Civic Intelligence

Robert Philipson & Company

Plan context: Robert Philipson & Company 401(K) Plan

EIN 53-0126010 • Bethesda, MD • 23 filings • 5 plans

6400 Orchid DriveBethesda, MD 20817
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$7,932,408

2024 Contributions

$6,336

Historical Graphs

Total Assets Over Time

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

$7,951,744$3,975,872$0199920132023YearValue
$7,932,408Latest year 2023

Participants Over Time

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

21110199920132023YearValue
17Latest year 2023

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
202410$0$6,336-
Robert Philipson & Company 401(K) Plan-0$0$6,336-
2023117$7,932,408$331,571$19,504iApproximate average salary by contribution assumption: employee only about $487,604 at 4% or $325,070 at 6%; with 50% employer match about $325,070 at 4% or $216,713 at 6%; with 100% employer match about $243,802 at 4% or $162,535 at 6%.
Robert Philipson & Company 401(K) Plan-17$7,932,408$331,571$19,504iApproximate average salary by contribution assumption: employee only about $487,604 at 4% or $325,070 at 6%; with 50% employer match about $325,070 at 4% or $216,713 at 6%; with 100% employer match about $243,802 at 4% or $162,535 at 6%.
2022118$6,222,880$281,019$15,612iApproximate average salary by contribution assumption: employee only about $390,304 at 4% or $260,203 at 6%; with 50% employer match about $260,203 at 4% or $173,469 at 6%; with 100% employer match about $195,152 at 4% or $130,101 at 6%.
Robert Philipson & Company 401(K) Plan-18$6,222,880$281,019$15,612iApproximate average salary by contribution assumption: employee only about $390,304 at 4% or $260,203 at 6%; with 50% employer match about $260,203 at 4% or $173,469 at 6%; with 100% employer match about $195,152 at 4% or $130,101 at 6%.
2021120$7,951,744$268,607$13,430iApproximate average salary by contribution assumption: employee only about $335,759 at 4% or $223,839 at 6%; with 50% employer match about $223,839 at 4% or $149,226 at 6%; with 100% employer match about $167,879 at 4% or $111,920 at 6%.
Robert Philipson & Company 401(K) Plan-20$7,951,744$268,607$13,430iApproximate average salary by contribution assumption: employee only about $335,759 at 4% or $223,839 at 6%; with 50% employer match about $223,839 at 4% or $149,226 at 6%; with 100% employer match about $167,879 at 4% or $111,920 at 6%.
2020119$6,700,270$266,293$14,015iApproximate average salary by contribution assumption: employee only about $350,386 at 4% or $233,590 at 6%; with 50% employer match about $233,590 at 4% or $155,727 at 6%; with 100% employer match about $175,193 at 4% or $116,795 at 6%.
Robert Philipson & Company 401(K) Plan-19$6,700,270$266,293$14,015iApproximate average salary by contribution assumption: employee only about $350,386 at 4% or $233,590 at 6%; with 50% employer match about $233,590 at 4% or $155,727 at 6%; with 100% employer match about $175,193 at 4% or $116,795 at 6%.
2019118$5,401,763$264,652$14,703iApproximate average salary by contribution assumption: employee only about $367,572 at 4% or $245,048 at 6%; with 50% employer match about $245,048 at 4% or $163,365 at 6%; with 100% employer match about $183,786 at 4% or $122,524 at 6%.
Robert Philipson & Company 401(K) Plan-18$5,401,763$264,652$14,703iApproximate average salary by contribution assumption: employee only about $367,572 at 4% or $245,048 at 6%; with 50% employer match about $245,048 at 4% or $163,365 at 6%; with 100% employer match about $183,786 at 4% or $122,524 at 6%.
2018121$4,337,542$366,557$17,455iApproximate average salary by contribution assumption: employee only about $436,377 at 4% or $290,918 at 6%; with 50% employer match about $290,918 at 4% or $193,946 at 6%; with 100% employer match about $218,189 at 4% or $145,459 at 6%.
Robert Philipson & Company 401(K) Plan-21$4,337,542$366,557$17,455iApproximate average salary by contribution assumption: employee only about $436,377 at 4% or $290,918 at 6%; with 50% employer match about $290,918 at 4% or $193,946 at 6%; with 100% employer match about $218,189 at 4% or $145,459 at 6%.
2017121$4,243,796$243,458$11,593iApproximate average salary by contribution assumption: employee only about $289,831 at 4% or $193,221 at 6%; with 50% employer match about $193,221 at 4% or $128,814 at 6%; with 100% employer match about $144,915 at 4% or $96,610 at 6%.
Robert Philipson & Company 401(K) Plan-21$4,243,796$243,458$11,593iApproximate average salary by contribution assumption: employee only about $289,831 at 4% or $193,221 at 6%; with 50% employer match about $193,221 at 4% or $128,814 at 6%; with 100% employer match about $144,915 at 4% or $96,610 at 6%.
2016119$3,426,078$216,378$11,388iApproximate average salary by contribution assumption: employee only about $284,708 at 4% or $189,805 at 6%; with 50% employer match about $189,805 at 4% or $126,537 at 6%; with 100% employer match about $142,354 at 4% or $94,903 at 6%.
Robert Philipson & Company 401(K) Plan-19$3,426,078$216,378$11,388iApproximate average salary by contribution assumption: employee only about $284,708 at 4% or $189,805 at 6%; with 50% employer match about $189,805 at 4% or $126,537 at 6%; with 100% employer match about $142,354 at 4% or $94,903 at 6%.
2015119$2,971,294$221,522$11,659iApproximate average salary by contribution assumption: employee only about $291,476 at 4% or $194,318 at 6%; with 50% employer match about $194,318 at 4% or $129,545 at 6%; with 100% employer match about $145,738 at 4% or $97,159 at 6%.
Robert Philipson & Company 401(K) Plan-19$2,971,294$221,522$11,659iApproximate average salary by contribution assumption: employee only about $291,476 at 4% or $194,318 at 6%; with 50% employer match about $194,318 at 4% or $129,545 at 6%; with 100% employer match about $145,738 at 4% or $97,159 at 6%.
2014118$2,752,869$183,128$10,174iApproximate average salary by contribution assumption: employee only about $254,344 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,781 at 6%.
Robert Philipson & Company 401(K) Plan-18$2,752,869$183,128$10,174iApproximate average salary by contribution assumption: employee only about $254,344 at 4% or $169,563 at 6%; with 50% employer match about $169,563 at 4% or $113,042 at 6%; with 100% employer match about $127,172 at 4% or $84,781 at 6%.
2013119$2,589,431$195,257$10,277iApproximate average salary by contribution assumption: employee only about $256,917 at 4% or $171,278 at 6%; with 50% employer match about $171,278 at 4% or $114,185 at 6%; with 100% employer match about $128,459 at 4% or $85,639 at 6%.
Robert Philipson & Company 401(K) Plan-19$2,589,431$195,257$10,277iApproximate average salary by contribution assumption: employee only about $256,917 at 4% or $171,278 at 6%; with 50% employer match about $171,278 at 4% or $114,185 at 6%; with 100% employer match about $128,459 at 4% or $85,639 at 6%.
2012118$2,094,377$177,566$9,865iApproximate average salary by contribution assumption: employee only about $246,619 at 4% or $164,413 at 6%; with 50% employer match about $164,413 at 4% or $109,609 at 6%; with 100% employer match about $123,310 at 4% or $82,206 at 6%.
Robert Philipson & Company 401(K) Plan-18$2,094,377$177,566$9,865iApproximate average salary by contribution assumption: employee only about $246,619 at 4% or $164,413 at 6%; with 50% employer match about $164,413 at 4% or $109,609 at 6%; with 100% employer match about $123,310 at 4% or $82,206 at 6%.
2011119$1,784,085$199,823$10,517iApproximate average salary by contribution assumption: employee only about $262,925 at 4% or $175,283 at 6%; with 50% employer match about $175,283 at 4% or $116,856 at 6%; with 100% employer match about $131,463 at 4% or $87,642 at 6%.
Robert Philipson & Company 401(K) Plan-19$1,784,085$199,823$10,517iApproximate average salary by contribution assumption: employee only about $262,925 at 4% or $175,283 at 6%; with 50% employer match about $175,283 at 4% or $116,856 at 6%; with 100% employer match about $131,463 at 4% or $87,642 at 6%.
2010119$1,986,450$192,437$10,128iApproximate average salary by contribution assumption: employee only about $253,207 at 4% or $168,804 at 6%; with 50% employer match about $168,804 at 4% or $112,536 at 6%; with 100% employer match about $126,603 at 4% or $84,402 at 6%.
Robert Philipson & Company 401(K) Plan-19$1,986,450$192,437$10,128iApproximate average salary by contribution assumption: employee only about $253,207 at 4% or $168,804 at 6%; with 50% employer match about $168,804 at 4% or $112,536 at 6%; with 100% employer match about $126,603 at 4% or $84,402 at 6%.
2009120$1,939,833$231,178$11,559iApproximate average salary by contribution assumption: employee only about $288,973 at 4% or $192,648 at 6%; with 50% employer match about $192,648 at 4% or $128,432 at 6%; with 100% employer match about $144,486 at 4% or $96,324 at 6%.
Robert Philipson & Company 401(K) Plan-20$1,939,833$231,178$11,559iApproximate average salary by contribution assumption: employee only about $288,973 at 4% or $192,648 at 6%; with 50% employer match about $192,648 at 4% or $128,432 at 6%; with 100% employer match about $144,486 at 4% or $96,324 at 6%.
2008116$1,316,588$205,647$12,853iApproximate average salary by contribution assumption: employee only about $321,323 at 4% or $214,216 at 6%; with 50% employer match about $214,216 at 4% or $142,810 at 6%; with 100% employer match about $160,662 at 4% or $107,108 at 6%.
Robert Philipson & Company 401(K) Plan-16$1,316,588$205,647$12,853iApproximate average salary by contribution assumption: employee only about $321,323 at 4% or $214,216 at 6%; with 50% employer match about $214,216 at 4% or $142,810 at 6%; with 100% employer match about $160,662 at 4% or $107,108 at 6%.
2007116$1,763,205$218,727$13,670iApproximate average salary by contribution assumption: employee only about $341,761 at 4% or $227,841 at 6%; with 50% employer match about $227,841 at 4% or $151,894 at 6%; with 100% employer match about $170,880 at 4% or $113,920 at 6%.
Robert Philipson & Company 401(K) Plan-16$1,763,205$218,727$13,670iApproximate average salary by contribution assumption: employee only about $341,761 at 4% or $227,841 at 6%; with 50% employer match about $227,841 at 4% or $151,894 at 6%; with 100% employer match about $170,880 at 4% or $113,920 at 6%.
2003115$987,165$99,109$6,607iApproximate average salary by contribution assumption: employee only about $165,182 at 4% or $110,121 at 6%; with 50% employer match about $110,121 at 4% or $73,414 at 6%; with 100% employer match about $82,591 at 4% or $55,061 at 6%.
Robert Philipson & Company 401(K) Plan-15$987,165$99,109$6,607iApproximate average salary by contribution assumption: employee only about $165,182 at 4% or $110,121 at 6%; with 50% employer match about $110,121 at 4% or $73,414 at 6%; with 100% employer match about $82,591 at 4% or $55,061 at 6%.
2002111$715,229$58,918$5,356iApproximate average salary by contribution assumption: employee only about $133,905 at 4% or $89,270 at 6%; with 50% employer match about $89,270 at 4% or $59,513 at 6%; with 100% employer match about $66,952 at 4% or $44,635 at 6%.
Robert Philipson & Company 401(K) Plan-11$715,229$58,918$5,356iApproximate average salary by contribution assumption: employee only about $133,905 at 4% or $89,270 at 6%; with 50% employer match about $89,270 at 4% or $59,513 at 6%; with 100% employer match about $66,952 at 4% or $44,635 at 6%.
2001112$0$0-
Robert Philipson & Company 401(K) Plan-12---
2000114$1,126,504$82,527$5,895iApproximate average salary by contribution assumption: employee only about $147,370 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,498 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%.
Robert Philipson & Company 401(K) Plan-14$1,126,504$82,527$5,895iApproximate average salary by contribution assumption: employee only about $147,370 at 4% or $98,246 at 6%; with 50% employer match about $98,246 at 4% or $65,498 at 6%; with 100% employer match about $73,685 at 4% or $49,123 at 6%.
1999118$1,048,159$83,271$4,626iApproximate average salary by contribution assumption: employee only about $115,654 at 4% or $77,103 at 6%; with 50% employer match about $77,103 at 4% or $51,402 at 6%; with 100% employer match about $57,827 at 4% or $38,551 at 6%.
Robert Philipson & Company 401(K) Plan-18$1,048,159$83,271$4,626iApproximate average salary by contribution assumption: employee only about $115,654 at 4% or $77,103 at 6%; with 50% employer match about $77,103 at 4% or $51,402 at 6%; with 100% employer match about $57,827 at 4% or $38,551 at 6%.