Phase II Investments
Plan context: Phase II Investments Profit Sharing Pension Plan and Trust
EIN 46-5616091 • Seminole, FL • 6 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$695,230
2019 Contributions
$1,018,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $695,230 | $0 | - |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 1 | $695,230 | - | - |
| 2018 | 1 | 1 | $737,820 | $0 | - |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 1 | $737,820 | - | - |
| 2017 | 1 | 0 | $895,992 | $0 | - |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 0 | $895,992 | - | - |
| 2016 | 1 | 0 | $993,932 | $0 | - |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 0 | $993,932 | - | - |
| 2015 | 1 | 1 | $1,051,518 | $0 | - |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 1 | $1,051,518 | - | - |
| 2014 | 1 | 1 | $1,094,979 | $1,018,000 | $1,018,000iApproximate average salary by contribution assumption: employee only about $25,450,000 at 4% or $16,966,667 at 6%; with 50% employer match about $16,966,667 at 4% or $11,311,111 at 6%; with 100% employer match about $12,725,000 at 4% or $8,483,333 at 6%. |
| Phase II Investments Profit Sharing Pension Plan and Trust | - | 1 | $1,094,979 | $1,018,000 | $1,018,000iApproximate average salary by contribution assumption: employee only about $25,450,000 at 4% or $16,966,667 at 6%; with 50% employer match about $16,966,667 at 4% or $11,311,111 at 6%; with 100% employer match about $12,725,000 at 4% or $8,483,333 at 6%. |