Civic Intelligence

Pine Habilitation and Supported Employment

Plan context: P.H.A.S.E. 401(K) Retirement Plan

EIN 41-0963283 • Sandstone, MN • 20 filings • 3 plans

106 Main StreetPO Box 126Sandstone, MN 55072-0126
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$754,221

2024 Contributions

$111,384

Historical Graphs

Total Assets Over Time

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

$754,221$377,111$0200720162024YearValue
$754,221Latest year 2024

Participants Over Time

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

62310200720162024YearValue
47Latest 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
2024147$754,221$111,384$2,370iApproximate average salary by contribution assumption: employee only about $59,247 at 4% or $39,498 at 6%; with 50% employer match about $39,498 at 4% or $26,332 at 6%; with 100% employer match about $29,623 at 4% or $19,749 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-47$754,221$111,384$2,370iApproximate average salary by contribution assumption: employee only about $59,247 at 4% or $39,498 at 6%; with 50% employer match about $39,498 at 4% or $26,332 at 6%; with 100% employer match about $29,623 at 4% or $19,749 at 6%.
2023131$636,393$69,038$2,227iApproximate average salary by contribution assumption: employee only about $55,676 at 4% or $37,117 at 6%; with 50% employer match about $37,117 at 4% or $24,745 at 6%; with 100% employer match about $27,838 at 4% or $18,559 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-31$636,393$69,038$2,227iApproximate average salary by contribution assumption: employee only about $55,676 at 4% or $37,117 at 6%; with 50% employer match about $37,117 at 4% or $24,745 at 6%; with 100% employer match about $27,838 at 4% or $18,559 at 6%.
2022137$509,356$68,381$1,848iApproximate average salary by contribution assumption: employee only about $46,203 at 4% or $30,802 at 6%; with 50% employer match about $30,802 at 4% or $20,535 at 6%; with 100% employer match about $23,102 at 4% or $15,401 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-37$509,356$68,381$1,848iApproximate average salary by contribution assumption: employee only about $46,203 at 4% or $30,802 at 6%; with 50% employer match about $30,802 at 4% or $20,535 at 6%; with 100% employer match about $23,102 at 4% or $15,401 at 6%.
2021140$621,379$62,090$1,552iApproximate average salary by contribution assumption: employee only about $38,806 at 4% or $25,871 at 6%; with 50% employer match about $25,871 at 4% or $17,247 at 6%; with 100% employer match about $19,403 at 4% or $12,935 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-40$621,379$62,090$1,552iApproximate average salary by contribution assumption: employee only about $38,806 at 4% or $25,871 at 6%; with 50% employer match about $25,871 at 4% or $17,247 at 6%; with 100% employer match about $19,403 at 4% or $12,935 at 6%.
2020140$527,135$67,357$1,684iApproximate average salary by contribution assumption: employee only about $42,098 at 4% or $28,065 at 6%; with 50% employer match about $28,065 at 4% or $18,710 at 6%; with 100% employer match about $21,049 at 4% or $14,033 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-40$527,135$67,357$1,684iApproximate average salary by contribution assumption: employee only about $42,098 at 4% or $28,065 at 6%; with 50% employer match about $28,065 at 4% or $18,710 at 6%; with 100% employer match about $21,049 at 4% or $14,033 at 6%.
2019141$510,079$71,043$1,733iApproximate average salary by contribution assumption: employee only about $43,319 at 4% or $28,879 at 6%; with 50% employer match about $28,879 at 4% or $19,253 at 6%; with 100% employer match about $21,659 at 4% or $14,440 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-41$510,079$71,043$1,733iApproximate average salary by contribution assumption: employee only about $43,319 at 4% or $28,879 at 6%; with 50% employer match about $28,879 at 4% or $19,253 at 6%; with 100% employer match about $21,659 at 4% or $14,440 at 6%.
2018147$421,887$78,538$1,671iApproximate average salary by contribution assumption: employee only about $41,776 at 4% or $27,850 at 6%; with 50% employer match about $27,850 at 4% or $18,567 at 6%; with 100% employer match about $20,888 at 4% or $13,925 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-47$421,887$78,538$1,671iApproximate average salary by contribution assumption: employee only about $41,776 at 4% or $27,850 at 6%; with 50% employer match about $27,850 at 4% or $18,567 at 6%; with 100% employer match about $20,888 at 4% or $13,925 at 6%.
2017144$400,029$59,352$1,349iApproximate average salary by contribution assumption: employee only about $33,723 at 4% or $22,482 at 6%; with 50% employer match about $22,482 at 4% or $14,988 at 6%; with 100% employer match about $16,861 at 4% or $11,241 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-44$400,029$59,352$1,349iApproximate average salary by contribution assumption: employee only about $33,723 at 4% or $22,482 at 6%; with 50% employer match about $22,482 at 4% or $14,988 at 6%; with 100% employer match about $16,861 at 4% or $11,241 at 6%.
2016131$295,859$164,361$5,302iApproximate average salary by contribution assumption: employee only about $132,549 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,911 at 6%; with 100% employer match about $66,275 at 4% or $44,183 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-31$295,859$164,361$5,302iApproximate average salary by contribution assumption: employee only about $132,549 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,911 at 6%; with 100% employer match about $66,275 at 4% or $44,183 at 6%.
2015127$149,539$23,581$873iApproximate average salary by contribution assumption: employee only about $21,834 at 4% or $14,556 at 6%; with 50% employer match about $14,556 at 4% or $9,704 at 6%; with 100% employer match about $10,917 at 4% or $7,278 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-27$149,539$23,581$873iApproximate average salary by contribution assumption: employee only about $21,834 at 4% or $14,556 at 6%; with 50% employer match about $14,556 at 4% or $9,704 at 6%; with 100% employer match about $10,917 at 4% or $7,278 at 6%.
2014131$187,819$24,908$803iApproximate average salary by contribution assumption: employee only about $20,087 at 4% or $13,391 at 6%; with 50% employer match about $13,391 at 4% or $8,928 at 6%; with 100% employer match about $10,044 at 4% or $6,696 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-31$187,819$24,908$803iApproximate average salary by contribution assumption: employee only about $20,087 at 4% or $13,391 at 6%; with 50% employer match about $13,391 at 4% or $8,928 at 6%; with 100% employer match about $10,044 at 4% or $6,696 at 6%.
2013133$177,394$21,140$641iApproximate average salary by contribution assumption: employee only about $16,015 at 4% or $10,677 at 6%; with 50% employer match about $10,677 at 4% or $7,118 at 6%; with 100% employer match about $8,008 at 4% or $5,338 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-33$177,394$21,140$641iApproximate average salary by contribution assumption: employee only about $16,015 at 4% or $10,677 at 6%; with 50% employer match about $10,677 at 4% or $7,118 at 6%; with 100% employer match about $8,008 at 4% or $5,338 at 6%.
2012134$135,965$22,917$674iApproximate average salary by contribution assumption: employee only about $16,851 at 4% or $11,234 at 6%; with 50% employer match about $11,234 at 4% or $7,489 at 6%; with 100% employer match about $8,425 at 4% or $5,617 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-34$135,965$22,917$674iApproximate average salary by contribution assumption: employee only about $16,851 at 4% or $11,234 at 6%; with 50% employer match about $11,234 at 4% or $7,489 at 6%; with 100% employer match about $8,425 at 4% or $5,617 at 6%.
2011143$128,917$26,541$617iApproximate average salary by contribution assumption: employee only about $15,431 at 4% or $10,287 at 6%; with 50% employer match about $10,287 at 4% or $6,858 at 6%; with 100% employer match about $7,715 at 4% or $5,144 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-43$128,917$26,541$617iApproximate average salary by contribution assumption: employee only about $15,431 at 4% or $10,287 at 6%; with 50% employer match about $10,287 at 4% or $6,858 at 6%; with 100% employer match about $7,715 at 4% or $5,144 at 6%.
2010152$143,652$38,936$749iApproximate average salary by contribution assumption: employee only about $18,719 at 4% or $12,479 at 6%; with 50% employer match about $12,479 at 4% or $8,320 at 6%; with 100% employer match about $9,360 at 4% or $6,240 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-52$143,652$38,936$749iApproximate average salary by contribution assumption: employee only about $18,719 at 4% or $12,479 at 6%; with 50% employer match about $12,479 at 4% or $8,320 at 6%; with 100% employer match about $9,360 at 4% or $6,240 at 6%.
2009153$109,498$52,653$993iApproximate average salary by contribution assumption: employee only about $24,836 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,038 at 6%; with 100% employer match about $12,418 at 4% or $8,279 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-53$109,498$52,653$993iApproximate average salary by contribution assumption: employee only about $24,836 at 4% or $16,558 at 6%; with 50% employer match about $16,558 at 4% or $11,038 at 6%; with 100% employer match about $12,418 at 4% or $8,279 at 6%.
2008162$45,957$50,926$821iApproximate average salary by contribution assumption: employee only about $20,535 at 4% or $13,690 at 6%; with 50% employer match about $13,690 at 4% or $9,127 at 6%; with 100% employer match about $10,267 at 4% or $6,845 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-62$45,957$50,926$821iApproximate average salary by contribution assumption: employee only about $20,535 at 4% or $13,690 at 6%; with 50% employer match about $13,690 at 4% or $9,127 at 6%; with 100% employer match about $10,267 at 4% or $6,845 at 6%.
2007149$14,925$15,560$318iApproximate average salary by contribution assumption: employee only about $7,939 at 4% or $5,293 at 6%; with 50% employer match about $5,293 at 4% or $3,528 at 6%; with 100% employer match about $3,969 at 4% or $2,646 at 6%.
P.H.A.S.E. 401(K) Retirement Plan-49$14,925$15,560$318iApproximate average salary by contribution assumption: employee only about $7,939 at 4% or $5,293 at 6%; with 50% employer match about $5,293 at 4% or $3,528 at 6%; with 100% employer match about $3,969 at 4% or $2,646 at 6%.
200010$0$0-
Phase Retirement Plan-0---
199910$0$0-
Phase Retirement Plan-0---