Current Snapshot
Latest Year
2024
2024 Participants
313
2024 Assets
$27,429,185
2024 Contributions
$7,295,904
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 313 | $27,429,185 | $7,295,904 | $23,310iApproximate average salary by contribution assumption: employee only about $582,740 at 4% or $388,493 at 6%; with 50% employer match about $388,493 at 4% or $258,996 at 6%; with 100% employer match about $291,370 at 4% or $194,247 at 6%. |
| Phdata 401(K) Plan | - | 313 | $27,429,185 | $7,295,904 | $23,310iApproximate average salary by contribution assumption: employee only about $582,740 at 4% or $388,493 at 6%; with 50% employer match about $388,493 at 4% or $258,996 at 6%; with 100% employer match about $291,370 at 4% or $194,247 at 6%. |
| 2023 | 1 | 314 | $20,032,707 | $6,243,500 | $19,884iApproximate average salary by contribution assumption: employee only about $497,094 at 4% or $331,396 at 6%; with 50% employer match about $331,396 at 4% or $220,931 at 6%; with 100% employer match about $248,547 at 4% or $165,698 at 6%. |
| Phdata 401(K) Plan | - | 314 | $20,032,707 | $6,243,500 | $19,884iApproximate average salary by contribution assumption: employee only about $497,094 at 4% or $331,396 at 6%; with 50% employer match about $331,396 at 4% or $220,931 at 6%; with 100% employer match about $248,547 at 4% or $165,698 at 6%. |
| 2022 | 1 | 248 | $11,971,072 | $4,960,205 | $20,001iApproximate average salary by contribution assumption: employee only about $500,021 at 4% or $333,347 at 6%; with 50% employer match about $333,347 at 4% or $222,231 at 6%; with 100% employer match about $250,010 at 4% or $166,674 at 6%. |
| Phdata 401(K) Plan | - | 248 | $11,971,072 | $4,960,205 | $20,001iApproximate average salary by contribution assumption: employee only about $500,021 at 4% or $333,347 at 6%; with 50% employer match about $333,347 at 4% or $222,231 at 6%; with 100% employer match about $250,010 at 4% or $166,674 at 6%. |
| 2021 | 1 | 209 | $9,502,199 | $4,075,568 | $19,500iApproximate average salary by contribution assumption: employee only about $487,508 at 4% or $325,005 at 6%; with 50% employer match about $325,005 at 4% or $216,670 at 6%; with 100% employer match about $243,754 at 4% or $162,503 at 6%. |
| Phdata 401(K) Plan | - | 209 | $9,502,199 | $4,075,568 | $19,500iApproximate average salary by contribution assumption: employee only about $487,508 at 4% or $325,005 at 6%; with 50% employer match about $325,005 at 4% or $216,670 at 6%; with 100% employer match about $243,754 at 4% or $162,503 at 6%. |
| 2020 | 1 | 100 | $5,001,330 | $2,022,402 | $20,224iApproximate average salary by contribution assumption: employee only about $505,601 at 4% or $337,067 at 6%; with 50% employer match about $337,067 at 4% or $224,711 at 6%; with 100% employer match about $252,800 at 4% or $168,534 at 6%. |
| Phdata 401(K) Plan | - | 100 | $5,001,330 | $2,022,402 | $20,224iApproximate average salary by contribution assumption: employee only about $505,601 at 4% or $337,067 at 6%; with 50% employer match about $337,067 at 4% or $224,711 at 6%; with 100% employer match about $252,800 at 4% or $168,534 at 6%. |
| 2019 | 1 | 92 | $2,408,455 | $1,511,020 | $16,424iApproximate average salary by contribution assumption: employee only about $410,603 at 4% or $273,736 at 6%; with 50% employer match about $273,736 at 4% or $182,490 at 6%; with 100% employer match about $205,302 at 4% or $136,868 at 6%. |
| Phdata 401(K) Plan | - | 92 | $2,408,455 | $1,511,020 | $16,424iApproximate average salary by contribution assumption: employee only about $410,603 at 4% or $273,736 at 6%; with 50% employer match about $273,736 at 4% or $182,490 at 6%; with 100% employer match about $205,302 at 4% or $136,868 at 6%. |
| 2018 | 1 | 63 | $740,165 | $799,024 | $12,683iApproximate average salary by contribution assumption: employee only about $317,073 at 4% or $211,382 at 6%; with 50% employer match about $211,382 at 4% or $140,921 at 6%; with 100% employer match about $158,537 at 4% or $105,691 at 6%. |
| Phdata 401(K) Plan | - | 63 | $740,165 | $799,024 | $12,683iApproximate average salary by contribution assumption: employee only about $317,073 at 4% or $211,382 at 6%; with 50% employer match about $211,382 at 4% or $140,921 at 6%; with 100% employer match about $158,537 at 4% or $105,691 at 6%. |