Civic Intelligence

Phelan Petty PLC

Plan context: Phelan Petty Retirement Plan

EIN 38-3869570 • Richmond, VA • 13 filings • 2 plans

3315 West Broad StreetRichmond, VA 23230
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,206,651

2025 Contributions

$378,965

Historical Graphs

Total Assets Over Time

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

$5,206,651$2,603,326$0201320192025YearValue
$5,206,651Latest year 2025

Participants Over Time

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

1160201320192025YearValue
6Latest year 2025

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
202516$5,206,651$378,965$63,161iApproximate average salary by contribution assumption: employee only about $1,579,021 at 4% or $1,052,681 at 6%; with 50% employer match about $1,052,681 at 4% or $701,787 at 6%; with 100% employer match about $789,510 at 4% or $526,340 at 6%.
Phelan Petty Retirement Plan-6$5,206,651$378,965$63,161iApproximate average salary by contribution assumption: employee only about $1,579,021 at 4% or $1,052,681 at 6%; with 50% employer match about $1,052,681 at 4% or $701,787 at 6%; with 100% employer match about $789,510 at 4% or $526,340 at 6%.
202417$4,773,106$225,100$32,157iApproximate average salary by contribution assumption: employee only about $803,929 at 4% or $535,952 at 6%; with 50% employer match about $535,952 at 4% or $357,302 at 6%; with 100% employer match about $401,964 at 4% or $267,976 at 6%.
Phelan Petty Retirement Plan-7$4,773,106$225,100$32,157iApproximate average salary by contribution assumption: employee only about $803,929 at 4% or $535,952 at 6%; with 50% employer match about $535,952 at 4% or $357,302 at 6%; with 100% employer match about $401,964 at 4% or $267,976 at 6%.
202317$4,071,052$255,483$36,498iApproximate average salary by contribution assumption: employee only about $912,439 at 4% or $608,293 at 6%; with 50% employer match about $608,293 at 4% or $405,529 at 6%; with 100% employer match about $456,220 at 4% or $304,146 at 6%.
Phelan Petty Retirement Plan-7$4,071,052$255,483$36,498iApproximate average salary by contribution assumption: employee only about $912,439 at 4% or $608,293 at 6%; with 50% employer match about $608,293 at 4% or $405,529 at 6%; with 100% employer match about $456,220 at 4% or $304,146 at 6%.
202216$3,110,005$201,184$33,531iApproximate average salary by contribution assumption: employee only about $838,267 at 4% or $558,844 at 6%; with 50% employer match about $558,844 at 4% or $372,563 at 6%; with 100% employer match about $419,133 at 4% or $279,422 at 6%.
Phelan Petty Retirement Plan-6$3,110,005$201,184$33,531iApproximate average salary by contribution assumption: employee only about $838,267 at 4% or $558,844 at 6%; with 50% employer match about $558,844 at 4% or $372,563 at 6%; with 100% employer match about $419,133 at 4% or $279,422 at 6%.
202118$3,760,303$170,689$21,336iApproximate average salary by contribution assumption: employee only about $533,403 at 4% or $355,602 at 6%; with 50% employer match about $355,602 at 4% or $237,068 at 6%; with 100% employer match about $266,702 at 4% or $177,801 at 6%.
Phelan Petty Retirement Plan-8$3,760,303$170,689$21,336iApproximate average salary by contribution assumption: employee only about $533,403 at 4% or $355,602 at 6%; with 50% employer match about $355,602 at 4% or $237,068 at 6%; with 100% employer match about $266,702 at 4% or $177,801 at 6%.
202018$2,986,697$166,131$20,766iApproximate average salary by contribution assumption: employee only about $519,159 at 4% or $346,106 at 6%; with 50% employer match about $346,106 at 4% or $230,738 at 6%; with 100% employer match about $259,580 at 4% or $173,053 at 6%.
Phelan Petty Retirement Plan-8$2,986,697$166,131$20,766iApproximate average salary by contribution assumption: employee only about $519,159 at 4% or $346,106 at 6%; with 50% employer match about $346,106 at 4% or $230,738 at 6%; with 100% employer match about $259,580 at 4% or $173,053 at 6%.
201919$2,410,612$154,013$17,113iApproximate average salary by contribution assumption: employee only about $427,814 at 4% or $285,209 at 6%; with 50% employer match about $285,209 at 4% or $190,140 at 6%; with 100% employer match about $213,907 at 4% or $142,605 at 6%.
Phelan Petty Retirement Plan-9$2,410,612$154,013$17,113iApproximate average salary by contribution assumption: employee only about $427,814 at 4% or $285,209 at 6%; with 50% employer match about $285,209 at 4% or $190,140 at 6%; with 100% employer match about $213,907 at 4% or $142,605 at 6%.
201818$1,730,586$147,412$18,427iApproximate average salary by contribution assumption: employee only about $460,663 at 4% or $307,108 at 6%; with 50% employer match about $307,108 at 4% or $204,739 at 6%; with 100% employer match about $230,331 at 4% or $153,554 at 6%.
Phelan Petty Retirement Plan-8$1,730,586$147,412$18,427iApproximate average salary by contribution assumption: employee only about $460,663 at 4% or $307,108 at 6%; with 50% employer match about $307,108 at 4% or $204,739 at 6%; with 100% employer match about $230,331 at 4% or $153,554 at 6%.
2017110$1,746,238$146,862$14,686iApproximate average salary by contribution assumption: employee only about $367,155 at 4% or $244,770 at 6%; with 50% employer match about $244,770 at 4% or $163,180 at 6%; with 100% employer match about $183,578 at 4% or $122,385 at 6%.
Phelan Petty Retirement Plan-10$1,746,238$146,862$14,686iApproximate average salary by contribution assumption: employee only about $367,155 at 4% or $244,770 at 6%; with 50% employer match about $244,770 at 4% or $163,180 at 6%; with 100% employer match about $183,578 at 4% or $122,385 at 6%.
201619$1,340,132$138,561$15,396iApproximate average salary by contribution assumption: employee only about $384,892 at 4% or $256,594 at 6%; with 50% employer match about $256,594 at 4% or $171,063 at 6%; with 100% employer match about $192,446 at 4% or $128,297 at 6%.
Phelan Petty Retirement Plan-9$1,340,132$138,561$15,396iApproximate average salary by contribution assumption: employee only about $384,892 at 4% or $256,594 at 6%; with 50% employer match about $256,594 at 4% or $171,063 at 6%; with 100% employer match about $192,446 at 4% or $128,297 at 6%.
201519$1,149,162$135,161$15,018iApproximate average salary by contribution assumption: employee only about $375,447 at 4% or $250,298 at 6%; with 50% employer match about $250,298 at 4% or $166,865 at 6%; with 100% employer match about $187,724 at 4% or $125,149 at 6%.
Phelan Petty Retirement Plan-9$1,149,162$135,161$15,018iApproximate average salary by contribution assumption: employee only about $375,447 at 4% or $250,298 at 6%; with 50% employer match about $250,298 at 4% or $166,865 at 6%; with 100% employer match about $187,724 at 4% or $125,149 at 6%.
2014111$1,147,623$926,869$84,261iApproximate average salary by contribution assumption: employee only about $2,106,520 at 4% or $1,404,347 at 6%; with 50% employer match about $1,404,347 at 4% or $936,231 at 6%; with 100% employer match about $1,053,260 at 4% or $702,173 at 6%.
Phelan Petty Retirement Plan-11$1,147,623$926,869$84,261iApproximate average salary by contribution assumption: employee only about $2,106,520 at 4% or $1,404,347 at 6%; with 50% employer match about $1,404,347 at 4% or $936,231 at 6%; with 100% employer match about $1,053,260 at 4% or $702,173 at 6%.
201319$173,614$173,614$19,290iApproximate average salary by contribution assumption: employee only about $482,261 at 4% or $321,507 at 6%; with 50% employer match about $321,507 at 4% or $214,338 at 6%; with 100% employer match about $241,131 at 4% or $160,754 at 6%.
Phelan Petty Retirement Plan-9$173,614$173,614$19,290iApproximate average salary by contribution assumption: employee only about $482,261 at 4% or $321,507 at 6%; with 50% employer match about $321,507 at 4% or $214,338 at 6%; with 100% employer match about $241,131 at 4% or $160,754 at 6%.