Civic Intelligence

Phillips, Goldman & Spence, P.A.

Plan context: Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust

EIN 51-0328786 • Wilmington, DE • 26 filings • 5 plans

1200 N. Broom StreetWilmington, DE 19806
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$7,083,145

2024 Contributions

$184,724

Historical Graphs

Total Assets Over Time

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

$7,083,145$3,541,573$0199920132024YearValue
$7,083,145Latest year 2024

Participants Over Time

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

52260199920122024YearValue
22Latest 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
2024122$7,083,145$184,724$8,397iApproximate average salary by contribution assumption: employee only about $209,914 at 4% or $139,942 at 6%; with 50% employer match about $139,942 at 4% or $93,295 at 6%; with 100% employer match about $104,957 at 4% or $69,971 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-22$7,083,145$184,724$8,397iApproximate average salary by contribution assumption: employee only about $209,914 at 4% or $139,942 at 6%; with 50% employer match about $139,942 at 4% or $93,295 at 6%; with 100% employer match about $104,957 at 4% or $69,971 at 6%.
2023137$6,176,871$178,885$4,835iApproximate average salary by contribution assumption: employee only about $120,868 at 4% or $80,579 at 6%; with 50% employer match about $80,579 at 4% or $53,719 at 6%; with 100% employer match about $60,434 at 4% or $40,289 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-37$6,176,871$178,885$4,835iApproximate average salary by contribution assumption: employee only about $120,868 at 4% or $80,579 at 6%; with 50% employer match about $80,579 at 4% or $53,719 at 6%; with 100% employer match about $60,434 at 4% or $40,289 at 6%.
2022138$5,167,913$200,701$5,282iApproximate average salary by contribution assumption: employee only about $132,040 at 4% or $88,027 at 6%; with 50% employer match about $88,027 at 4% or $58,685 at 6%; with 100% employer match about $66,020 at 4% or $44,013 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-38$5,167,913$200,701$5,282iApproximate average salary by contribution assumption: employee only about $132,040 at 4% or $88,027 at 6%; with 50% employer match about $88,027 at 4% or $58,685 at 6%; with 100% employer match about $66,020 at 4% or $44,013 at 6%.
2021143$6,956,193$251,847$5,857iApproximate average salary by contribution assumption: employee only about $146,423 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,211 at 4% or $48,808 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-43$6,956,193$251,847$5,857iApproximate average salary by contribution assumption: employee only about $146,423 at 4% or $97,615 at 6%; with 50% employer match about $97,615 at 4% or $65,077 at 6%; with 100% employer match about $73,211 at 4% or $48,808 at 6%.
2020143$5,948,082$201,120$4,677iApproximate average salary by contribution assumption: employee only about $116,930 at 4% or $77,953 at 6%; with 50% employer match about $77,953 at 4% or $51,969 at 6%; with 100% employer match about $58,465 at 4% or $38,977 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-43$5,948,082$201,120$4,677iApproximate average salary by contribution assumption: employee only about $116,930 at 4% or $77,953 at 6%; with 50% employer match about $77,953 at 4% or $51,969 at 6%; with 100% employer match about $58,465 at 4% or $38,977 at 6%.
2019142$5,912,950$197,694$4,707iApproximate average salary by contribution assumption: employee only about $117,675 at 4% or $78,450 at 6%; with 50% employer match about $78,450 at 4% or $52,300 at 6%; with 100% employer match about $58,838 at 4% or $39,225 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-42$5,912,950$197,694$4,707iApproximate average salary by contribution assumption: employee only about $117,675 at 4% or $78,450 at 6%; with 50% employer match about $78,450 at 4% or $52,300 at 6%; with 100% employer match about $58,838 at 4% or $39,225 at 6%.
2018140$4,625,255$173,337$4,333iApproximate average salary by contribution assumption: employee only about $108,336 at 4% or $72,224 at 6%; with 50% employer match about $72,224 at 4% or $48,149 at 6%; with 100% employer match about $54,168 at 4% or $36,112 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-40$4,625,255$173,337$4,333iApproximate average salary by contribution assumption: employee only about $108,336 at 4% or $72,224 at 6%; with 50% employer match about $72,224 at 4% or $48,149 at 6%; with 100% employer match about $54,168 at 4% or $36,112 at 6%.
2017142$5,048,225$186,781$4,447iApproximate average salary by contribution assumption: employee only about $111,179 at 4% or $74,119 at 6%; with 50% employer match about $74,119 at 4% or $49,413 at 6%; with 100% employer match about $55,590 at 4% or $37,060 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-42$5,048,225$186,781$4,447iApproximate average salary by contribution assumption: employee only about $111,179 at 4% or $74,119 at 6%; with 50% employer match about $74,119 at 4% or $49,413 at 6%; with 100% employer match about $55,590 at 4% or $37,060 at 6%.
2016146$4,273,090$251,041$5,457iApproximate average salary by contribution assumption: employee only about $136,435 at 4% or $90,957 at 6%; with 50% employer match about $90,957 at 4% or $60,638 at 6%; with 100% employer match about $68,218 at 4% or $45,478 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-46$4,273,090$251,041$5,457iApproximate average salary by contribution assumption: employee only about $136,435 at 4% or $90,957 at 6%; with 50% employer match about $90,957 at 4% or $60,638 at 6%; with 100% employer match about $68,218 at 4% or $45,478 at 6%.
2015150$4,743,148$227,899$4,558iApproximate average salary by contribution assumption: employee only about $113,949 at 4% or $75,966 at 6%; with 50% employer match about $75,966 at 4% or $50,644 at 6%; with 100% employer match about $56,975 at 4% or $37,983 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-50$4,743,148$227,899$4,558iApproximate average salary by contribution assumption: employee only about $113,949 at 4% or $75,966 at 6%; with 50% employer match about $75,966 at 4% or $50,644 at 6%; with 100% employer match about $56,975 at 4% or $37,983 at 6%.
2014149$4,869,596$212,866$4,344iApproximate average salary by contribution assumption: employee only about $108,605 at 4% or $72,403 at 6%; with 50% employer match about $72,403 at 4% or $48,269 at 6%; with 100% employer match about $54,303 at 4% or $36,202 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-49$4,869,596$212,866$4,344iApproximate average salary by contribution assumption: employee only about $108,605 at 4% or $72,403 at 6%; with 50% employer match about $72,403 at 4% or $48,269 at 6%; with 100% employer match about $54,303 at 4% or $36,202 at 6%.
2013149$4,418,228$236,690$4,830iApproximate average salary by contribution assumption: employee only about $120,760 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-49$4,418,228$236,690$4,830iApproximate average salary by contribution assumption: employee only about $120,760 at 4% or $80,507 at 6%; with 50% employer match about $80,507 at 4% or $53,671 at 6%; with 100% employer match about $60,380 at 4% or $40,253 at 6%.
2012152$3,676,162$220,249$4,236iApproximate average salary by contribution assumption: employee only about $105,889 at 4% or $70,593 at 6%; with 50% employer match about $70,593 at 4% or $47,062 at 6%; with 100% employer match about $52,944 at 4% or $35,296 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-52$3,676,162$220,249$4,236iApproximate average salary by contribution assumption: employee only about $105,889 at 4% or $70,593 at 6%; with 50% employer match about $70,593 at 4% or $47,062 at 6%; with 100% employer match about $52,944 at 4% or $35,296 at 6%.
2011151$2,995,538$222,126$4,355iApproximate average salary by contribution assumption: employee only about $108,885 at 4% or $72,590 at 6%; with 50% employer match about $72,590 at 4% or $48,393 at 6%; with 100% employer match about $54,443 at 4% or $36,295 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-51$2,995,538$222,126$4,355iApproximate average salary by contribution assumption: employee only about $108,885 at 4% or $72,590 at 6%; with 50% employer match about $72,590 at 4% or $48,393 at 6%; with 100% employer match about $54,443 at 4% or $36,295 at 6%.
2010146$2,955,556$209,922$4,564iApproximate average salary by contribution assumption: employee only about $114,088 at 4% or $76,059 at 6%; with 50% employer match about $76,059 at 4% or $50,706 at 6%; with 100% employer match about $57,044 at 4% or $38,029 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-46$2,955,556$209,922$4,564iApproximate average salary by contribution assumption: employee only about $114,088 at 4% or $76,059 at 6%; with 50% employer match about $76,059 at 4% or $50,706 at 6%; with 100% employer match about $57,044 at 4% or $38,029 at 6%.
2009149$2,419,604$239,328$4,884iApproximate average salary by contribution assumption: employee only about $122,106 at 4% or $81,404 at 6%; with 50% employer match about $81,404 at 4% or $54,269 at 6%; with 100% employer match about $61,053 at 4% or $40,702 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-49$2,419,604$239,328$4,884iApproximate average salary by contribution assumption: employee only about $122,106 at 4% or $81,404 at 6%; with 50% employer match about $81,404 at 4% or $54,269 at 6%; with 100% employer match about $61,053 at 4% or $40,702 at 6%.
2008131$0$0-
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-31---
2007130$0$0-
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-30---
2006129$1,769,567$89,712$3,094iApproximate average salary by contribution assumption: employee only about $77,338 at 4% or $51,559 at 6%; with 50% employer match about $51,559 at 4% or $34,372 at 6%; with 100% employer match about $38,669 at 4% or $25,779 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-29$1,769,567$89,712$3,094iApproximate average salary by contribution assumption: employee only about $77,338 at 4% or $51,559 at 6%; with 50% employer match about $51,559 at 4% or $34,372 at 6%; with 100% employer match about $38,669 at 4% or $25,779 at 6%.
2005127$1,517,529$72,529$2,686iApproximate average salary by contribution assumption: employee only about $67,156 at 4% or $44,771 at 6%; with 50% employer match about $44,771 at 4% or $29,847 at 6%; with 100% employer match about $33,578 at 4% or $22,385 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-27$1,517,529$72,529$2,686iApproximate average salary by contribution assumption: employee only about $67,156 at 4% or $44,771 at 6%; with 50% employer match about $44,771 at 4% or $29,847 at 6%; with 100% employer match about $33,578 at 4% or $22,385 at 6%.
2004125$1,321,548$61,801$2,472iApproximate average salary by contribution assumption: employee only about $61,801 at 4% or $41,201 at 6%; with 50% employer match about $41,201 at 4% or $27,467 at 6%; with 100% employer match about $30,901 at 4% or $20,600 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-25$1,321,548$61,801$2,472iApproximate average salary by contribution assumption: employee only about $61,801 at 4% or $41,201 at 6%; with 50% employer match about $41,201 at 4% or $27,467 at 6%; with 100% employer match about $30,901 at 4% or $20,600 at 6%.
2003129$1,141,208$40,933$1,411iApproximate average salary by contribution assumption: employee only about $35,287 at 4% or $23,525 at 6%; with 50% employer match about $23,525 at 4% or $15,683 at 6%; with 100% employer match about $17,644 at 4% or $11,762 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-29$1,141,208$40,933$1,411iApproximate average salary by contribution assumption: employee only about $35,287 at 4% or $23,525 at 6%; with 50% employer match about $23,525 at 4% or $15,683 at 6%; with 100% employer match about $17,644 at 4% or $11,762 at 6%.
2002125$918,673$58,979$2,359iApproximate average salary by contribution assumption: employee only about $58,979 at 4% or $39,319 at 6%; with 50% employer match about $39,319 at 4% or $26,213 at 6%; with 100% employer match about $29,489 at 4% or $19,660 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-25$918,673$58,979$2,359iApproximate average salary by contribution assumption: employee only about $58,979 at 4% or $39,319 at 6%; with 50% employer match about $39,319 at 4% or $26,213 at 6%; with 100% employer match about $29,489 at 4% or $19,660 at 6%.
2001125$0$0-
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-25---
2000117$1,028,304$111,050$6,532iApproximate average salary by contribution assumption: employee only about $163,309 at 4% or $108,873 at 6%; with 50% employer match about $108,873 at 4% or $72,582 at 6%; with 100% employer match about $81,654 at 4% or $54,436 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-17$1,028,304$111,050$6,532iApproximate average salary by contribution assumption: employee only about $163,309 at 4% or $108,873 at 6%; with 50% employer match about $108,873 at 4% or $72,582 at 6%; with 100% employer match about $81,654 at 4% or $54,436 at 6%.
1999116$1,026,510$88,393$5,525iApproximate average salary by contribution assumption: employee only about $138,114 at 4% or $92,076 at 6%; with 50% employer match about $92,076 at 4% or $61,384 at 6%; with 100% employer match about $69,057 at 4% or $46,038 at 6%.
Phillips, Goldman & Spence, P.A. 401 Profit Sharing Plan and Trust-16$1,026,510$88,393$5,525iApproximate average salary by contribution assumption: employee only about $138,114 at 4% or $92,076 at 6%; with 50% employer match about $92,076 at 4% or $61,384 at 6%; with 100% employer match about $69,057 at 4% or $46,038 at 6%.