Ivins, Phillips & Barker, Chartered
Plan context: Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan
EIN 52-1229560 • Washington, DC • 27 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
63
2024 Assets
$64,049,069
2024 Contributions
$4,107,239
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 | 63 | $64,049,069 | $4,107,239 | $65,194iApproximate average salary by contribution assumption: employee only about $1,629,857 at 4% or $1,086,571 at 6%; with 50% employer match about $1,086,571 at 4% or $724,381 at 6%; with 100% employer match about $814,928 at 4% or $543,286 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 63 | $64,049,069 | $4,107,239 | $65,194iApproximate average salary by contribution assumption: employee only about $1,629,857 at 4% or $1,086,571 at 6%; with 50% employer match about $1,086,571 at 4% or $724,381 at 6%; with 100% employer match about $814,928 at 4% or $543,286 at 6%. |
| 2023 | 1 | 62 | $54,411,195 | $1,357,540 | $21,896iApproximate average salary by contribution assumption: employee only about $547,395 at 4% or $364,930 at 6%; with 50% employer match about $364,930 at 4% or $243,287 at 6%; with 100% employer match about $273,698 at 4% or $182,465 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 62 | $54,411,195 | $1,357,540 | $21,896iApproximate average salary by contribution assumption: employee only about $547,395 at 4% or $364,930 at 6%; with 50% employer match about $364,930 at 4% or $243,287 at 6%; with 100% employer match about $273,698 at 4% or $182,465 at 6%. |
| 2022 | 1 | 61 | $45,736,565 | $2,746,750 | $45,029iApproximate average salary by contribution assumption: employee only about $1,125,717 at 4% or $750,478 at 6%; with 50% employer match about $750,478 at 4% or $500,319 at 6%; with 100% employer match about $562,859 at 4% or $375,239 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 61 | $45,736,565 | $2,746,750 | $45,029iApproximate average salary by contribution assumption: employee only about $1,125,717 at 4% or $750,478 at 6%; with 50% employer match about $750,478 at 4% or $500,319 at 6%; with 100% employer match about $562,859 at 4% or $375,239 at 6%. |
| 2021 | 1 | 61 | $52,343,246 | $1,060,084 | $17,378iApproximate average salary by contribution assumption: employee only about $434,461 at 4% or $289,640 at 6%; with 50% employer match about $289,640 at 4% or $193,094 at 6%; with 100% employer match about $217,230 at 4% or $144,820 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 61 | $52,343,246 | $1,060,084 | $17,378iApproximate average salary by contribution assumption: employee only about $434,461 at 4% or $289,640 at 6%; with 50% employer match about $289,640 at 4% or $193,094 at 6%; with 100% employer match about $217,230 at 4% or $144,820 at 6%. |
| 2020 | 1 | 60 | $45,907,460 | $1,169,702 | $19,495iApproximate average salary by contribution assumption: employee only about $487,376 at 4% or $324,917 at 6%; with 50% employer match about $324,917 at 4% or $216,611 at 6%; with 100% employer match about $243,688 at 4% or $162,459 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 60 | $45,907,460 | $1,169,702 | $19,495iApproximate average salary by contribution assumption: employee only about $487,376 at 4% or $324,917 at 6%; with 50% employer match about $324,917 at 4% or $216,611 at 6%; with 100% employer match about $243,688 at 4% or $162,459 at 6%. |
| 2019 | 1 | 60 | $41,556,628 | $1,368,920 | $22,815iApproximate average salary by contribution assumption: employee only about $570,383 at 4% or $380,256 at 6%; with 50% employer match about $380,256 at 4% or $253,504 at 6%; with 100% employer match about $285,192 at 4% or $190,128 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 60 | $41,556,628 | $1,368,920 | $22,815iApproximate average salary by contribution assumption: employee only about $570,383 at 4% or $380,256 at 6%; with 50% employer match about $380,256 at 4% or $253,504 at 6%; with 100% employer match about $285,192 at 4% or $190,128 at 6%. |
| 2018 | 1 | 61 | $42,994,125 | $1,195,709 | $19,602iApproximate average salary by contribution assumption: employee only about $490,045 at 4% or $326,696 at 6%; with 50% employer match about $326,696 at 4% or $217,798 at 6%; with 100% employer match about $245,022 at 4% or $163,348 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 61 | $42,994,125 | $1,195,709 | $19,602iApproximate average salary by contribution assumption: employee only about $490,045 at 4% or $326,696 at 6%; with 50% employer match about $326,696 at 4% or $217,798 at 6%; with 100% employer match about $245,022 at 4% or $163,348 at 6%. |
| 2017 | 1 | 61 | $44,573,566 | $1,347,413 | $22,089iApproximate average salary by contribution assumption: employee only about $552,218 at 4% or $368,146 at 6%; with 50% employer match about $368,146 at 4% or $245,430 at 6%; with 100% employer match about $276,109 at 4% or $184,073 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 61 | $44,573,566 | $1,347,413 | $22,089iApproximate average salary by contribution assumption: employee only about $552,218 at 4% or $368,146 at 6%; with 50% employer match about $368,146 at 4% or $245,430 at 6%; with 100% employer match about $276,109 at 4% or $184,073 at 6%. |
| 2016 | 1 | 62 | $40,876,221 | $1,405,421 | $22,668iApproximate average salary by contribution assumption: employee only about $566,702 at 4% or $377,801 at 6%; with 50% employer match about $377,801 at 4% or $251,868 at 6%; with 100% employer match about $283,351 at 4% or $188,901 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 62 | $40,876,221 | $1,405,421 | $22,668iApproximate average salary by contribution assumption: employee only about $566,702 at 4% or $377,801 at 6%; with 50% employer match about $377,801 at 4% or $251,868 at 6%; with 100% employer match about $283,351 at 4% or $188,901 at 6%. |
| 2015 | 1 | 62 | $37,308,349 | $1,514,669 | $24,430iApproximate average salary by contribution assumption: employee only about $610,754 at 4% or $407,169 at 6%; with 50% employer match about $407,169 at 4% or $271,446 at 6%; with 100% employer match about $305,377 at 4% or $203,585 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 62 | $37,308,349 | $1,514,669 | $24,430iApproximate average salary by contribution assumption: employee only about $610,754 at 4% or $407,169 at 6%; with 50% employer match about $407,169 at 4% or $271,446 at 6%; with 100% employer match about $305,377 at 4% or $203,585 at 6%. |
| 2014 | 1 | 47 | $39,846,279 | $1,482,502 | $31,543iApproximate average salary by contribution assumption: employee only about $788,565 at 4% or $525,710 at 6%; with 50% employer match about $525,710 at 4% or $350,473 at 6%; with 100% employer match about $394,282 at 4% or $262,855 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 47 | $39,846,279 | $1,482,502 | $31,543iApproximate average salary by contribution assumption: employee only about $788,565 at 4% or $525,710 at 6%; with 50% employer match about $525,710 at 4% or $350,473 at 6%; with 100% employer match about $394,282 at 4% or $262,855 at 6%. |
| 2013 | 1 | 47 | $37,339,966 | $1,667,268 | $35,474iApproximate average salary by contribution assumption: employee only about $886,845 at 4% or $591,230 at 6%; with 50% employer match about $591,230 at 4% or $394,153 at 6%; with 100% employer match about $443,422 at 4% or $295,615 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 47 | $37,339,966 | $1,667,268 | $35,474iApproximate average salary by contribution assumption: employee only about $886,845 at 4% or $591,230 at 6%; with 50% employer match about $591,230 at 4% or $394,153 at 6%; with 100% employer match about $443,422 at 4% or $295,615 at 6%. |
| 2012 | 1 | 48 | $34,863,222 | $1,154,850 | $24,059iApproximate average salary by contribution assumption: employee only about $601,484 at 4% or $400,990 at 6%; with 50% employer match about $400,990 at 4% or $267,326 at 6%; with 100% employer match about $300,742 at 4% or $200,495 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 48 | $34,863,222 | $1,154,850 | $24,059iApproximate average salary by contribution assumption: employee only about $601,484 at 4% or $400,990 at 6%; with 50% employer match about $400,990 at 4% or $267,326 at 6%; with 100% employer match about $300,742 at 4% or $200,495 at 6%. |
| 2011 | 1 | 52 | $31,573,590 | $1,517,337 | $29,180iApproximate average salary by contribution assumption: employee only about $729,489 at 4% or $486,326 at 6%; with 50% employer match about $486,326 at 4% or $324,217 at 6%; with 100% employer match about $364,744 at 4% or $243,163 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 52 | $31,573,590 | $1,517,337 | $29,180iApproximate average salary by contribution assumption: employee only about $729,489 at 4% or $486,326 at 6%; with 50% employer match about $486,326 at 4% or $324,217 at 6%; with 100% employer match about $364,744 at 4% or $243,163 at 6%. |
| 2010 | 1 | 51 | $32,622,396 | $1,628,880 | $31,939iApproximate average salary by contribution assumption: employee only about $798,471 at 4% or $532,314 at 6%; with 50% employer match about $532,314 at 4% or $354,876 at 6%; with 100% employer match about $399,235 at 4% or $266,157 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 51 | $32,622,396 | $1,628,880 | $31,939iApproximate average salary by contribution assumption: employee only about $798,471 at 4% or $532,314 at 6%; with 50% employer match about $532,314 at 4% or $354,876 at 6%; with 100% employer match about $399,235 at 4% or $266,157 at 6%. |
| 2009 | 1 | 51 | $30,328,290 | $1,568,155 | $30,748iApproximate average salary by contribution assumption: employee only about $768,703 at 4% or $512,469 at 6%; with 50% employer match about $512,469 at 4% or $341,646 at 6%; with 100% employer match about $384,352 at 4% or $256,234 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 51 | $30,328,290 | $1,568,155 | $30,748iApproximate average salary by contribution assumption: employee only about $768,703 at 4% or $512,469 at 6%; with 50% employer match about $512,469 at 4% or $341,646 at 6%; with 100% employer match about $384,352 at 4% or $256,234 at 6%. |
| 2008 | 1 | 50 | $0 | $0 | - |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 50 | - | - | - |
| 2007 | 1 | 49 | $0 | $0 | - |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 49 | - | - | - |
| 2006 | 1 | 47 | $37,762,466 | $1,278,403 | $27,200iApproximate average salary by contribution assumption: employee only about $680,002 at 4% or $453,334 at 6%; with 50% employer match about $453,334 at 4% or $302,223 at 6%; with 100% employer match about $340,001 at 4% or $226,667 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 47 | $37,762,466 | $1,278,403 | $27,200iApproximate average salary by contribution assumption: employee only about $680,002 at 4% or $453,334 at 6%; with 50% employer match about $453,334 at 4% or $302,223 at 6%; with 100% employer match about $340,001 at 4% or $226,667 at 6%. |
| 2005 | 1 | 50 | $33,539,693 | $1,332,269 | $26,645iApproximate average salary by contribution assumption: employee only about $666,135 at 4% or $444,090 at 6%; with 50% employer match about $444,090 at 4% or $296,060 at 6%; with 100% employer match about $333,067 at 4% or $222,045 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 50 | $33,539,693 | $1,332,269 | $26,645iApproximate average salary by contribution assumption: employee only about $666,135 at 4% or $444,090 at 6%; with 50% employer match about $444,090 at 4% or $296,060 at 6%; with 100% employer match about $333,067 at 4% or $222,045 at 6%. |
| 2004 | 1 | 53 | $31,136,078 | $1,314,962 | $24,811iApproximate average salary by contribution assumption: employee only about $620,265 at 4% or $413,510 at 6%; with 50% employer match about $413,510 at 4% or $275,673 at 6%; with 100% employer match about $310,133 at 4% or $206,755 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 53 | $31,136,078 | $1,314,962 | $24,811iApproximate average salary by contribution assumption: employee only about $620,265 at 4% or $413,510 at 6%; with 50% employer match about $413,510 at 4% or $275,673 at 6%; with 100% employer match about $310,133 at 4% or $206,755 at 6%. |
| 2003 | 1 | 55 | $29,182,758 | $1,248,634 | $22,702iApproximate average salary by contribution assumption: employee only about $567,561 at 4% or $378,374 at 6%; with 50% employer match about $378,374 at 4% or $252,249 at 6%; with 100% employer match about $283,780 at 4% or $189,187 at 6%. |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 55 | $29,182,758 | $1,248,634 | $22,702iApproximate average salary by contribution assumption: employee only about $567,561 at 4% or $378,374 at 6%; with 50% employer match about $378,374 at 4% or $252,249 at 6%; with 100% employer match about $283,780 at 4% or $189,187 at 6%. |
| 2002 | 1 | 50 | $0 | $0 | - |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 50 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 0 | - | - | - |
| IVINS, PHILLIPS & BARKER, CHARTERED RETIREMENT INCOME PLAN | - | 0 | - | - | - |
| 2000 | 2 | 44 | $0 | $0 | - |
| Ivins, Phillips & Barker, Chartered Savings and Retirement Income Plan | - | 44 | - | - | - |
| IVINS PHILLIPS & BARKER CHARTERED RETIREMENT INCOME PLAN | - | 34 | - | - | - |