Civic Intelligence

Phi

Plan context: PHI 401K PSP

EIN 46-2383339 • City Of Industry, CA • 22 filings • 3 plans

PO Box 90096City Of Industry, CA 91715
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$10,086,505

2024 Contributions

$98,271

Historical Graphs

Total Assets Over Time

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

$10,628,338$5,314,169$0201420192024YearValue
$10,086,505Latest year 2024

Participants Over Time

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

62310201420192024YearValue
20Latest 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
2024220$10,086,505$98,271$4,914iApproximate average salary by contribution assumption: employee only about $122,839 at 4% or $81,893 at 6%; with 50% employer match about $81,893 at 4% or $54,595 at 6%; with 100% employer match about $61,419 at 4% or $40,946 at 6%.
PHI 401K PSP-20$6,817,256$98,271$4,914iApproximate average salary by contribution assumption: employee only about $122,839 at 4% or $81,893 at 6%; with 50% employer match about $81,893 at 4% or $54,595 at 6%; with 100% employer match about $61,419 at 4% or $40,946 at 6%.
Phi Employee Stock Ownership Plan-0$3,269,249--
2023228$9,846,160$97,342$3,477iApproximate average salary by contribution assumption: employee only about $86,913 at 4% or $57,942 at 6%; with 50% employer match about $57,942 at 4% or $38,628 at 6%; with 100% employer match about $43,456 at 4% or $28,971 at 6%.
PHI 401(K) PROFIT SHARING PLAN-28$7,655,857$91,292$3,260iApproximate average salary by contribution assumption: employee only about $81,511 at 4% or $54,340 at 6%; with 50% employer match about $54,340 at 4% or $36,227 at 6%; with 100% employer match about $40,755 at 4% or $27,170 at 6%.
Phi Employee Stock Ownership Plan-15$2,190,303$6,050$403iApproximate average salary by contribution assumption: employee only about $10,083 at 4% or $6,722 at 6%; with 50% employer match about $6,722 at 4% or $4,481 at 6%; with 100% employer match about $5,042 at 4% or $3,361 at 6%.
2022236$10,098,945$237,959$6,610iApproximate average salary by contribution assumption: employee only about $165,249 at 4% or $110,166 at 6%; with 50% employer match about $110,166 at 4% or $73,444 at 6%; with 100% employer match about $82,625 at 4% or $55,083 at 6%.
PHI 401(K) PROFIT SHARING PLAN-36$8,213,550$97,531$2,709iApproximate average salary by contribution assumption: employee only about $67,730 at 4% or $45,153 at 6%; with 50% employer match about $45,153 at 4% or $30,102 at 6%; with 100% employer match about $33,865 at 4% or $22,577 at 6%.
Phi Employee Stock Ownership Plan-14$1,885,395$140,428$10,031iApproximate average salary by contribution assumption: employee only about $250,764 at 4% or $167,176 at 6%; with 50% employer match about $167,176 at 4% or $111,451 at 6%; with 100% employer match about $125,382 at 4% or $83,588 at 6%.
2021235$9,930,654$71,565$2,045iApproximate average salary by contribution assumption: employee only about $51,118 at 4% or $34,079 at 6%; with 50% employer match about $34,079 at 4% or $22,719 at 6%; with 100% employer match about $25,559 at 4% or $17,039 at 6%.
PHI 401(K) PROFIT SHARING PLAN-35$7,516,838$69,565$1,988iApproximate average salary by contribution assumption: employee only about $49,689 at 4% or $33,126 at 6%; with 50% employer match about $33,126 at 4% or $22,084 at 6%; with 100% employer match about $24,845 at 4% or $16,563 at 6%.
Phi Employee Stock Ownership Plan-13$2,413,816$2,000$154iApproximate average salary by contribution assumption: employee only about $3,846 at 4% or $2,564 at 6%; with 50% employer match about $2,564 at 4% or $1,709 at 6%; with 100% employer match about $1,923 at 4% or $1,282 at 6%.
2020237$10,628,338$62,136$1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,659 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%.
PHI 401(K) PROFIT SHARING PLAN-37$8,377,734$62,136$1,679iApproximate average salary by contribution assumption: employee only about $41,984 at 4% or $27,989 at 6%; with 50% employer match about $27,989 at 4% or $18,659 at 6%; with 100% employer match about $20,992 at 4% or $13,995 at 6%.
Phi Employee Stock Ownership Plan-20$2,250,604--
2019239$9,826,716$85,182$2,184iApproximate average salary by contribution assumption: employee only about $54,604 at 4% or $36,403 at 6%; with 50% employer match about $36,403 at 4% or $24,268 at 6%; with 100% employer match about $27,302 at 4% or $18,201 at 6%.
PHI 401(K) PROFIT SHARING PLAN-39$7,576,112$85,182$2,184iApproximate average salary by contribution assumption: employee only about $54,604 at 4% or $36,403 at 6%; with 50% employer match about $36,403 at 4% or $24,268 at 6%; with 100% employer match about $27,302 at 4% or $18,201 at 6%.
Phi Employee Stock Ownership Plan-20$2,250,604--
2018242$9,271,409$102,147$2,432iApproximate average salary by contribution assumption: employee only about $60,802 at 4% or $40,535 at 6%; with 50% employer match about $40,535 at 4% or $27,023 at 6%; with 100% employer match about $30,401 at 4% or $20,267 at 6%.
PHI 401(K) PROFIT SHARING PLAN-42$7,239,810$102,147$2,432iApproximate average salary by contribution assumption: employee only about $60,802 at 4% or $40,535 at 6%; with 50% employer match about $40,535 at 4% or $27,023 at 6%; with 100% employer match about $30,401 at 4% or $20,267 at 6%.
Phi Employee Stock Ownership Plan-21$2,031,599--
2017245$9,620,092$154,974$3,444iApproximate average salary by contribution assumption: employee only about $86,097 at 4% or $57,398 at 6%; with 50% employer match about $57,398 at 4% or $38,265 at 6%; with 100% employer match about $43,048 at 4% or $28,699 at 6%.
PHI 401(K) PROFIT SHARING PLAN-45$7,588,493$102,163$2,270iApproximate average salary by contribution assumption: employee only about $56,757 at 4% or $37,838 at 6%; with 50% employer match about $37,838 at 4% or $25,225 at 6%; with 100% employer match about $28,379 at 4% or $18,919 at 6%.
Phi Employee Stock Ownership Plan-21$2,031,599$52,811$2,515iApproximate average salary by contribution assumption: employee only about $62,870 at 4% or $41,913 at 6%; with 50% employer match about $41,913 at 4% or $27,942 at 6%; with 100% employer match about $31,435 at 4% or $20,957 at 6%.
2016254$9,441,465$203,224$3,763iApproximate average salary by contribution assumption: employee only about $94,085 at 4% or $62,723 at 6%; with 50% employer match about $62,723 at 4% or $41,816 at 6%; with 100% employer match about $47,043 at 4% or $31,362 at 6%.
PHI 401(K) PROFIT SHARING PLAN-54$7,208,990$116,061$2,149iApproximate average salary by contribution assumption: employee only about $53,732 at 4% or $35,821 at 6%; with 50% employer match about $35,821 at 4% or $23,881 at 6%; with 100% employer match about $26,866 at 4% or $17,911 at 6%.
Phi Employee Stock Ownership Plan-21$2,232,475$87,163$4,151iApproximate average salary by contribution assumption: employee only about $103,765 at 4% or $69,177 at 6%; with 50% employer match about $69,177 at 4% or $46,118 at 6%; with 100% employer match about $51,883 at 4% or $34,588 at 6%.
2015256$8,264,700$131,226$2,343iApproximate average salary by contribution assumption: employee only about $58,583 at 4% or $39,055 at 6%; with 50% employer match about $39,055 at 4% or $26,037 at 6%; with 100% employer match about $29,292 at 4% or $19,528 at 6%.
PHI 401(K) PROFIT SHARING PLAN-56$6,643,441$111,774$1,996iApproximate average salary by contribution assumption: employee only about $49,899 at 4% or $33,266 at 6%; with 50% employer match about $33,266 at 4% or $22,177 at 6%; with 100% employer match about $24,950 at 4% or $16,633 at 6%.
Phi Employee Stock Ownership Plan-19$1,621,259$19,452$1,024iApproximate average salary by contribution assumption: employee only about $25,595 at 4% or $17,063 at 6%; with 50% employer match about $17,063 at 4% or $11,375 at 6%; with 100% employer match about $12,797 at 4% or $8,532 at 6%.
2014262$8,952,723$314,768$5,077iApproximate average salary by contribution assumption: employee only about $126,923 at 4% or $84,615 at 6%; with 50% employer match about $84,615 at 4% or $56,410 at 6%; with 100% employer match about $63,461 at 4% or $42,308 at 6%.
PHI 401(K) PROFIT SHARING PLAN-62$7,431,266$281,775$4,545iApproximate average salary by contribution assumption: employee only about $113,619 at 4% or $75,746 at 6%; with 50% employer match about $75,746 at 4% or $50,497 at 6%; with 100% employer match about $56,809 at 4% or $37,873 at 6%.
Phi Employee Stock Ownership Plan-19$1,521,457$32,993$1,736iApproximate average salary by contribution assumption: employee only about $43,412 at 4% or $28,941 at 6%; with 50% employer match about $28,941 at 4% or $19,294 at 6%; with 100% employer match about $21,706 at 4% or $14,471 at 6%.