Civic Intelligence

Phoenix Investors LLC

Plan context: Phoenix Investors 401(K) Plan

EIN 39-1785189 • Milwaukee, WI • 11 filings • 3 plans

401 E. Kilborn Ave.Ste. 201Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

186

2024 Assets

$7,387,932

2024 Contributions

$1,596,832

Historical Graphs

Total Assets Over Time

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

$7,387,932$3,693,966$0201720212024YearValue
$7,387,932Latest year 2024

Participants Over Time

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

2271140201720212024YearValue
186Latest 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
20242186$7,387,932$1,596,832$8,585iApproximate average salary by contribution assumption: employee only about $214,628 at 4% or $143,085 at 6%; with 50% employer match about $143,085 at 4% or $95,390 at 6%; with 100% employer match about $107,314 at 4% or $71,543 at 6%.
Phoenix Investors 401(K) Plan-186$7,387,932$1,596,832$8,585iApproximate average salary by contribution assumption: employee only about $214,628 at 4% or $143,085 at 6%; with 50% employer match about $143,085 at 4% or $95,390 at 6%; with 100% employer match about $107,314 at 4% or $71,543 at 6%.
Phoenix Investors LLC-169---
20232227$5,607,245$1,470,069$6,476iApproximate average salary by contribution assumption: employee only about $161,902 at 4% or $107,935 at 6%; with 50% employer match about $107,935 at 4% or $71,956 at 6%; with 100% employer match about $80,951 at 4% or $53,967 at 6%.
Phoenix Investors 401(K) Plan-227$5,607,245$1,470,069$6,476iApproximate average salary by contribution assumption: employee only about $161,902 at 4% or $107,935 at 6%; with 50% employer match about $107,935 at 4% or $71,956 at 6%; with 100% employer match about $80,951 at 4% or $53,967 at 6%.
Phoenix Investors LLC-196---
20222108$3,898,186$1,467,941$13,592iApproximate average salary by contribution assumption: employee only about $339,801 at 4% or $226,534 at 6%; with 50% employer match about $226,534 at 4% or $151,023 at 6%; with 100% employer match about $169,901 at 4% or $113,267 at 6%.
Phoenix Investors 401(K) Plan-108$3,898,186$1,467,941$13,592iApproximate average salary by contribution assumption: employee only about $339,801 at 4% or $226,534 at 6%; with 50% employer match about $226,534 at 4% or $151,023 at 6%; with 100% employer match about $169,901 at 4% or $113,267 at 6%.
Phoenix Investors LLC-0---
20211147$3,466,086$3,613,381$24,581iApproximate average salary by contribution assumption: employee only about $614,521 at 4% or $409,680 at 6%; with 50% employer match about $409,680 at 4% or $273,120 at 6%; with 100% employer match about $307,260 at 4% or $204,840 at 6%.
Phoenix Investors 401(K) Plan-147$3,466,086$3,613,381$24,581iApproximate average salary by contribution assumption: employee only about $614,521 at 4% or $409,680 at 6%; with 50% employer match about $409,680 at 4% or $273,120 at 6%; with 100% employer match about $307,260 at 4% or $204,840 at 6%.
20201115$1,792,100$588,333$5,116iApproximate average salary by contribution assumption: employee only about $127,898 at 4% or $85,266 at 6%; with 50% employer match about $85,266 at 4% or $56,844 at 6%; with 100% employer match about $63,949 at 4% or $42,633 at 6%.
Phoenix Investors 401(K) Plan-115$1,792,100$588,333$5,116iApproximate average salary by contribution assumption: employee only about $127,898 at 4% or $85,266 at 6%; with 50% employer match about $85,266 at 4% or $56,844 at 6%; with 100% employer match about $63,949 at 4% or $42,633 at 6%.
2019191$1,100,821$545,218$5,991iApproximate average salary by contribution assumption: employee only about $149,785 at 4% or $99,857 at 6%; with 50% employer match about $99,857 at 4% or $66,571 at 6%; with 100% employer match about $74,893 at 4% or $49,928 at 6%.
Phoenix Investors 401(K) Plan-91$1,100,821$545,218$5,991iApproximate average salary by contribution assumption: employee only about $149,785 at 4% or $99,857 at 6%; with 50% employer match about $99,857 at 4% or $66,571 at 6%; with 100% employer match about $74,893 at 4% or $49,928 at 6%.
2018180$448,873$364,907$4,561iApproximate average salary by contribution assumption: employee only about $114,033 at 4% or $76,022 at 6%; with 50% employer match about $76,022 at 4% or $50,682 at 6%; with 100% employer match about $57,017 at 4% or $38,011 at 6%.
Phoenix Investors 401(K) Plan-80$448,873$364,907$4,561iApproximate average salary by contribution assumption: employee only about $114,033 at 4% or $76,022 at 6%; with 50% employer match about $76,022 at 4% or $50,682 at 6%; with 100% employer match about $57,017 at 4% or $38,011 at 6%.
2017150$156,750$152,749$3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,916 at 6%; with 50% employer match about $50,916 at 4% or $33,944 at 6%; with 100% employer match about $38,187 at 4% or $25,458 at 6%.
Phoenix Investors 401(K) Plan-50$156,750$152,749$3,055iApproximate average salary by contribution assumption: employee only about $76,375 at 4% or $50,916 at 6%; with 50% employer match about $50,916 at 4% or $33,944 at 6%; with 100% employer match about $38,187 at 4% or $25,458 at 6%.