Civic Intelligence

Phillips Burgess PLLC

Plan context: Phillips Burgess PLLC 401(K) Plan

EIN 45-3569683 • Olympia, WA • 12 filings • 2 plans

111-21st Ave SWOlympia, WA 98501
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$1,244,313

2023 Contributions

$5,556

Historical Graphs

Total Assets Over Time

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

$1,323,129$661,565$0201220172022YearValue
$1,244,313Latest year 2022

Participants Over Time

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

26130201220172022YearValue
19Latest year 2022

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
202310$0$5,556-
Phillips Burgess PLLC 401(K) Plan-0$0$5,556-
2022119$1,244,313$188,573$9,925iApproximate average salary by contribution assumption: employee only about $248,122 at 4% or $165,415 at 6%; with 50% employer match about $165,415 at 4% or $110,277 at 6%; with 100% employer match about $124,061 at 4% or $82,707 at 6%.
Phillips Burgess PLLC 401(K) Plan-19$1,244,313$188,573$9,925iApproximate average salary by contribution assumption: employee only about $248,122 at 4% or $165,415 at 6%; with 50% employer match about $165,415 at 4% or $110,277 at 6%; with 100% employer match about $124,061 at 4% or $82,707 at 6%.
2021119$1,323,129$161,156$8,482iApproximate average salary by contribution assumption: employee only about $212,047 at 4% or $141,365 at 6%; with 50% employer match about $141,365 at 4% or $94,243 at 6%; with 100% employer match about $106,024 at 4% or $70,682 at 6%.
Phillips Burgess PLLC 401(K) Plan-19$1,323,129$161,156$8,482iApproximate average salary by contribution assumption: employee only about $212,047 at 4% or $141,365 at 6%; with 50% employer match about $141,365 at 4% or $94,243 at 6%; with 100% employer match about $106,024 at 4% or $70,682 at 6%.
2020126$1,087,182$153,241$5,894iApproximate average salary by contribution assumption: employee only about $147,347 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,488 at 6%; with 100% employer match about $73,674 at 4% or $49,116 at 6%.
Phillips Burgess PLLC 401(K) Plan-26$1,087,182$153,241$5,894iApproximate average salary by contribution assumption: employee only about $147,347 at 4% or $98,231 at 6%; with 50% employer match about $98,231 at 4% or $65,488 at 6%; with 100% employer match about $73,674 at 4% or $49,116 at 6%.
2019124$867,647$139,303$5,804iApproximate average salary by contribution assumption: employee only about $145,107 at 4% or $96,738 at 6%; with 50% employer match about $96,738 at 4% or $64,492 at 6%; with 100% employer match about $72,554 at 4% or $48,369 at 6%.
Phillips Burgess PLLC 401(K) Plan-24$867,647$139,303$5,804iApproximate average salary by contribution assumption: employee only about $145,107 at 4% or $96,738 at 6%; with 50% employer match about $96,738 at 4% or $64,492 at 6%; with 100% employer match about $72,554 at 4% or $48,369 at 6%.
2018119$601,876$172,218$9,064iApproximate average salary by contribution assumption: employee only about $226,603 at 4% or $151,068 at 6%; with 50% employer match about $151,068 at 4% or $100,712 at 6%; with 100% employer match about $113,301 at 4% or $75,534 at 6%.
Phillips Burgess PLLC 401(K) Plan-19$601,876$172,218$9,064iApproximate average salary by contribution assumption: employee only about $226,603 at 4% or $151,068 at 6%; with 50% employer match about $151,068 at 4% or $100,712 at 6%; with 100% employer match about $113,301 at 4% or $75,534 at 6%.
2017120$503,685$191,482$9,574iApproximate average salary by contribution assumption: employee only about $239,353 at 4% or $159,568 at 6%; with 50% employer match about $159,568 at 4% or $106,379 at 6%; with 100% employer match about $119,676 at 4% or $79,784 at 6%.
Phillips Burgess PLLC 401(K) Plan-20$503,685$191,482$9,574iApproximate average salary by contribution assumption: employee only about $239,353 at 4% or $159,568 at 6%; with 50% employer match about $159,568 at 4% or $106,379 at 6%; with 100% employer match about $119,676 at 4% or $79,784 at 6%.
2016117$421,357$179,344$10,550iApproximate average salary by contribution assumption: employee only about $263,741 at 4% or $175,827 at 6%; with 50% employer match about $175,827 at 4% or $117,218 at 6%; with 100% employer match about $131,871 at 4% or $87,914 at 6%.
Phillips Burgess PLLC 401(K) Plan-17$421,357$179,344$10,550iApproximate average salary by contribution assumption: employee only about $263,741 at 4% or $175,827 at 6%; with 50% employer match about $175,827 at 4% or $117,218 at 6%; with 100% employer match about $131,871 at 4% or $87,914 at 6%.
2015112$245,791$96,248$8,021iApproximate average salary by contribution assumption: employee only about $200,517 at 4% or $133,678 at 6%; with 50% employer match about $133,678 at 4% or $89,119 at 6%; with 100% employer match about $100,258 at 4% or $66,839 at 6%.
Phillips Burgess PLLC 401(K) Plan-12$245,791$96,248$8,021iApproximate average salary by contribution assumption: employee only about $200,517 at 4% or $133,678 at 6%; with 50% employer match about $133,678 at 4% or $89,119 at 6%; with 100% employer match about $100,258 at 4% or $66,839 at 6%.
2014111$238,180$102,395$9,309iApproximate average salary by contribution assumption: employee only about $232,716 at 4% or $155,144 at 6%; with 50% employer match about $155,144 at 4% or $103,429 at 6%; with 100% employer match about $116,358 at 4% or $77,572 at 6%.
Phillips Burgess PLLC 401(K) Plan-11$238,180$102,395$9,309iApproximate average salary by contribution assumption: employee only about $232,716 at 4% or $155,144 at 6%; with 50% employer match about $155,144 at 4% or $103,429 at 6%; with 100% employer match about $116,358 at 4% or $77,572 at 6%.
2013110$206,674$53,558$5,356iApproximate average salary by contribution assumption: employee only about $133,895 at 4% or $89,263 at 6%; with 50% employer match about $89,263 at 4% or $59,509 at 6%; with 100% employer match about $66,948 at 4% or $44,632 at 6%.
Phillips Burgess PLLC 401(K) Plan-10$206,674$53,558$5,356iApproximate average salary by contribution assumption: employee only about $133,895 at 4% or $89,263 at 6%; with 50% employer match about $89,263 at 4% or $59,509 at 6%; with 100% employer match about $66,948 at 4% or $44,632 at 6%.
201217$134,799$131,060$18,723iApproximate average salary by contribution assumption: employee only about $468,071 at 4% or $312,048 at 6%; with 50% employer match about $312,048 at 4% or $208,032 at 6%; with 100% employer match about $234,036 at 4% or $156,024 at 6%.
Phillips Burgess PLLC 401(K) Plan-7$134,799$131,060$18,723iApproximate average salary by contribution assumption: employee only about $468,071 at 4% or $312,048 at 6%; with 50% employer match about $312,048 at 4% or $208,032 at 6%; with 100% employer match about $234,036 at 4% or $156,024 at 6%.