Phares Financial Services Inc
Plan context: Phares Agency & Associates Inc Profit Sharing
EIN 47-0752609 • North Platte, NE • 18 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
6
2019 Assets
$215,369
2019 Contributions
$11,126
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 | 6 | $215,369 | $11,126 | $1,854iApproximate average salary by contribution assumption: employee only about $46,358 at 4% or $30,906 at 6%; with 50% employer match about $30,906 at 4% or $20,604 at 6%; with 100% employer match about $23,179 at 4% or $15,453 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $215,369 | $11,126 | $1,854iApproximate average salary by contribution assumption: employee only about $46,358 at 4% or $30,906 at 6%; with 50% employer match about $30,906 at 4% or $20,604 at 6%; with 100% employer match about $23,179 at 4% or $15,453 at 6%. |
| 2018 | 1 | 6 | $188,903 | $14,281 | $2,380iApproximate average salary by contribution assumption: employee only about $59,504 at 4% or $39,669 at 6%; with 50% employer match about $39,669 at 4% or $26,446 at 6%; with 100% employer match about $29,752 at 4% or $19,835 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $188,903 | $14,281 | $2,380iApproximate average salary by contribution assumption: employee only about $59,504 at 4% or $39,669 at 6%; with 50% employer match about $39,669 at 4% or $26,446 at 6%; with 100% employer match about $29,752 at 4% or $19,835 at 6%. |
| 2017 | 1 | 6 | $288,998 | $18,727 | $3,121iApproximate average salary by contribution assumption: employee only about $78,029 at 4% or $52,019 at 6%; with 50% employer match about $52,019 at 4% or $34,680 at 6%; with 100% employer match about $39,015 at 4% or $26,010 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $288,998 | $18,727 | $3,121iApproximate average salary by contribution assumption: employee only about $78,029 at 4% or $52,019 at 6%; with 50% employer match about $52,019 at 4% or $34,680 at 6%; with 100% employer match about $39,015 at 4% or $26,010 at 6%. |
| 2016 | 1 | 7 | $322,516 | $21,225 | $3,032iApproximate average salary by contribution assumption: employee only about $75,804 at 4% or $50,536 at 6%; with 50% employer match about $50,536 at 4% or $33,690 at 6%; with 100% employer match about $37,902 at 4% or $25,268 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $322,516 | $21,225 | $3,032iApproximate average salary by contribution assumption: employee only about $75,804 at 4% or $50,536 at 6%; with 50% employer match about $50,536 at 4% or $33,690 at 6%; with 100% employer match about $37,902 at 4% or $25,268 at 6%. |
| 2015 | 1 | 7 | $349,132 | $17,379 | $2,483iApproximate average salary by contribution assumption: employee only about $62,068 at 4% or $41,379 at 6%; with 50% employer match about $41,379 at 4% or $27,586 at 6%; with 100% employer match about $31,034 at 4% or $20,689 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $349,132 | $17,379 | $2,483iApproximate average salary by contribution assumption: employee only about $62,068 at 4% or $41,379 at 6%; with 50% employer match about $41,379 at 4% or $27,586 at 6%; with 100% employer match about $31,034 at 4% or $20,689 at 6%. |
| 2014 | 1 | 7 | $397,740 | $23,167 | $3,310iApproximate average salary by contribution assumption: employee only about $82,739 at 4% or $55,160 at 6%; with 50% employer match about $55,160 at 4% or $36,773 at 6%; with 100% employer match about $41,370 at 4% or $27,580 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $397,740 | $23,167 | $3,310iApproximate average salary by contribution assumption: employee only about $82,739 at 4% or $55,160 at 6%; with 50% employer match about $55,160 at 4% or $36,773 at 6%; with 100% employer match about $41,370 at 4% or $27,580 at 6%. |
| 2012 | 1 | 6 | $276,568 | $18,627 | $3,105iApproximate average salary by contribution assumption: employee only about $77,613 at 4% or $51,742 at 6%; with 50% employer match about $51,742 at 4% or $34,494 at 6%; with 100% employer match about $38,806 at 4% or $25,871 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $276,568 | $18,627 | $3,105iApproximate average salary by contribution assumption: employee only about $77,613 at 4% or $51,742 at 6%; with 50% employer match about $51,742 at 4% or $34,494 at 6%; with 100% employer match about $38,806 at 4% or $25,871 at 6%. |
| 2011 | 1 | 6 | $246,085 | $17,405 | $2,901iApproximate average salary by contribution assumption: employee only about $72,521 at 4% or $48,347 at 6%; with 50% employer match about $48,347 at 4% or $32,231 at 6%; with 100% employer match about $36,260 at 4% or $24,174 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $246,085 | $17,405 | $2,901iApproximate average salary by contribution assumption: employee only about $72,521 at 4% or $48,347 at 6%; with 50% employer match about $48,347 at 4% or $32,231 at 6%; with 100% employer match about $36,260 at 4% or $24,174 at 6%. |
| 2010 | 1 | 6 | $262,795 | $21,924 | $3,654iApproximate average salary by contribution assumption: employee only about $91,350 at 4% or $60,900 at 6%; with 50% employer match about $60,900 at 4% or $40,600 at 6%; with 100% employer match about $45,675 at 4% or $30,450 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $262,795 | $21,924 | $3,654iApproximate average salary by contribution assumption: employee only about $91,350 at 4% or $60,900 at 6%; with 50% employer match about $60,900 at 4% or $40,600 at 6%; with 100% employer match about $45,675 at 4% or $30,450 at 6%. |
| 2009 | 1 | 6 | $199,784 | $3,724 | $621iApproximate average salary by contribution assumption: employee only about $15,517 at 4% or $10,344 at 6%; with 50% employer match about $10,344 at 4% or $6,896 at 6%; with 100% employer match about $7,758 at 4% or $5,172 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 6 | $199,784 | $3,724 | $621iApproximate average salary by contribution assumption: employee only about $15,517 at 4% or $10,344 at 6%; with 50% employer match about $10,344 at 4% or $6,896 at 6%; with 100% employer match about $7,758 at 4% or $5,172 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | - | - | - |
| 2007 | 1 | 5 | $0 | $0 | - |
| Phares Agency & Associates Inc Profit Sharing | - | 5 | - | - | - |
| 2006 | 1 | 7 | $162,033 | $22,345 | $3,192iApproximate average salary by contribution assumption: employee only about $79,804 at 4% or $53,202 at 6%; with 50% employer match about $53,202 at 4% or $35,468 at 6%; with 100% employer match about $39,902 at 4% or $26,601 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $162,033 | $22,345 | $3,192iApproximate average salary by contribution assumption: employee only about $79,804 at 4% or $53,202 at 6%; with 50% employer match about $53,202 at 4% or $35,468 at 6%; with 100% employer match about $39,902 at 4% or $26,601 at 6%. |
| 2004 | 1 | 7 | $113,457 | $19,922 | $2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $113,457 | $19,922 | $2,846iApproximate average salary by contribution assumption: employee only about $71,150 at 4% or $47,433 at 6%; with 50% employer match about $47,433 at 4% or $31,622 at 6%; with 100% employer match about $35,575 at 4% or $23,717 at 6%. |
| 2003 | 1 | 7 | $80,651 | $26,655 | $3,808iApproximate average salary by contribution assumption: employee only about $95,196 at 4% or $63,464 at 6%; with 50% employer match about $63,464 at 4% or $42,310 at 6%; with 100% employer match about $47,598 at 4% or $31,732 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $80,651 | $26,655 | $3,808iApproximate average salary by contribution assumption: employee only about $95,196 at 4% or $63,464 at 6%; with 50% employer match about $63,464 at 4% or $42,310 at 6%; with 100% employer match about $47,598 at 4% or $31,732 at 6%. |
| 2002 | 1 | 7 | $39,460 | $24,821 | $3,546iApproximate average salary by contribution assumption: employee only about $88,646 at 4% or $59,098 at 6%; with 50% employer match about $59,098 at 4% or $39,398 at 6%; with 100% employer match about $44,323 at 4% or $29,549 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | $39,460 | $24,821 | $3,546iApproximate average salary by contribution assumption: employee only about $88,646 at 4% or $59,098 at 6%; with 50% employer match about $59,098 at 4% or $39,398 at 6%; with 100% employer match about $44,323 at 4% or $29,549 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Phares Agency & Associates Inc Profit Sharing | - | 7 | - | - | - |
| 2000 | 1 | 8 | $277,728 | $18,730 | $2,341iApproximate average salary by contribution assumption: employee only about $58,531 at 4% or $39,021 at 6%; with 50% employer match about $39,021 at 4% or $26,014 at 6%; with 100% employer match about $29,266 at 4% or $19,510 at 6%. |
| Phares Agency & Associates Inc Profit Sharing | - | 8 | $277,728 | $18,730 | $2,341iApproximate average salary by contribution assumption: employee only about $58,531 at 4% or $39,021 at 6%; with 50% employer match about $39,021 at 4% or $26,014 at 6%; with 100% employer match about $29,266 at 4% or $19,510 at 6%. |