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
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Phase Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Phase Retirement Plan | - | 0 | - | - | - |