Civic Intelligence

Phillips and Potach, P A

Plan context: Phillips & Potach, P.A. 401K Plan and Trust

EIN 41-1791157 • Minneapolis, MN • 15 filings • 4 plans

1110 Tcf Tower121 South 8th StreetMinneapolis, MN 55402
Current Snapshot

Latest Year

2013

2013 Participants

3

2013 Assets

$723,097

2013 Contributions

$52,119

Historical Graphs

Total Assets Over Time

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

$723,097$361,549$0199920062012YearValue
$723,097Latest year 2012

Participants Over Time

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

320199920062012YearValue
3Latest year 2012

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
201310$0$0-
Phillips & Potach, P.A. 401K Plan and Trust-0$0$0-
201213$723,097$52,119$17,373iApproximate average salary by contribution assumption: employee only about $434,325 at 4% or $289,550 at 6%; with 50% employer match about $289,550 at 4% or $193,033 at 6%; with 100% employer match about $217,163 at 4% or $144,775 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$723,097$52,119$17,373iApproximate average salary by contribution assumption: employee only about $434,325 at 4% or $289,550 at 6%; with 50% employer match about $289,550 at 4% or $193,033 at 6%; with 100% employer match about $217,163 at 4% or $144,775 at 6%.
201113$627,367$53,499$17,833iApproximate average salary by contribution assumption: employee only about $445,825 at 4% or $297,217 at 6%; with 50% employer match about $297,217 at 4% or $198,144 at 6%; with 100% employer match about $222,913 at 4% or $148,608 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$627,367$53,499$17,833iApproximate average salary by contribution assumption: employee only about $445,825 at 4% or $297,217 at 6%; with 50% employer match about $297,217 at 4% or $198,144 at 6%; with 100% employer match about $222,913 at 4% or $148,608 at 6%.
201013$626,385$52,660$17,553iApproximate average salary by contribution assumption: employee only about $438,833 at 4% or $292,556 at 6%; with 50% employer match about $292,556 at 4% or $195,037 at 6%; with 100% employer match about $219,417 at 4% or $146,278 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$626,385$52,660$17,553iApproximate average salary by contribution assumption: employee only about $438,833 at 4% or $292,556 at 6%; with 50% employer match about $292,556 at 4% or $195,037 at 6%; with 100% employer match about $219,417 at 4% or $146,278 at 6%.
200913$532,094$58,135$19,378iApproximate average salary by contribution assumption: employee only about $484,458 at 4% or $322,972 at 6%; with 50% employer match about $322,972 at 4% or $215,315 at 6%; with 100% employer match about $242,229 at 4% or $161,486 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$532,094$58,135$19,378iApproximate average salary by contribution assumption: employee only about $484,458 at 4% or $322,972 at 6%; with 50% employer match about $322,972 at 4% or $215,315 at 6%; with 100% employer match about $242,229 at 4% or $161,486 at 6%.
200813$456,198$61,697$20,566iApproximate average salary by contribution assumption: employee only about $514,142 at 4% or $342,761 at 6%; with 50% employer match about $342,761 at 4% or $228,507 at 6%; with 100% employer match about $257,071 at 4% or $171,381 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$456,198$61,697$20,566iApproximate average salary by contribution assumption: employee only about $514,142 at 4% or $342,761 at 6%; with 50% employer match about $342,761 at 4% or $228,507 at 6%; with 100% employer match about $257,071 at 4% or $171,381 at 6%.
200713$600,132$60,972$20,324iApproximate average salary by contribution assumption: employee only about $508,100 at 4% or $338,733 at 6%; with 50% employer match about $338,733 at 4% or $225,822 at 6%; with 100% employer match about $254,050 at 4% or $169,367 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$600,132$60,972$20,324iApproximate average salary by contribution assumption: employee only about $508,100 at 4% or $338,733 at 6%; with 50% employer match about $338,733 at 4% or $225,822 at 6%; with 100% employer match about $254,050 at 4% or $169,367 at 6%.
200613$511,878$56,880$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$511,878$56,880$18,960iApproximate average salary by contribution assumption: employee only about $474,000 at 4% or $316,000 at 6%; with 50% employer match about $316,000 at 4% or $210,667 at 6%; with 100% employer match about $237,000 at 4% or $158,000 at 6%.
200513$409,960$54,880$18,293iApproximate average salary by contribution assumption: employee only about $457,333 at 4% or $304,889 at 6%; with 50% employer match about $304,889 at 4% or $203,259 at 6%; with 100% employer match about $228,667 at 4% or $152,444 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$409,960$54,880$18,293iApproximate average salary by contribution assumption: employee only about $457,333 at 4% or $304,889 at 6%; with 50% employer match about $304,889 at 4% or $203,259 at 6%; with 100% employer match about $228,667 at 4% or $152,444 at 6%.
200413$336,217$50,040$16,680iApproximate average salary by contribution assumption: employee only about $417,000 at 4% or $278,000 at 6%; with 50% employer match about $278,000 at 4% or $185,333 at 6%; with 100% employer match about $208,500 at 4% or $139,000 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$336,217$50,040$16,680iApproximate average salary by contribution assumption: employee only about $417,000 at 4% or $278,000 at 6%; with 50% employer match about $278,000 at 4% or $185,333 at 6%; with 100% employer match about $208,500 at 4% or $139,000 at 6%.
200313$254,322$40,444$13,481iApproximate average salary by contribution assumption: employee only about $337,033 at 4% or $224,689 at 6%; with 50% employer match about $224,689 at 4% or $149,793 at 6%; with 100% employer match about $168,517 at 4% or $112,344 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$254,322$40,444$13,481iApproximate average salary by contribution assumption: employee only about $337,033 at 4% or $224,689 at 6%; with 50% employer match about $224,689 at 4% or $149,793 at 6%; with 100% employer match about $168,517 at 4% or $112,344 at 6%.
200213$183,734$39,100$13,033iApproximate average salary by contribution assumption: employee only about $325,833 at 4% or $217,222 at 6%; with 50% employer match about $217,222 at 4% or $144,815 at 6%; with 100% employer match about $162,917 at 4% or $108,611 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$183,734$39,100$13,033iApproximate average salary by contribution assumption: employee only about $325,833 at 4% or $217,222 at 6%; with 50% employer match about $217,222 at 4% or $144,815 at 6%; with 100% employer match about $162,917 at 4% or $108,611 at 6%.
200113$190,614$36,181$12,060iApproximate average salary by contribution assumption: employee only about $301,508 at 4% or $201,006 at 6%; with 50% employer match about $201,006 at 4% or $134,004 at 6%; with 100% employer match about $150,754 at 4% or $100,503 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$190,614$36,181$12,060iApproximate average salary by contribution assumption: employee only about $301,508 at 4% or $201,006 at 6%; with 50% employer match about $201,006 at 4% or $134,004 at 6%; with 100% employer match about $150,754 at 4% or $100,503 at 6%.
200013$180,289$23,520$7,840iApproximate average salary by contribution assumption: employee only about $196,000 at 4% or $130,667 at 6%; with 50% employer match about $130,667 at 4% or $87,111 at 6%; with 100% employer match about $98,000 at 4% or $65,333 at 6%.
Phillips & Potach, P.A. 401K Plan and Trust-3$180,289$23,520$7,840iApproximate average salary by contribution assumption: employee only about $196,000 at 4% or $130,667 at 6%; with 50% employer match about $130,667 at 4% or $87,111 at 6%; with 100% employer match about $98,000 at 4% or $65,333 at 6%.
199913$169,111$21,830$7,277iApproximate average salary by contribution assumption: employee only about $181,917 at 4% or $121,278 at 6%; with 50% employer match about $121,278 at 4% or $80,852 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.
Phillips and Potach Simple 401K Plan-3$169,111$21,830$7,277iApproximate average salary by contribution assumption: employee only about $181,917 at 4% or $121,278 at 6%; with 50% employer match about $121,278 at 4% or $80,852 at 6%; with 100% employer match about $90,958 at 4% or $60,639 at 6%.