Civic Intelligence

Phillips & Associates LLC

Plan context: Phillips & Associates LLC 401(K) and Profit Sharing Plan

EIN 52-2009588 • Rockville, MD • 25 filings • 6 plans

2440 Research Blvd, Suite 410Rockville, MD 20850
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,586,039

2024 Contributions

$47,766

Historical Graphs

Total Assets Over Time

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

$1,586,039$793,020$0200220142024YearValue
$1,586,039Latest year 2024

Participants Over Time

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

1790200020122024YearValue
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$1,586,039$47,766$11,942iApproximate average salary by contribution assumption: employee only about $298,538 at 4% or $199,025 at 6%; with 50% employer match about $199,025 at 4% or $132,683 at 6%; with 100% employer match about $149,269 at 4% or $99,513 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-4$1,586,039$47,766$11,942iApproximate average salary by contribution assumption: employee only about $298,538 at 4% or $199,025 at 6%; with 50% employer match about $199,025 at 4% or $132,683 at 6%; with 100% employer match about $149,269 at 4% or $99,513 at 6%.
202315$1,245,833$37,927$7,585iApproximate average salary by contribution assumption: employee only about $189,635 at 4% or $126,423 at 6%; with 50% employer match about $126,423 at 4% or $84,282 at 6%; with 100% employer match about $94,818 at 4% or $63,212 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$1,245,833$37,927$7,585iApproximate average salary by contribution assumption: employee only about $189,635 at 4% or $126,423 at 6%; with 50% employer match about $126,423 at 4% or $84,282 at 6%; with 100% employer match about $94,818 at 4% or $63,212 at 6%.
202215$968,364$47,554$9,511iApproximate average salary by contribution assumption: employee only about $237,770 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,676 at 6%; with 100% employer match about $118,885 at 4% or $79,257 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$968,364$47,554$9,511iApproximate average salary by contribution assumption: employee only about $237,770 at 4% or $158,513 at 6%; with 50% employer match about $158,513 at 4% or $105,676 at 6%; with 100% employer match about $118,885 at 4% or $79,257 at 6%.
202115$1,169,443$46,909$9,382iApproximate average salary by contribution assumption: employee only about $234,545 at 4% or $156,363 at 6%; with 50% employer match about $156,363 at 4% or $104,242 at 6%; with 100% employer match about $117,272 at 4% or $78,182 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$1,169,443$46,909$9,382iApproximate average salary by contribution assumption: employee only about $234,545 at 4% or $156,363 at 6%; with 50% employer match about $156,363 at 4% or $104,242 at 6%; with 100% employer match about $117,272 at 4% or $78,182 at 6%.
202015$937,569$46,910$9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$937,569$46,910$9,382iApproximate average salary by contribution assumption: employee only about $234,550 at 4% or $156,367 at 6%; with 50% employer match about $156,367 at 4% or $104,244 at 6%; with 100% employer match about $117,275 at 4% or $78,183 at 6%.
201915$744,700$55,162$11,032iApproximate average salary by contribution assumption: employee only about $275,810 at 4% or $183,873 at 6%; with 50% employer match about $183,873 at 4% or $122,582 at 6%; with 100% employer match about $137,905 at 4% or $91,937 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$744,700$55,162$11,032iApproximate average salary by contribution assumption: employee only about $275,810 at 4% or $183,873 at 6%; with 50% employer match about $183,873 at 4% or $122,582 at 6%; with 100% employer match about $137,905 at 4% or $91,937 at 6%.
201815$839,011$68,683$13,737iApproximate average salary by contribution assumption: employee only about $343,415 at 4% or $228,943 at 6%; with 50% employer match about $228,943 at 4% or $152,629 at 6%; with 100% employer match about $171,708 at 4% or $114,472 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$839,011$68,683$13,737iApproximate average salary by contribution assumption: employee only about $343,415 at 4% or $228,943 at 6%; with 50% employer match about $228,943 at 4% or $152,629 at 6%; with 100% employer match about $171,708 at 4% or $114,472 at 6%.
201715$837,879$74,140$14,828iApproximate average salary by contribution assumption: employee only about $370,700 at 4% or $247,133 at 6%; with 50% employer match about $247,133 at 4% or $164,756 at 6%; with 100% employer match about $185,350 at 4% or $123,567 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$837,879$74,140$14,828iApproximate average salary by contribution assumption: employee only about $370,700 at 4% or $247,133 at 6%; with 50% employer match about $247,133 at 4% or $164,756 at 6%; with 100% employer match about $185,350 at 4% or $123,567 at 6%.
201615$661,205$69,560$13,912iApproximate average salary by contribution assumption: employee only about $347,800 at 4% or $231,867 at 6%; with 50% employer match about $231,867 at 4% or $154,578 at 6%; with 100% employer match about $173,900 at 4% or $115,933 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$661,205$69,560$13,912iApproximate average salary by contribution assumption: employee only about $347,800 at 4% or $231,867 at 6%; with 50% employer match about $231,867 at 4% or $154,578 at 6%; with 100% employer match about $173,900 at 4% or $115,933 at 6%.
201516$601,247$74,436$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$601,247$74,436$12,406iApproximate average salary by contribution assumption: employee only about $310,150 at 4% or $206,767 at 6%; with 50% employer match about $206,767 at 4% or $137,844 at 6%; with 100% employer match about $155,075 at 4% or $103,383 at 6%.
201416$529,070$70,259$11,710iApproximate average salary by contribution assumption: employee only about $292,746 at 4% or $195,164 at 6%; with 50% employer match about $195,164 at 4% or $130,109 at 6%; with 100% employer match about $146,373 at 4% or $97,582 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$529,070$70,259$11,710iApproximate average salary by contribution assumption: employee only about $292,746 at 4% or $195,164 at 6%; with 50% employer match about $195,164 at 4% or $130,109 at 6%; with 100% employer match about $146,373 at 4% or $97,582 at 6%.
201316$432,080$55,770$9,295iApproximate average salary by contribution assumption: employee only about $232,375 at 4% or $154,917 at 6%; with 50% employer match about $154,917 at 4% or $103,278 at 6%; with 100% employer match about $116,188 at 4% or $77,458 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$432,080$55,770$9,295iApproximate average salary by contribution assumption: employee only about $232,375 at 4% or $154,917 at 6%; with 50% employer match about $154,917 at 4% or $103,278 at 6%; with 100% employer match about $116,188 at 4% or $77,458 at 6%.
201216$333,865$66,652$11,109iApproximate average salary by contribution assumption: employee only about $277,717 at 4% or $185,144 at 6%; with 50% employer match about $185,144 at 4% or $123,430 at 6%; with 100% employer match about $138,858 at 4% or $92,572 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$333,865$66,652$11,109iApproximate average salary by contribution assumption: employee only about $277,717 at 4% or $185,144 at 6%; with 50% employer match about $185,144 at 4% or $123,430 at 6%; with 100% employer match about $138,858 at 4% or $92,572 at 6%.
201117$591,989$115,975$16,568iApproximate average salary by contribution assumption: employee only about $414,196 at 4% or $276,131 at 6%; with 50% employer match about $276,131 at 4% or $184,087 at 6%; with 100% employer match about $207,098 at 4% or $138,065 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-7$591,989$115,975$16,568iApproximate average salary by contribution assumption: employee only about $414,196 at 4% or $276,131 at 6%; with 50% employer match about $276,131 at 4% or $184,087 at 6%; with 100% employer match about $207,098 at 4% or $138,065 at 6%.
2010115$1,003,308$225,491$15,033iApproximate average salary by contribution assumption: employee only about $375,818 at 4% or $250,546 at 6%; with 50% employer match about $250,546 at 4% or $167,030 at 6%; with 100% employer match about $187,909 at 4% or $125,273 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-15$1,003,308$225,491$15,033iApproximate average salary by contribution assumption: employee only about $375,818 at 4% or $250,546 at 6%; with 50% employer match about $250,546 at 4% or $167,030 at 6%; with 100% employer match about $187,909 at 4% or $125,273 at 6%.
2009117$813,748$127,986$7,529iApproximate average salary by contribution assumption: employee only about $188,215 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,651 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-17$813,748$127,986$7,529iApproximate average salary by contribution assumption: employee only about $188,215 at 4% or $125,476 at 6%; with 50% employer match about $125,476 at 4% or $83,651 at 6%; with 100% employer match about $94,107 at 4% or $62,738 at 6%.
200815$505,777$89,273$17,855iApproximate average salary by contribution assumption: employee only about $446,365 at 4% or $297,577 at 6%; with 50% employer match about $297,577 at 4% or $198,384 at 6%; with 100% employer match about $223,182 at 4% or $148,788 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$505,777$89,273$17,855iApproximate average salary by contribution assumption: employee only about $446,365 at 4% or $297,577 at 6%; with 50% employer match about $297,577 at 4% or $198,384 at 6%; with 100% employer match about $223,182 at 4% or $148,788 at 6%.
200716$748,729$70,616$11,769iApproximate average salary by contribution assumption: employee only about $294,233 at 4% or $196,156 at 6%; with 50% employer match about $196,156 at 4% or $130,770 at 6%; with 100% employer match about $147,117 at 4% or $98,078 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$748,729$70,616$11,769iApproximate average salary by contribution assumption: employee only about $294,233 at 4% or $196,156 at 6%; with 50% employer match about $196,156 at 4% or $130,770 at 6%; with 100% employer match about $147,117 at 4% or $98,078 at 6%.
200615$596,291$57,983$11,597iApproximate average salary by contribution assumption: employee only about $289,915 at 4% or $193,277 at 6%; with 50% employer match about $193,277 at 4% or $128,851 at 6%; with 100% employer match about $144,958 at 4% or $96,638 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$596,291$57,983$11,597iApproximate average salary by contribution assumption: employee only about $289,915 at 4% or $193,277 at 6%; with 50% employer match about $193,277 at 4% or $128,851 at 6%; with 100% employer match about $144,958 at 4% or $96,638 at 6%.
200515$450,352$37,719$7,544iApproximate average salary by contribution assumption: employee only about $188,595 at 4% or $125,730 at 6%; with 50% employer match about $125,730 at 4% or $83,820 at 6%; with 100% employer match about $94,298 at 4% or $62,865 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-5$450,352$37,719$7,544iApproximate average salary by contribution assumption: employee only about $188,595 at 4% or $125,730 at 6%; with 50% employer match about $125,730 at 4% or $83,820 at 6%; with 100% employer match about $94,298 at 4% or $62,865 at 6%.
200416$364,777$39,766$6,628iApproximate average salary by contribution assumption: employee only about $165,692 at 4% or $110,461 at 6%; with 50% employer match about $110,461 at 4% or $73,641 at 6%; with 100% employer match about $82,846 at 4% or $55,231 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$364,777$39,766$6,628iApproximate average salary by contribution assumption: employee only about $165,692 at 4% or $110,461 at 6%; with 50% employer match about $110,461 at 4% or $73,641 at 6%; with 100% employer match about $82,846 at 4% or $55,231 at 6%.
200316$0$0-
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6---
200216$182,373$28,353$4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%.
Phillips & Associates LLC 401(K) and Profit Sharing Plan-6$182,373$28,353$4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%.
200113$0$0-
Phillips & Associates LLC 401(K) and Profit Sharing Plan-3---
2000110$0$0-
Phillips & Associates LLC 401(K) and Profit Sharing Plan-10---