50% employer match about $127,678 at 4% or $85,119 at 6%; with 100% employer match about $95,758 at 4% or $63,839 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$93,491$22,982$7,661iApproximate average salary by contribution assumption: employee only about $191,517 at 4% or $127,678 at 6%; with 50% employer match about $127,678 at 4% or $85,119 at 6%; with 100% employer match about $95,758 at 4% or $63,839 at 6%.
201113$69,709$21,304$7,101iApproximate average salary by contribution assumption: employee only about $177,533 at 4% or $118,356 at 6%; with 50% employer match about $118,356 at 4% or $78,904 at 6%; with 100% employer match about $88,767 at 4% or $59,178 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$69,709$21,304$7,101iApproximate average salary by contribution assumption: employee only about $177,533 at 4% or $118,356 at 6%; with 50% employer match about $118,356 at 4% or $78,904 at 6%; with 100% employer match about $88,767 at 4% or $59,178 at 6%.
201013$48,444$22,576$7,525iApproximate average salary by contribution assumption: employee only about $188,133 at 4% or $125,422 at 6%; with 50% employer match about $125,422 at 4% or $83,615 at 6%; with 100% employer match about $94,067 at 4% or $62,711 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$48,444$22,576$7,525iApproximate average salary by contribution assumption: employee only about $188,133 at 4% or $125,422 at 6%; with 50% employer match about $125,422 at 4% or $83,615 at 6%; with 100% employer match about $94,067 at 4% or $62,711 at 6%.
200913$24,719$19,704$6,568iApproximate average salary by contribution assumption: employee only about $164,200 at 4% or $109,467 at 6%; with 50% employer match about $109,467 at 4% or $72,978 at 6%; with 100% employer match about $82,100 at 4% or $54,733 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-3$24,719$19,704$6,568iApproximate average salary by contribution assumption: employee only about $164,200 at 4% or $109,467 at 6%; with 50% employer match about $109,467 at 4% or $72,978 at 6%; with 100% employer match about $82,100 at 4% or $54,733 at 6%.
200814$4,973$4,961$1,240iApproximate average salary by contribution assumption: employee only about $31,006 at 4% or $20,671 at 6%; with 50% employer match about $20,671 at 4% or $13,781 at 6%; with 100% employer match about $15,503 at 4% or $10,335 at 6%.
Phoenix Funding Group LLC 401 K Profit Sharing Plan Trust-4$4,973$4,961$1,240iApproximate average salary by contribution assumption: employee only about $31,006 at 4% or $20,671 at 6%; with 50% employer match about $20,671 at 4% or $13,781 at 6%; with 100% employer match about $15,503 at 4% or $10,335 at 6%.
Phoenix Funding Group LLC | EIN 38-3632648 | 2024 Form 5500 Company Profile