Civic Intelligence

Phoenix Tree Educational Found

Plan context: Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust

EIN 46-1337013 • Ocoee, FL • 8 filings • 2 plans

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449 W Silver Star Rd # 190Ocoee, FL 34761-8008
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$58,180

2024 Contributions

$19,319

Historical Graphs

Total Assets Over Time

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

$58,180$29,090$0201620212024YearValue
$58,180Latest year 2024

Participants Over Time

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

41210201620212024YearValue
41Latest 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
2024141$58,180$19,319$471iApproximate average salary by contribution assumption: employee only about $11,780 at 4% or $7,853 at 6%; with 50% employer match about $7,853 at 4% or $5,236 at 6%; with 100% employer match about $5,890 at 4% or $3,927 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-41$58,180$19,319$471iApproximate average salary by contribution assumption: employee only about $11,780 at 4% or $7,853 at 6%; with 50% employer match about $7,853 at 4% or $5,236 at 6%; with 100% employer match about $5,890 at 4% or $3,927 at 6%.
2023137$46,113$13,835$374iApproximate average salary by contribution assumption: employee only about $9,348 at 4% or $6,232 at 6%; with 50% employer match about $6,232 at 4% or $4,155 at 6%; with 100% employer match about $4,674 at 4% or $3,116 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-37$46,113$13,835$374iApproximate average salary by contribution assumption: employee only about $9,348 at 4% or $6,232 at 6%; with 50% employer match about $6,232 at 4% or $4,155 at 6%; with 100% employer match about $4,674 at 4% or $3,116 at 6%.
2022130$33,472$6,649$222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,770 at 4% or $1,847 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-30$33,472$6,649$222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,770 at 4% or $1,847 at 6%.
2021127$32,466$3,116$115iApproximate average salary by contribution assumption: employee only about $2,885 at 4% or $1,923 at 6%; with 50% employer match about $1,923 at 4% or $1,282 at 6%; with 100% employer match about $1,443 at 4% or $962 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-27$32,466$3,116$115iApproximate average salary by contribution assumption: employee only about $2,885 at 4% or $1,923 at 6%; with 50% employer match about $1,923 at 4% or $1,282 at 6%; with 100% employer match about $1,443 at 4% or $962 at 6%.
2020124$26,107$4,328$180iApproximate average salary by contribution assumption: employee only about $4,508 at 4% or $3,006 at 6%; with 50% employer match about $3,006 at 4% or $2,004 at 6%; with 100% employer match about $2,254 at 4% or $1,503 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-24$26,107$4,328$180iApproximate average salary by contribution assumption: employee only about $4,508 at 4% or $3,006 at 6%; with 50% employer match about $3,006 at 4% or $2,004 at 6%; with 100% employer match about $2,254 at 4% or $1,503 at 6%.
2019125$20,127$7,882$315iApproximate average salary by contribution assumption: employee only about $7,882 at 4% or $5,255 at 6%; with 50% employer match about $5,255 at 4% or $3,503 at 6%; with 100% employer match about $3,941 at 4% or $2,627 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-25$20,127$7,882$315iApproximate average salary by contribution assumption: employee only about $7,882 at 4% or $5,255 at 6%; with 50% employer match about $5,255 at 4% or $3,503 at 6%; with 100% employer match about $3,941 at 4% or $2,627 at 6%.
2018120$1,992$8,738$437iApproximate average salary by contribution assumption: employee only about $10,923 at 4% or $7,282 at 6%; with 50% employer match about $7,282 at 4% or $4,854 at 6%; with 100% employer match about $5,461 at 4% or $3,641 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-20$1,992$8,738$437iApproximate average salary by contribution assumption: employee only about $10,923 at 4% or $7,282 at 6%; with 50% employer match about $7,282 at 4% or $4,854 at 6%; with 100% employer match about $5,461 at 4% or $3,641 at 6%.
2016111$2,108$2,085$190iApproximate average salary by contribution assumption: employee only about $4,739 at 4% or $3,159 at 6%; with 50% employer match about $3,159 at 4% or $2,106 at 6%; with 100% employer match about $2,369 at 4% or $1,580 at 6%.
Phoenix Tree Educational Found 401(K) Profit Sharing Plan & Trust-11$2,108$2,085$190iApproximate average salary by contribution assumption: employee only about $4,739 at 4% or $3,159 at 6%; with 50% employer match about $3,159 at 4% or $2,106 at 6%; with 100% employer match about $2,369 at 4% or $1,580 at 6%.