Civic Intelligence

Faulkner, Hoffman & Phillips LLC

Plan context: Faulkner, Hoffman & Phillips Retirement Plan

EIN 45-1540483 • Cleveland, OH • 14 filings • 2 plans

20455 Emerald Parkway Dr. Suite 210Cleveland, OH 44135
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,505,948

2024 Contributions

$197,915

Historical Graphs

Total Assets Over Time

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

$4,505,948$2,252,974$0201120182024YearValue
$4,505,948Latest year 2024

Participants Over Time

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

1370201120182024YearValue
8Latest 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
202418$4,505,948$197,915$24,739iApproximate average salary by contribution assumption: employee only about $618,484 at 4% or $412,323 at 6%; with 50% employer match about $412,323 at 4% or $274,882 at 6%; with 100% employer match about $309,242 at 4% or $206,161 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-8$4,505,948$197,915$24,739iApproximate average salary by contribution assumption: employee only about $618,484 at 4% or $412,323 at 6%; with 50% employer match about $412,323 at 4% or $274,882 at 6%; with 100% employer match about $309,242 at 4% or $206,161 at 6%.
202318$3,821,308$186,283$23,285iApproximate average salary by contribution assumption: employee only about $582,134 at 4% or $388,090 at 6%; with 50% employer match about $388,090 at 4% or $258,726 at 6%; with 100% employer match about $291,067 at 4% or $194,045 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-8$3,821,308$186,283$23,285iApproximate average salary by contribution assumption: employee only about $582,134 at 4% or $388,090 at 6%; with 50% employer match about $388,090 at 4% or $258,726 at 6%; with 100% employer match about $291,067 at 4% or $194,045 at 6%.
2022111$3,148,630$165,187$15,017iApproximate average salary by contribution assumption: employee only about $375,425 at 4% or $250,283 at 6%; with 50% employer match about $250,283 at 4% or $166,856 at 6%; with 100% employer match about $187,713 at 4% or $125,142 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-11$3,148,630$165,187$15,017iApproximate average salary by contribution assumption: employee only about $375,425 at 4% or $250,283 at 6%; with 50% employer match about $250,283 at 4% or $166,856 at 6%; with 100% employer match about $187,713 at 4% or $125,142 at 6%.
202118$3,636,063$190,371$23,796iApproximate average salary by contribution assumption: employee only about $594,909 at 4% or $396,606 at 6%; with 50% employer match about $396,606 at 4% or $264,404 at 6%; with 100% employer match about $297,455 at 4% or $198,303 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-8$3,636,063$190,371$23,796iApproximate average salary by contribution assumption: employee only about $594,909 at 4% or $396,606 at 6%; with 50% employer match about $396,606 at 4% or $264,404 at 6%; with 100% employer match about $297,455 at 4% or $198,303 at 6%.
2020110$3,167,443$179,435$17,944iApproximate average salary by contribution assumption: employee only about $448,588 at 4% or $299,058 at 6%; with 50% employer match about $299,058 at 4% or $199,372 at 6%; with 100% employer match about $224,294 at 4% or $149,529 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-10$3,167,443$179,435$17,944iApproximate average salary by contribution assumption: employee only about $448,588 at 4% or $299,058 at 6%; with 50% employer match about $299,058 at 4% or $199,372 at 6%; with 100% employer match about $224,294 at 4% or $149,529 at 6%.
201919$2,624,180$178,140$19,793iApproximate average salary by contribution assumption: employee only about $494,833 at 4% or $329,889 at 6%; with 50% employer match about $329,889 at 4% or $219,926 at 6%; with 100% employer match about $247,417 at 4% or $164,944 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-9$2,624,180$178,140$19,793iApproximate average salary by contribution assumption: employee only about $494,833 at 4% or $329,889 at 6%; with 50% employer match about $329,889 at 4% or $219,926 at 6%; with 100% employer match about $247,417 at 4% or $164,944 at 6%.
2018111$2,043,933$180,429$16,403iApproximate average salary by contribution assumption: employee only about $410,066 at 4% or $273,377 at 6%; with 50% employer match about $273,377 at 4% or $182,252 at 6%; with 100% employer match about $205,033 at 4% or $136,689 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-11$2,043,933$180,429$16,403iApproximate average salary by contribution assumption: employee only about $410,066 at 4% or $273,377 at 6%; with 50% employer match about $273,377 at 4% or $182,252 at 6%; with 100% employer match about $205,033 at 4% or $136,689 at 6%.
2017110$1,995,716$178,114$17,811iApproximate average salary by contribution assumption: employee only about $445,285 at 4% or $296,857 at 6%; with 50% employer match about $296,857 at 4% or $197,904 at 6%; with 100% employer match about $222,643 at 4% or $148,428 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-10$1,995,716$178,114$17,811iApproximate average salary by contribution assumption: employee only about $445,285 at 4% or $296,857 at 6%; with 50% employer match about $296,857 at 4% or $197,904 at 6%; with 100% employer match about $222,643 at 4% or $148,428 at 6%.
2016113$1,563,782$208,133$16,010iApproximate average salary by contribution assumption: employee only about $400,256 at 4% or $266,837 at 6%; with 50% employer match about $266,837 at 4% or $177,891 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-13$1,563,782$208,133$16,010iApproximate average salary by contribution assumption: employee only about $400,256 at 4% or $266,837 at 6%; with 50% employer match about $266,837 at 4% or $177,891 at 6%; with 100% employer match about $200,128 at 4% or $133,419 at 6%.
2015112$1,319,972$139,947$11,662iApproximate average salary by contribution assumption: employee only about $291,556 at 4% or $194,371 at 6%; with 50% employer match about $194,371 at 4% or $129,581 at 6%; with 100% employer match about $145,778 at 4% or $97,185 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-12$1,319,972$139,947$11,662iApproximate average salary by contribution assumption: employee only about $291,556 at 4% or $194,371 at 6%; with 50% employer match about $194,371 at 4% or $129,581 at 6%; with 100% employer match about $145,778 at 4% or $97,185 at 6%.
201419$1,194,743$101,841$11,316iApproximate average salary by contribution assumption: employee only about $282,892 at 4% or $188,594 at 6%; with 50% employer match about $188,594 at 4% or $125,730 at 6%; with 100% employer match about $141,446 at 4% or $94,297 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-9$1,194,743$101,841$11,316iApproximate average salary by contribution assumption: employee only about $282,892 at 4% or $188,594 at 6%; with 50% employer match about $188,594 at 4% or $125,730 at 6%; with 100% employer match about $141,446 at 4% or $94,297 at 6%.
201319$1,079,234$95,080$10,564iApproximate average salary by contribution assumption: employee only about $264,111 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-9$1,079,234$95,080$10,564iApproximate average salary by contribution assumption: employee only about $264,111 at 4% or $176,074 at 6%; with 50% employer match about $176,074 at 4% or $117,383 at 6%; with 100% employer match about $132,056 at 4% or $88,037 at 6%.
201219$892,690$78,156$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-9$892,690$78,156$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
201118$748,720$764,872$95,609iApproximate average salary by contribution assumption: employee only about $2,390,225 at 4% or $1,593,483 at 6%; with 50% employer match about $1,593,483 at 4% or $1,062,322 at 6%; with 100% employer match about $1,195,113 at 4% or $796,742 at 6%.
Faulkner, Hoffman & Phillips Retirement Plan-8$748,720$764,872$95,609iApproximate average salary by contribution assumption: employee only about $2,390,225 at 4% or $1,593,483 at 6%; with 50% employer match about $1,593,483 at 4% or $1,062,322 at 6%; with 100% employer match about $1,195,113 at 4% or $796,742 at 6%.