Civic Intelligence

Steven Phillipson, Ph.D.

Plan context: Steven Phillipson, Ph.D. Retirement Trust

EIN 51-0595926 • New York, NY • 14 filings • 1 plans

137 East 36th StreetNew York, NY 10001
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,622,350

2024 Contributions

$160,000

Historical Graphs

Total Assets Over Time

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

$6,223,542$3,111,771$0201120182024YearValue
$5,622,350Latest year 2024

Participants Over Time

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

420201120182024YearValue
4Latest 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
202414$5,622,350$0-
Steven Phillipson, Ph.D. Retirement Trust-4$5,622,350$0-
202314$4,895,939$0-
Steven Phillipson, Ph.D. Retirement Trust-4$4,895,939$0-
202214$4,229,234$0-
Steven Phillipson, Ph.D. Retirement Trust-4$4,229,234$0-
202114$6,223,542$0-
Steven Phillipson, Ph.D. Retirement Trust-4$6,223,542$0-
202014$5,061,000$0-
Steven Phillipson, Ph.D. Retirement Trust-4$5,061,000$0-
201913$3,914,131$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-3$3,914,131$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201813$2,822,369$162,500$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-3$2,822,369$162,500$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
201713$2,433,113$162,500$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-3$2,433,113$162,500$54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%.
201613$1,975,773$166,000$55,333iApproximate average salary by contribution assumption: employee only about $1,383,333 at 4% or $922,222 at 6%; with 50% employer match about $922,222 at 4% or $614,815 at 6%; with 100% employer match about $691,667 at 4% or $461,111 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-3$1,975,773$166,000$55,333iApproximate average salary by contribution assumption: employee only about $1,383,333 at 4% or $922,222 at 6%; with 50% employer match about $922,222 at 4% or $614,815 at 6%; with 100% employer match about $691,667 at 4% or $461,111 at 6%.
201513$1,634,191$166,000$55,333iApproximate average salary by contribution assumption: employee only about $1,383,333 at 4% or $922,222 at 6%; with 50% employer match about $922,222 at 4% or $614,815 at 6%; with 100% employer match about $691,667 at 4% or $461,111 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-3$1,634,191$166,000$55,333iApproximate average salary by contribution assumption: employee only about $1,383,333 at 4% or $922,222 at 6%; with 50% employer match about $922,222 at 4% or $614,815 at 6%; with 100% employer match about $691,667 at 4% or $461,111 at 6%.
201412$1,680,007$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-2$1,680,007$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
201312$1,468,000$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-2$1,468,000$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
201212$1,075,794$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-2$1,075,794$166,000$83,000iApproximate average salary by contribution assumption: employee only about $2,075,000 at 4% or $1,383,333 at 6%; with 50% employer match about $1,383,333 at 4% or $922,222 at 6%; with 100% employer match about $1,037,500 at 4% or $691,667 at 6%.
201112$926,738$159,900$79,950iApproximate average salary by contribution assumption: employee only about $1,998,750 at 4% or $1,332,500 at 6%; with 50% employer match about $1,332,500 at 4% or $888,333 at 6%; with 100% employer match about $999,375 at 4% or $666,250 at 6%.
Steven Phillipson, Ph.D. Retirement Trust-2$926,738$159,900$79,950iApproximate average salary by contribution assumption: employee only about $1,998,750 at 4% or $1,332,500 at 6%; with 50% employer match about $1,332,500 at 4% or $888,333 at 6%; with 100% employer match about $999,375 at 4% or $666,250 at 6%.