Civic Intelligence

Phillips Tax & Accounting Inc.

Plan context: Phillips Tax & Accounting Inc. 401(K) Plan

EIN 39-1598525 • Oshkosh, WI • 16 filings • 2 plans

1508 Oregon StreetOshkosh, WI 54902
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,066,583

2025 Contributions

$80,961

Historical Graphs

Total Assets Over Time

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

$1,547,247$773,624$0201120182025YearValue
$1,066,583Latest year 2025

Participants Over Time

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

840200120182025YearValue
7Latest 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
202517$1,066,583$80,961$11,566iApproximate average salary by contribution assumption: employee only about $289,146 at 4% or $192,764 at 6%; with 50% employer match about $192,764 at 4% or $128,510 at 6%; with 100% employer match about $144,573 at 4% or $96,382 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$1,066,583$80,961$11,566iApproximate average salary by contribution assumption: employee only about $289,146 at 4% or $192,764 at 6%; with 50% employer match about $192,764 at 4% or $128,510 at 6%; with 100% employer match about $144,573 at 4% or $96,382 at 6%.
202417$1,157,702$74,674$10,668iApproximate average salary by contribution assumption: employee only about $266,693 at 4% or $177,795 at 6%; with 50% employer match about $177,795 at 4% or $118,530 at 6%; with 100% employer match about $133,346 at 4% or $88,898 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$1,157,702$74,674$10,668iApproximate average salary by contribution assumption: employee only about $266,693 at 4% or $177,795 at 6%; with 50% employer match about $177,795 at 4% or $118,530 at 6%; with 100% employer match about $133,346 at 4% or $88,898 at 6%.
202318$1,547,247$99,590$12,449iApproximate average salary by contribution assumption: employee only about $311,219 at 4% or $207,479 at 6%; with 50% employer match about $207,479 at 4% or $138,319 at 6%; with 100% employer match about $155,609 at 4% or $103,740 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-8$1,547,247$99,590$12,449iApproximate average salary by contribution assumption: employee only about $311,219 at 4% or $207,479 at 6%; with 50% employer match about $207,479 at 4% or $138,319 at 6%; with 100% employer match about $155,609 at 4% or $103,740 at 6%.
202218$1,274,348$65,401$8,175iApproximate average salary by contribution assumption: employee only about $204,378 at 4% or $136,252 at 6%; with 50% employer match about $136,252 at 4% or $90,835 at 6%; with 100% employer match about $102,189 at 4% or $68,126 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-8$1,274,348$65,401$8,175iApproximate average salary by contribution assumption: employee only about $204,378 at 4% or $136,252 at 6%; with 50% employer match about $136,252 at 4% or $90,835 at 6%; with 100% employer match about $102,189 at 4% or $68,126 at 6%.
202117$1,406,911$69,415$9,916iApproximate average salary by contribution assumption: employee only about $247,911 at 4% or $165,274 at 6%; with 50% employer match about $165,274 at 4% or $110,183 at 6%; with 100% employer match about $123,955 at 4% or $82,637 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$1,406,911$69,415$9,916iApproximate average salary by contribution assumption: employee only about $247,911 at 4% or $165,274 at 6%; with 50% employer match about $165,274 at 4% or $110,183 at 6%; with 100% employer match about $123,955 at 4% or $82,637 at 6%.
202018$1,263,097$68,871$8,609iApproximate average salary by contribution assumption: employee only about $215,222 at 4% or $143,481 at 6%; with 50% employer match about $143,481 at 4% or $95,654 at 6%; with 100% employer match about $107,611 at 4% or $71,741 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-8$1,263,097$68,871$8,609iApproximate average salary by contribution assumption: employee only about $215,222 at 4% or $143,481 at 6%; with 50% employer match about $143,481 at 4% or $95,654 at 6%; with 100% employer match about $107,611 at 4% or $71,741 at 6%.
201918$1,051,548$68,233$8,529iApproximate average salary by contribution assumption: employee only about $213,228 at 4% or $142,152 at 6%; with 50% employer match about $142,152 at 4% or $94,768 at 6%; with 100% employer match about $106,614 at 4% or $71,076 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-8$1,051,548$68,233$8,529iApproximate average salary by contribution assumption: employee only about $213,228 at 4% or $142,152 at 6%; with 50% employer match about $142,152 at 4% or $94,768 at 6%; with 100% employer match about $106,614 at 4% or $71,076 at 6%.
201818$825,123$61,467$7,683iApproximate average salary by contribution assumption: employee only about $192,084 at 4% or $128,056 at 6%; with 50% employer match about $128,056 at 4% or $85,371 at 6%; with 100% employer match about $96,042 at 4% or $64,028 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-8$825,123$61,467$7,683iApproximate average salary by contribution assumption: employee only about $192,084 at 4% or $128,056 at 6%; with 50% employer match about $128,056 at 4% or $85,371 at 6%; with 100% employer match about $96,042 at 4% or $64,028 at 6%.
201717$806,823$63,372$9,053iApproximate average salary by contribution assumption: employee only about $226,329 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$806,823$63,372$9,053iApproximate average salary by contribution assumption: employee only about $226,329 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,590 at 6%; with 100% employer match about $113,164 at 4% or $75,443 at 6%.
201617$640,100$135,647$19,378iApproximate average salary by contribution assumption: employee only about $484,454 at 4% or $322,969 at 6%; with 50% employer match about $322,969 at 4% or $215,313 at 6%; with 100% employer match about $242,227 at 4% or $161,485 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$640,100$135,647$19,378iApproximate average salary by contribution assumption: employee only about $484,454 at 4% or $322,969 at 6%; with 50% employer match about $322,969 at 4% or $215,313 at 6%; with 100% employer match about $242,227 at 4% or $161,485 at 6%.
201517$459,433$82,558$11,794iApproximate average salary by contribution assumption: employee only about $294,850 at 4% or $196,567 at 6%; with 50% employer match about $196,567 at 4% or $131,044 at 6%; with 100% employer match about $147,425 at 4% or $98,283 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$459,433$82,558$11,794iApproximate average salary by contribution assumption: employee only about $294,850 at 4% or $196,567 at 6%; with 50% employer match about $196,567 at 4% or $131,044 at 6%; with 100% employer match about $147,425 at 4% or $98,283 at 6%.
201417$380,609$57,099$8,157iApproximate average salary by contribution assumption: employee only about $203,925 at 4% or $135,950 at 6%; with 50% employer match about $135,950 at 4% or $90,633 at 6%; with 100% employer match about $101,963 at 4% or $67,975 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$380,609$57,099$8,157iApproximate average salary by contribution assumption: employee only about $203,925 at 4% or $135,950 at 6%; with 50% employer match about $135,950 at 4% or $90,633 at 6%; with 100% employer match about $101,963 at 4% or $67,975 at 6%.
201317$304,283$51,603$7,372iApproximate average salary by contribution assumption: employee only about $184,296 at 4% or $122,864 at 6%; with 50% employer match about $122,864 at 4% or $81,910 at 6%; with 100% employer match about $92,148 at 4% or $61,432 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$304,283$51,603$7,372iApproximate average salary by contribution assumption: employee only about $184,296 at 4% or $122,864 at 6%; with 50% employer match about $122,864 at 4% or $81,910 at 6%; with 100% employer match about $92,148 at 4% or $61,432 at 6%.
201217$209,757$50,835$7,262iApproximate average salary by contribution assumption: employee only about $181,554 at 4% or $121,036 at 6%; with 50% employer match about $121,036 at 4% or $80,690 at 6%; with 100% employer match about $90,777 at 4% or $60,518 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$209,757$50,835$7,262iApproximate average salary by contribution assumption: employee only about $181,554 at 4% or $121,036 at 6%; with 50% employer match about $121,036 at 4% or $80,690 at 6%; with 100% employer match about $90,777 at 4% or $60,518 at 6%.
201117$139,277$146,101$20,872iApproximate average salary by contribution assumption: employee only about $521,789 at 4% or $347,860 at 6%; with 50% employer match about $347,860 at 4% or $231,906 at 6%; with 100% employer match about $260,895 at 4% or $173,930 at 6%.
Phillips Tax & Accounting Inc. 401(K) Plan-7$139,277$146,101$20,872iApproximate average salary by contribution assumption: employee only about $521,789 at 4% or $347,860 at 6%; with 50% employer match about $347,860 at 4% or $231,906 at 6%; with 100% employer match about $260,895 at 4% or $173,930 at 6%.
200114$0$0-
PHILLIPS TAX & ACCOUNTING, INC. SECTION 125 CAFETERIA PLAN-4---