Civic Intelligence

Phillips, Donohue & Cymerman, S.C.

Plan context: Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan

EIN 39-1310164 • Milwaukee, WI • 26 filings • 6 plans

161 W. Wisconsin Avenue Suite 5000Milwaukee, WI 53203-2602
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$6,052,897

2024 Contributions

$132,727

Historical Graphs

Total Assets Over Time

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

$6,052,897$3,026,449$0199920152024YearValue
$6,052,897Latest year 2024

Participants Over Time

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

950199920122024YearValue
7Latest 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
202417$6,052,897$132,727$18,961iApproximate average salary by contribution assumption: employee only about $474,025 at 4% or $316,017 at 6%; with 50% employer match about $316,017 at 4% or $210,678 at 6%; with 100% employer match about $237,013 at 4% or $158,008 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$6,052,897$132,727$18,961iApproximate average salary by contribution assumption: employee only about $474,025 at 4% or $316,017 at 6%; with 50% employer match about $316,017 at 4% or $210,678 at 6%; with 100% employer match about $237,013 at 4% or $158,008 at 6%.
202318$5,454,061$154,049$19,256iApproximate average salary by contribution assumption: employee only about $481,403 at 4% or $320,935 at 6%; with 50% employer match about $320,935 at 4% or $213,957 at 6%; with 100% employer match about $240,702 at 4% or $160,468 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8$5,454,061$154,049$19,256iApproximate average salary by contribution assumption: employee only about $481,403 at 4% or $320,935 at 6%; with 50% employer match about $320,935 at 4% or $213,957 at 6%; with 100% employer match about $240,702 at 4% or $160,468 at 6%.
202217$4,420,019$120,962$17,280iApproximate average salary by contribution assumption: employee only about $432,007 at 4% or $288,005 at 6%; with 50% employer match about $288,005 at 4% or $192,003 at 6%; with 100% employer match about $216,004 at 4% or $144,002 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$4,420,019$120,962$17,280iApproximate average salary by contribution assumption: employee only about $432,007 at 4% or $288,005 at 6%; with 50% employer match about $288,005 at 4% or $192,003 at 6%; with 100% employer match about $216,004 at 4% or $144,002 at 6%.
202117$3,968,798$646,639$92,377iApproximate average salary by contribution assumption: employee only about $2,309,425 at 4% or $1,539,617 at 6%; with 50% employer match about $1,539,617 at 4% or $1,026,411 at 6%; with 100% employer match about $1,154,713 at 4% or $769,808 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$3,968,798$646,639$92,377iApproximate average salary by contribution assumption: employee only about $2,309,425 at 4% or $1,539,617 at 6%; with 50% employer match about $1,539,617 at 4% or $1,026,411 at 6%; with 100% employer match about $1,154,713 at 4% or $769,808 at 6%.
202017$4,176,230$117,312$16,759iApproximate average salary by contribution assumption: employee only about $418,971 at 4% or $279,314 at 6%; with 50% employer match about $279,314 at 4% or $186,210 at 6%; with 100% employer match about $209,486 at 4% or $139,657 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$4,176,230$117,312$16,759iApproximate average salary by contribution assumption: employee only about $418,971 at 4% or $279,314 at 6%; with 50% employer match about $279,314 at 4% or $186,210 at 6%; with 100% employer match about $209,486 at 4% or $139,657 at 6%.
201918$3,851,935$128,468$16,059iApproximate average salary by contribution assumption: employee only about $401,463 at 4% or $267,642 at 6%; with 50% employer match about $267,642 at 4% or $178,428 at 6%; with 100% employer match about $200,731 at 4% or $133,821 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8$3,851,935$128,468$16,059iApproximate average salary by contribution assumption: employee only about $401,463 at 4% or $267,642 at 6%; with 50% employer match about $267,642 at 4% or $178,428 at 6%; with 100% employer match about $200,731 at 4% or $133,821 at 6%.
201818$3,824,448$119,802$14,975iApproximate average salary by contribution assumption: employee only about $374,381 at 4% or $249,588 at 6%; with 50% employer match about $249,588 at 4% or $166,392 at 6%; with 100% employer match about $187,191 at 4% or $124,794 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8$3,824,448$119,802$14,975iApproximate average salary by contribution assumption: employee only about $374,381 at 4% or $249,588 at 6%; with 50% employer match about $249,588 at 4% or $166,392 at 6%; with 100% employer match about $187,191 at 4% or $124,794 at 6%.
201719$3,571,807$151,668$16,852iApproximate average salary by contribution assumption: employee only about $421,300 at 4% or $280,867 at 6%; with 50% employer match about $280,867 at 4% or $187,244 at 6%; with 100% employer match about $210,650 at 4% or $140,433 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-9$3,571,807$151,668$16,852iApproximate average salary by contribution assumption: employee only about $421,300 at 4% or $280,867 at 6%; with 50% employer match about $280,867 at 4% or $187,244 at 6%; with 100% employer match about $210,650 at 4% or $140,433 at 6%.
201619$3,214,346$123,496$13,722iApproximate average salary by contribution assumption: employee only about $343,044 at 4% or $228,696 at 6%; with 50% employer match about $228,696 at 4% or $152,464 at 6%; with 100% employer match about $171,522 at 4% or $114,348 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-9$3,214,346$123,496$13,722iApproximate average salary by contribution assumption: employee only about $343,044 at 4% or $228,696 at 6%; with 50% employer match about $228,696 at 4% or $152,464 at 6%; with 100% employer match about $171,522 at 4% or $114,348 at 6%.
201517$2,801,588$111,230$15,890iApproximate average salary by contribution assumption: employee only about $397,250 at 4% or $264,833 at 6%; with 50% employer match about $264,833 at 4% or $176,556 at 6%; with 100% employer match about $198,625 at 4% or $132,417 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$2,801,588$111,230$15,890iApproximate average salary by contribution assumption: employee only about $397,250 at 4% or $264,833 at 6%; with 50% employer match about $264,833 at 4% or $176,556 at 6%; with 100% employer match about $198,625 at 4% or $132,417 at 6%.
201419$2,475,404$126,779$14,087iApproximate average salary by contribution assumption: employee only about $352,164 at 4% or $234,776 at 6%; with 50% employer match about $234,776 at 4% or $156,517 at 6%; with 100% employer match about $176,082 at 4% or $117,388 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-9$2,475,404$126,779$14,087iApproximate average salary by contribution assumption: employee only about $352,164 at 4% or $234,776 at 6%; with 50% employer match about $234,776 at 4% or $156,517 at 6%; with 100% employer match about $176,082 at 4% or $117,388 at 6%.
201318$2,474,098$113,260$14,158iApproximate average salary by contribution assumption: employee only about $353,938 at 4% or $235,958 at 6%; with 50% employer match about $235,958 at 4% or $157,306 at 6%; with 100% employer match about $176,969 at 4% or $117,979 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8$2,474,098$113,260$14,158iApproximate average salary by contribution assumption: employee only about $353,938 at 4% or $235,958 at 6%; with 50% employer match about $235,958 at 4% or $157,306 at 6%; with 100% employer match about $176,969 at 4% or $117,979 at 6%.
201218$2,163,660$107,037$13,380iApproximate average salary by contribution assumption: employee only about $334,491 at 4% or $222,994 at 6%; with 50% employer match about $222,994 at 4% or $148,663 at 6%; with 100% employer match about $167,245 at 4% or $111,497 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8$2,163,660$107,037$13,380iApproximate average salary by contribution assumption: employee only about $334,491 at 4% or $222,994 at 6%; with 50% employer match about $222,994 at 4% or $148,663 at 6%; with 100% employer match about $167,245 at 4% or $111,497 at 6%.
201117$1,783,900$93,589$13,370iApproximate average salary by contribution assumption: employee only about $334,246 at 4% or $222,831 at 6%; with 50% employer match about $222,831 at 4% or $148,554 at 6%; with 100% employer match about $167,123 at 4% or $111,415 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$1,783,900$93,589$13,370iApproximate average salary by contribution assumption: employee only about $334,246 at 4% or $222,831 at 6%; with 50% employer match about $222,831 at 4% or $148,554 at 6%; with 100% employer match about $167,123 at 4% or $111,415 at 6%.
201017$1,394,363$88,785$12,684iApproximate average salary by contribution assumption: employee only about $317,089 at 4% or $211,393 at 6%; with 50% employer match about $211,393 at 4% or $140,929 at 6%; with 100% employer match about $158,545 at 4% or $105,696 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$1,394,363$88,785$12,684iApproximate average salary by contribution assumption: employee only about $317,089 at 4% or $211,393 at 6%; with 50% employer match about $211,393 at 4% or $140,929 at 6%; with 100% employer match about $158,545 at 4% or $105,696 at 6%.
200917$1,389,783$94,951$13,564iApproximate average salary by contribution assumption: employee only about $339,111 at 4% or $226,074 at 6%; with 50% employer match about $226,074 at 4% or $150,716 at 6%; with 100% employer match about $169,555 at 4% or $113,037 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$1,389,783$94,951$13,564iApproximate average salary by contribution assumption: employee only about $339,111 at 4% or $226,074 at 6%; with 50% employer match about $226,074 at 4% or $150,716 at 6%; with 100% employer match about $169,555 at 4% or $113,037 at 6%.
200818$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-8---
200716$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-6---
200616$1,309,687$81,742$13,624iApproximate average salary by contribution assumption: employee only about $340,592 at 4% or $227,061 at 6%; with 50% employer match about $227,061 at 4% or $151,374 at 6%; with 100% employer match about $170,296 at 4% or $113,531 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-6$1,309,687$81,742$13,624iApproximate average salary by contribution assumption: employee only about $340,592 at 4% or $227,061 at 6%; with 50% employer match about $227,061 at 4% or $151,374 at 6%; with 100% employer match about $170,296 at 4% or $113,531 at 6%.
200516$1,073,797$73,147$12,191iApproximate average salary by contribution assumption: employee only about $304,779 at 4% or $203,186 at 6%; with 50% employer match about $203,186 at 4% or $135,457 at 6%; with 100% employer match about $152,390 at 4% or $101,593 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-6$1,073,797$73,147$12,191iApproximate average salary by contribution assumption: employee only about $304,779 at 4% or $203,186 at 6%; with 50% employer match about $203,186 at 4% or $135,457 at 6%; with 100% employer match about $152,390 at 4% or $101,593 at 6%.
200414$945,942$68,820$17,205iApproximate average salary by contribution assumption: employee only about $430,125 at 4% or $286,750 at 6%; with 50% employer match about $286,750 at 4% or $191,167 at 6%; with 100% employer match about $215,063 at 4% or $143,375 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-4$945,942$68,820$17,205iApproximate average salary by contribution assumption: employee only about $430,125 at 4% or $286,750 at 6%; with 50% employer match about $286,750 at 4% or $191,167 at 6%; with 100% employer match about $215,063 at 4% or $143,375 at 6%.
200315$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-5---
200215$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-5---
200113$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-3---
200014$0$0-
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-4---
199917$1,122,509$58,000$8,286iApproximate average salary by contribution assumption: employee only about $207,143 at 4% or $138,095 at 6%; with 50% employer match about $138,095 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,048 at 6%.
Phillips, Donohue & Cymerman, S.C. Employees Profit Sharing Plan-7$1,122,509$58,000$8,286iApproximate average salary by contribution assumption: employee only about $207,143 at 4% or $138,095 at 6%; with 50% employer match about $138,095 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,048 at 6%.