Civic Intelligence

Phillips and Company Advisors LLC

Plan context: Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust

EIN 45-3709458 • Portland, OR • 11 filings • 3 plans

1300 SW 5th Ave., Ste 2100Portland, OR 97201-5608
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$11,708,721

2024 Contributions

$297,112

Historical Graphs

Total Assets Over Time

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

$11,708,721$5,854,361$0201420192024YearValue
$11,708,721Latest year 2024

Participants Over Time

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

49250201420192024YearValue
24Latest 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
2024124$11,708,721$297,112$12,380iApproximate average salary by contribution assumption: employee only about $309,492 at 4% or $206,328 at 6%; with 50% employer match about $206,328 at 4% or $137,552 at 6%; with 100% employer match about $154,746 at 4% or $103,164 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-24$11,708,721$297,112$12,380iApproximate average salary by contribution assumption: employee only about $309,492 at 4% or $206,328 at 6%; with 50% employer match about $206,328 at 4% or $137,552 at 6%; with 100% employer match about $154,746 at 4% or $103,164 at 6%.
2023122$9,962,863$267,511$12,160iApproximate average salary by contribution assumption: employee only about $303,990 at 4% or $202,660 at 6%; with 50% employer match about $202,660 at 4% or $135,107 at 6%; with 100% employer match about $151,995 at 4% or $101,330 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-22$9,962,863$267,511$12,160iApproximate average salary by contribution assumption: employee only about $303,990 at 4% or $202,660 at 6%; with 50% employer match about $202,660 at 4% or $135,107 at 6%; with 100% employer match about $151,995 at 4% or $101,330 at 6%.
2022121$8,341,936$276,469$13,165iApproximate average salary by contribution assumption: employee only about $329,130 at 4% or $219,420 at 6%; with 50% employer match about $219,420 at 4% or $146,280 at 6%; with 100% employer match about $164,565 at 4% or $109,710 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-21$8,341,936$276,469$13,165iApproximate average salary by contribution assumption: employee only about $329,130 at 4% or $219,420 at 6%; with 50% employer match about $219,420 at 4% or $146,280 at 6%; with 100% employer match about $164,565 at 4% or $109,710 at 6%.
2021119$9,856,333$280,067$14,740iApproximate average salary by contribution assumption: employee only about $368,509 at 4% or $245,673 at 6%; with 50% employer match about $245,673 at 4% or $163,782 at 6%; with 100% employer match about $184,255 at 4% or $122,836 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-19$9,856,333$280,067$14,740iApproximate average salary by contribution assumption: employee only about $368,509 at 4% or $245,673 at 6%; with 50% employer match about $245,673 at 4% or $163,782 at 6%; with 100% employer match about $184,255 at 4% or $122,836 at 6%.
2020118$8,498,225$293,073$16,282iApproximate average salary by contribution assumption: employee only about $407,046 at 4% or $271,364 at 6%; with 50% employer match about $271,364 at 4% or $180,909 at 6%; with 100% employer match about $203,523 at 4% or $135,682 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-18$8,498,225$293,073$16,282iApproximate average salary by contribution assumption: employee only about $407,046 at 4% or $271,364 at 6%; with 50% employer match about $271,364 at 4% or $180,909 at 6%; with 100% employer match about $203,523 at 4% or $135,682 at 6%.
2019117$6,854,832$263,738$15,514iApproximate average salary by contribution assumption: employee only about $387,850 at 4% or $258,567 at 6%; with 50% employer match about $258,567 at 4% or $172,378 at 6%; with 100% employer match about $193,925 at 4% or $129,283 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-17$6,854,832$263,738$15,514iApproximate average salary by contribution assumption: employee only about $387,850 at 4% or $258,567 at 6%; with 50% employer match about $258,567 at 4% or $172,378 at 6%; with 100% employer match about $193,925 at 4% or $129,283 at 6%.
2018139$5,341,669$219,104$5,618iApproximate average salary by contribution assumption: employee only about $140,451 at 4% or $93,634 at 6%; with 50% employer match about $93,634 at 4% or $62,423 at 6%; with 100% employer match about $70,226 at 4% or $46,817 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-39$5,341,669$219,104$5,618iApproximate average salary by contribution assumption: employee only about $140,451 at 4% or $93,634 at 6%; with 50% employer match about $93,634 at 4% or $62,423 at 6%; with 100% employer match about $70,226 at 4% or $46,817 at 6%.
2017143$5,504,136$234,886$5,462iApproximate average salary by contribution assumption: employee only about $136,562 at 4% or $91,041 at 6%; with 50% employer match about $91,041 at 4% or $60,694 at 6%; with 100% employer match about $68,281 at 4% or $45,521 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-43$5,504,136$234,886$5,462iApproximate average salary by contribution assumption: employee only about $136,562 at 4% or $91,041 at 6%; with 50% employer match about $91,041 at 4% or $60,694 at 6%; with 100% employer match about $68,281 at 4% or $45,521 at 6%.
2016143$4,357,829$212,300$4,937iApproximate average salary by contribution assumption: employee only about $123,430 at 4% or $82,287 at 6%; with 50% employer match about $82,287 at 4% or $54,858 at 6%; with 100% employer match about $61,715 at 4% or $41,143 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-43$4,357,829$212,300$4,937iApproximate average salary by contribution assumption: employee only about $123,430 at 4% or $82,287 at 6%; with 50% employer match about $82,287 at 4% or $54,858 at 6%; with 100% employer match about $61,715 at 4% or $41,143 at 6%.
2015146$3,884,911$240,080$5,219iApproximate average salary by contribution assumption: employee only about $130,478 at 4% or $86,986 at 6%; with 50% employer match about $86,986 at 4% or $57,990 at 6%; with 100% employer match about $65,239 at 4% or $43,493 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-46$3,884,911$240,080$5,219iApproximate average salary by contribution assumption: employee only about $130,478 at 4% or $86,986 at 6%; with 50% employer match about $86,986 at 4% or $57,990 at 6%; with 100% employer match about $65,239 at 4% or $43,493 at 6%.
2014149$3,637,902$195,397$3,988iApproximate average salary by contribution assumption: employee only about $99,692 at 4% or $66,462 at 6%; with 50% employer match about $66,462 at 4% or $44,308 at 6%; with 100% employer match about $49,846 at 4% or $33,231 at 6%.
Phillips and Company Advisors 401(K) Profit Sharing Plan and Trust-49$3,637,902$195,397$3,988iApproximate average salary by contribution assumption: employee only about $99,692 at 4% or $66,462 at 6%; with 50% employer match about $66,462 at 4% or $44,308 at 6%; with 100% employer match about $49,846 at 4% or $33,231 at 6%.