Civic Intelligence

Phoenix Chartering Inc.

Plan context: Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement

EIN 52-1712971 • Arlington, VA • 19 filings • 2 plans

6826 28th Street NorthArlington, VA 22213
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$1,090,902

2017 Contributions

$18,000

Historical Graphs

Total Assets Over Time

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

$2,340,596$1,170,298$0199920092017YearValue
$1,090,902Latest year 2017

Participants Over Time

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

420199920082017YearValue
1Latest year 2017

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
201711$1,090,902$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-1$1,090,902$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201611$878,862$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-1$878,862$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201512$892,997$42,315$21,158iApproximate average salary by contribution assumption: employee only about $528,938 at 4% or $352,625 at 6%; with 50% employer match about $352,625 at 4% or $235,083 at 6%; with 100% employer match about $264,469 at 4% or $176,313 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-2$892,997$42,315$21,158iApproximate average salary by contribution assumption: employee only about $528,938 at 4% or $352,625 at 6%; with 50% employer match about $352,625 at 4% or $235,083 at 6%; with 100% employer match about $264,469 at 4% or $176,313 at 6%.
201414$2,083,576$11,250$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$2,083,576$11,250$2,813iApproximate average salary by contribution assumption: employee only about $70,313 at 4% or $46,875 at 6%; with 50% employer match about $46,875 at 4% or $31,250 at 6%; with 100% employer match about $35,156 at 4% or $23,438 at 6%.
201314$1,961,794$95,895$23,974iApproximate average salary by contribution assumption: employee only about $599,344 at 4% or $399,563 at 6%; with 50% employer match about $399,563 at 4% or $266,375 at 6%; with 100% employer match about $299,672 at 4% or $199,781 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$1,961,794$95,895$23,974iApproximate average salary by contribution assumption: employee only about $599,344 at 4% or $399,563 at 6%; with 50% employer match about $399,563 at 4% or $266,375 at 6%; with 100% employer match about $299,672 at 4% or $199,781 at 6%.
201214$1,499,530$95,945$23,986iApproximate average salary by contribution assumption: employee only about $599,656 at 4% or $399,771 at 6%; with 50% employer match about $399,771 at 4% or $266,514 at 6%; with 100% employer match about $299,828 at 4% or $199,885 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$1,499,530$95,945$23,986iApproximate average salary by contribution assumption: employee only about $599,656 at 4% or $399,771 at 6%; with 50% employer match about $399,771 at 4% or $266,514 at 6%; with 100% employer match about $299,828 at 4% or $199,885 at 6%.
201114$1,202,738$95,348$23,837iApproximate average salary by contribution assumption: employee only about $595,925 at 4% or $397,283 at 6%; with 50% employer match about $397,283 at 4% or $264,856 at 6%; with 100% employer match about $297,963 at 4% or $198,642 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$1,202,738$95,348$23,837iApproximate average salary by contribution assumption: employee only about $595,925 at 4% or $397,283 at 6%; with 50% employer match about $397,283 at 4% or $264,856 at 6%; with 100% employer match about $297,963 at 4% or $198,642 at 6%.
201014$1,157,077$109,419$27,355iApproximate average salary by contribution assumption: employee only about $683,869 at 4% or $455,913 at 6%; with 50% employer match about $455,913 at 4% or $303,942 at 6%; with 100% employer match about $341,934 at 4% or $227,956 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$1,157,077$109,419$27,355iApproximate average salary by contribution assumption: employee only about $683,869 at 4% or $455,913 at 6%; with 50% employer match about $455,913 at 4% or $303,942 at 6%; with 100% employer match about $341,934 at 4% or $227,956 at 6%.
200914$932,541$107,675$26,919iApproximate average salary by contribution assumption: employee only about $672,969 at 4% or $448,646 at 6%; with 50% employer match about $448,646 at 4% or $299,097 at 6%; with 100% employer match about $336,484 at 4% or $224,323 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$932,541$107,675$26,919iApproximate average salary by contribution assumption: employee only about $672,969 at 4% or $448,646 at 6%; with 50% employer match about $448,646 at 4% or $299,097 at 6%; with 100% employer match about $336,484 at 4% or $224,323 at 6%.
200814$626,738$106,900$26,725iApproximate average salary by contribution assumption: employee only about $668,125 at 4% or $445,417 at 6%; with 50% employer match about $445,417 at 4% or $296,944 at 6%; with 100% employer match about $334,063 at 4% or $222,708 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$626,738$106,900$26,725iApproximate average salary by contribution assumption: employee only about $668,125 at 4% or $445,417 at 6%; with 50% employer match about $445,417 at 4% or $296,944 at 6%; with 100% employer match about $334,063 at 4% or $222,708 at 6%.
200714$0$0-
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4---
200614$636,424$101,773$25,443iApproximate average salary by contribution assumption: employee only about $636,081 at 4% or $424,054 at 6%; with 50% employer match about $424,054 at 4% or $282,703 at 6%; with 100% employer match about $318,041 at 4% or $212,027 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$636,424$101,773$25,443iApproximate average salary by contribution assumption: employee only about $636,081 at 4% or $424,054 at 6%; with 50% employer match about $424,054 at 4% or $282,703 at 6%; with 100% employer match about $318,041 at 4% or $212,027 at 6%.
200514$464,190$344,157$86,039iApproximate average salary by contribution assumption: employee only about $2,150,981 at 4% or $1,433,988 at 6%; with 50% employer match about $1,433,988 at 4% or $955,992 at 6%; with 100% employer match about $1,075,491 at 4% or $716,994 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$464,190$344,157$86,039iApproximate average salary by contribution assumption: employee only about $2,150,981 at 4% or $1,433,988 at 6%; with 50% employer match about $1,433,988 at 4% or $955,992 at 6%; with 100% employer match about $1,075,491 at 4% or $716,994 at 6%.
200414$2,340,596$76,497$19,124iApproximate average salary by contribution assumption: employee only about $478,106 at 4% or $318,738 at 6%; with 50% employer match about $318,738 at 4% or $212,492 at 6%; with 100% employer match about $239,053 at 4% or $159,369 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$2,340,596$76,497$19,124iApproximate average salary by contribution assumption: employee only about $478,106 at 4% or $318,738 at 6%; with 50% employer match about $318,738 at 4% or $212,492 at 6%; with 100% employer match about $239,053 at 4% or $159,369 at 6%.
200314$2,106,021$70,950$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$2,106,021$70,950$17,738iApproximate average salary by contribution assumption: employee only about $443,438 at 4% or $295,625 at 6%; with 50% employer match about $295,625 at 4% or $197,083 at 6%; with 100% employer match about $221,719 at 4% or $147,813 at 6%.
200214$1,713,858$58,375$14,594iApproximate average salary by contribution assumption: employee only about $364,844 at 4% or $243,229 at 6%; with 50% employer match about $243,229 at 4% or $162,153 at 6%; with 100% employer match about $182,422 at 4% or $121,615 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-4$1,713,858$58,375$14,594iApproximate average salary by contribution assumption: employee only about $364,844 at 4% or $243,229 at 6%; with 50% employer match about $243,229 at 4% or $162,153 at 6%; with 100% employer match about $182,422 at 4% or $121,615 at 6%.
200113$1,875,341$41,025$13,675iApproximate average salary by contribution assumption: employee only about $341,875 at 4% or $227,917 at 6%; with 50% employer match about $227,917 at 4% or $151,944 at 6%; with 100% employer match about $170,938 at 4% or $113,958 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-3$1,875,341$41,025$13,675iApproximate average salary by contribution assumption: employee only about $341,875 at 4% or $227,917 at 6%; with 50% employer match about $227,917 at 4% or $151,944 at 6%; with 100% employer match about $170,938 at 4% or $113,958 at 6%.
200011$1,811,790$33,538$33,538iApproximate average salary by contribution assumption: employee only about $838,450 at 4% or $558,967 at 6%; with 50% employer match about $558,967 at 4% or $372,644 at 6%; with 100% employer match about $419,225 at 4% or $279,483 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-1$1,811,790$33,538$33,538iApproximate average salary by contribution assumption: employee only about $838,450 at 4% or $558,967 at 6%; with 50% employer match about $558,967 at 4% or $372,644 at 6%; with 100% employer match about $419,225 at 4% or $279,483 at 6%.
199912$1,976,028$48,304$24,152iApproximate average salary by contribution assumption: employee only about $603,800 at 4% or $402,533 at 6%; with 50% employer match about $402,533 at 4% or $268,356 at 6%; with 100% employer match about $301,900 at 4% or $201,267 at 6%.
Phoenix Chartering Inc. Money Purchase Pension Plan and Trust Agreement-2$1,976,028$48,304$24,152iApproximate average salary by contribution assumption: employee only about $603,800 at 4% or $402,533 at 6%; with 50% employer match about $402,533 at 4% or $268,356 at 6%; with 100% employer match about $301,900 at 4% or $201,267 at 6%.