WALTER L. PHILLIPS, INC. MONEY PURCHASE PENSION PLAN
Plan context: Walter L. Phillips Inc 401(K) Profit Sharing Pla
EIN 54-1975955 • Falls Church, VA • 38 filings • 14 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$17,236,349
2024 Contributions
$743,690
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 | 54 | $17,236,349 | $743,690 | $13,772iApproximate average salary by contribution assumption: employee only about $344,301 at 4% or $229,534 at 6%; with 50% employer match about $229,534 at 4% or $153,023 at 6%; with 100% employer match about $172,150 at 4% or $114,767 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 54 | $17,236,349 | $743,690 | $13,772iApproximate average salary by contribution assumption: employee only about $344,301 at 4% or $229,534 at 6%; with 50% employer match about $229,534 at 4% or $153,023 at 6%; with 100% employer match about $172,150 at 4% or $114,767 at 6%. |
| 2023 | 1 | 52 | $15,205,974 | $742,266 | $14,274iApproximate average salary by contribution assumption: employee only about $356,859 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 52 | $15,205,974 | $742,266 | $14,274iApproximate average salary by contribution assumption: employee only about $356,859 at 4% or $237,906 at 6%; with 50% employer match about $237,906 at 4% or $158,604 at 6%; with 100% employer match about $178,429 at 4% or $118,953 at 6%. |
| 2022 | 1 | 52 | $12,449,983 | $683,652 | $13,147iApproximate average salary by contribution assumption: employee only about $328,679 at 4% or $219,119 at 6%; with 50% employer match about $219,119 at 4% or $146,079 at 6%; with 100% employer match about $164,339 at 4% or $109,560 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 52 | $12,449,983 | $683,652 | $13,147iApproximate average salary by contribution assumption: employee only about $328,679 at 4% or $219,119 at 6%; with 50% employer match about $219,119 at 4% or $146,079 at 6%; with 100% employer match about $164,339 at 4% or $109,560 at 6%. |
| 2021 | 1 | 51 | $14,555,359 | $624,522 | $12,246iApproximate average salary by contribution assumption: employee only about $306,138 at 4% or $204,092 at 6%; with 50% employer match about $204,092 at 4% or $136,061 at 6%; with 100% employer match about $153,069 at 4% or $102,046 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 51 | $14,555,359 | $624,522 | $12,246iApproximate average salary by contribution assumption: employee only about $306,138 at 4% or $204,092 at 6%; with 50% employer match about $204,092 at 4% or $136,061 at 6%; with 100% employer match about $153,069 at 4% or $102,046 at 6%. |
| 2020 | 1 | 51 | $12,388,115 | $583,933 | $11,450iApproximate average salary by contribution assumption: employee only about $286,242 at 4% or $190,828 at 6%; with 50% employer match about $190,828 at 4% or $127,219 at 6%; with 100% employer match about $143,121 at 4% or $95,414 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 51 | $12,388,115 | $583,933 | $11,450iApproximate average salary by contribution assumption: employee only about $286,242 at 4% or $190,828 at 6%; with 50% employer match about $190,828 at 4% or $127,219 at 6%; with 100% employer match about $143,121 at 4% or $95,414 at 6%. |
| 2019 | 1 | 53 | $10,165,952 | $597,569 | $11,275iApproximate average salary by contribution assumption: employee only about $281,872 at 4% or $187,915 at 6%; with 50% employer match about $187,915 at 4% or $125,277 at 6%; with 100% employer match about $140,936 at 4% or $93,957 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 53 | $10,165,952 | $597,569 | $11,275iApproximate average salary by contribution assumption: employee only about $281,872 at 4% or $187,915 at 6%; with 50% employer match about $187,915 at 4% or $125,277 at 6%; with 100% employer match about $140,936 at 4% or $93,957 at 6%. |
| 2018 | 1 | 55 | $8,324,594 | $537,558 | $9,774iApproximate average salary by contribution assumption: employee only about $244,345 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,598 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 55 | $8,324,594 | $537,558 | $9,774iApproximate average salary by contribution assumption: employee only about $244,345 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,598 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%. |
| 2017 | 1 | 51 | $9,452,609 | $568,983 | $11,157iApproximate average salary by contribution assumption: employee only about $278,913 at 4% or $185,942 at 6%; with 50% employer match about $185,942 at 4% or $123,961 at 6%; with 100% employer match about $139,457 at 4% or $92,971 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 51 | $9,452,609 | $568,983 | $11,157iApproximate average salary by contribution assumption: employee only about $278,913 at 4% or $185,942 at 6%; with 50% employer match about $185,942 at 4% or $123,961 at 6%; with 100% employer match about $139,457 at 4% or $92,971 at 6%. |
| 2016 | 1 | 49 | $8,475,993 | $521,866 | $10,650iApproximate average salary by contribution assumption: employee only about $266,258 at 4% or $177,505 at 6%; with 50% employer match about $177,505 at 4% or $118,337 at 6%; with 100% employer match about $133,129 at 4% or $88,753 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 49 | $8,475,993 | $521,866 | $10,650iApproximate average salary by contribution assumption: employee only about $266,258 at 4% or $177,505 at 6%; with 50% employer match about $177,505 at 4% or $118,337 at 6%; with 100% employer match about $133,129 at 4% or $88,753 at 6%. |
| 2015 | 1 | 48 | $7,635,808 | $487,082 | $10,148iApproximate average salary by contribution assumption: employee only about $253,689 at 4% or $169,126 at 6%; with 50% employer match about $169,126 at 4% or $112,750 at 6%; with 100% employer match about $126,844 at 4% or $84,563 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 48 | $7,635,808 | $487,082 | $10,148iApproximate average salary by contribution assumption: employee only about $253,689 at 4% or $169,126 at 6%; with 50% employer match about $169,126 at 4% or $112,750 at 6%; with 100% employer match about $126,844 at 4% or $84,563 at 6%. |
| 2014 | 1 | 50 | $8,006,208 | $485,901 | $9,718iApproximate average salary by contribution assumption: employee only about $242,951 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,984 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 50 | $8,006,208 | $485,901 | $9,718iApproximate average salary by contribution assumption: employee only about $242,951 at 4% or $161,967 at 6%; with 50% employer match about $161,967 at 4% or $107,978 at 6%; with 100% employer match about $121,475 at 4% or $80,984 at 6%. |
| 2013 | 1 | 47 | $7,339,809 | $455,782 | $9,697iApproximate average salary by contribution assumption: employee only about $242,437 at 4% or $161,625 at 6%; with 50% employer match about $161,625 at 4% or $107,750 at 6%; with 100% employer match about $121,219 at 4% or $80,812 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 47 | $7,339,809 | $455,782 | $9,697iApproximate average salary by contribution assumption: employee only about $242,437 at 4% or $161,625 at 6%; with 50% employer match about $161,625 at 4% or $107,750 at 6%; with 100% employer match about $121,219 at 4% or $80,812 at 6%. |
| 2012 | 2 | 48 | $6,413,480 | $366,255 | $7,630iApproximate average salary by contribution assumption: employee only about $190,758 at 4% or $127,172 at 6%; with 50% employer match about $127,172 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 48 | $6,413,480 | $366,255 | $7,630iApproximate average salary by contribution assumption: employee only about $190,758 at 4% or $127,172 at 6%; with 50% employer match about $127,172 at 4% or $84,781 at 6%; with 100% employer match about $95,379 at 4% or $63,586 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2011 | 2 | 38 | $6,252,176 | $474,928 | $12,498iApproximate average salary by contribution assumption: employee only about $312,453 at 4% or $208,302 at 6%; with 50% employer match about $208,302 at 4% or $138,868 at 6%; with 100% employer match about $156,226 at 4% or $104,151 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 38 | $4,038,970 | $241,771 | $6,362iApproximate average salary by contribution assumption: employee only about $159,060 at 4% or $106,040 at 6%; with 50% employer match about $106,040 at 4% or $70,693 at 6%; with 100% employer match about $79,530 at 4% or $53,020 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 34 | $2,213,206 | $233,157 | $6,858iApproximate average salary by contribution assumption: employee only about $171,439 at 4% or $114,293 at 6%; with 50% employer match about $114,293 at 4% or $76,195 at 6%; with 100% employer match about $85,719 at 4% or $57,146 at 6%. |
| 2010 | 2 | 38 | $6,119,850 | $492,802 | $12,968iApproximate average salary by contribution assumption: employee only about $324,212 at 4% or $216,141 at 6%; with 50% employer match about $216,141 at 4% or $144,094 at 6%; with 100% employer match about $162,106 at 4% or $108,071 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 38 | $3,958,787 | $247,546 | $6,514iApproximate average salary by contribution assumption: employee only about $162,859 at 4% or $108,573 at 6%; with 50% employer match about $108,573 at 4% or $72,382 at 6%; with 100% employer match about $81,430 at 4% or $54,286 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 36 | $2,161,063 | $245,256 | $6,813iApproximate average salary by contribution assumption: employee only about $170,317 at 4% or $113,544 at 6%; with 50% employer match about $113,544 at 4% or $75,696 at 6%; with 100% employer match about $85,158 at 4% or $56,772 at 6%. |
| 2009 | 2 | 42 | $6,133,076 | $546,592 | $13,014iApproximate average salary by contribution assumption: employee only about $325,352 at 4% or $216,902 at 6%; with 50% employer match about $216,902 at 4% or $144,601 at 6%; with 100% employer match about $162,676 at 4% or $108,451 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 42 | $3,787,303 | $292,974 | $6,976iApproximate average salary by contribution assumption: employee only about $174,389 at 4% or $116,260 at 6%; with 50% employer match about $116,260 at 4% or $77,506 at 6%; with 100% employer match about $87,195 at 4% or $58,130 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 40 | $2,345,773 | $253,618 | $6,340iApproximate average salary by contribution assumption: employee only about $158,511 at 4% or $105,674 at 6%; with 50% employer match about $105,674 at 4% or $70,449 at 6%; with 100% employer match about $79,256 at 4% or $52,837 at 6%. |
| 2008 | 2 | 35 | $4,964,269 | $516,900 | $14,769iApproximate average salary by contribution assumption: employee only about $369,214 at 4% or $246,143 at 6%; with 50% employer match about $246,143 at 4% or $164,095 at 6%; with 100% employer match about $184,607 at 4% or $123,071 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 35 | $3,162,183 | $372,252 | $10,636iApproximate average salary by contribution assumption: employee only about $265,894 at 4% or $177,263 at 6%; with 50% employer match about $177,263 at 4% or $118,175 at 6%; with 100% employer match about $132,947 at 4% or $88,631 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 31 | $1,802,086 | $144,648 | $4,666iApproximate average salary by contribution assumption: employee only about $116,652 at 4% or $77,768 at 6%; with 50% employer match about $77,768 at 4% or $51,845 at 6%; with 100% employer match about $58,326 at 4% or $38,884 at 6%. |
| 2007 | 2 | 32 | $6,633,082 | $562,822 | $17,588iApproximate average salary by contribution assumption: employee only about $439,705 at 4% or $293,136 at 6%; with 50% employer match about $293,136 at 4% or $195,424 at 6%; with 100% employer match about $219,852 at 4% or $146,568 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 32 | $4,180,240 | $405,491 | $12,672iApproximate average salary by contribution assumption: employee only about $316,790 at 4% or $211,193 at 6%; with 50% employer match about $211,193 at 4% or $140,795 at 6%; with 100% employer match about $158,395 at 4% or $105,597 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 32 | $2,452,842 | $157,331 | $4,917iApproximate average salary by contribution assumption: employee only about $122,915 at 4% or $81,943 at 6%; with 50% employer match about $81,943 at 4% or $54,629 at 6%; with 100% employer match about $61,457 at 4% or $40,972 at 6%. |
| 2006 | 2 | 33 | $5,889,640 | $487,796 | $14,782iApproximate average salary by contribution assumption: employee only about $369,542 at 4% or $246,362 at 6%; with 50% employer match about $246,362 at 4% or $164,241 at 6%; with 100% employer match about $184,771 at 4% or $123,181 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 33 | $3,672,809 | $348,289 | $10,554iApproximate average salary by contribution assumption: employee only about $263,855 at 4% or $175,904 at 6%; with 50% employer match about $175,904 at 4% or $117,269 at 6%; with 100% employer match about $131,928 at 4% or $87,952 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 33 | $2,216,831 | $139,507 | $4,227iApproximate average salary by contribution assumption: employee only about $105,687 at 4% or $70,458 at 6%; with 50% employer match about $70,458 at 4% or $46,972 at 6%; with 100% employer match about $52,844 at 4% or $35,229 at 6%. |
| 2005 | 2 | 29 | $4,734,574 | $441,367 | $15,220iApproximate average salary by contribution assumption: employee only about $380,489 at 4% or $253,659 at 6%; with 50% employer match about $253,659 at 4% or $169,106 at 6%; with 100% employer match about $190,244 at 4% or $126,830 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 29 | $2,920,425 | $314,778 | $10,854iApproximate average salary by contribution assumption: employee only about $271,360 at 4% or $180,907 at 6%; with 50% employer match about $180,907 at 4% or $120,605 at 6%; with 100% employer match about $135,680 at 4% or $90,453 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 29 | $1,814,149 | $126,589 | $4,365iApproximate average salary by contribution assumption: employee only about $109,128 at 4% or $72,752 at 6%; with 50% employer match about $72,752 at 4% or $48,502 at 6%; with 100% employer match about $54,564 at 4% or $36,376 at 6%. |
| 2004 | 2 | 27 | $4,002,255 | $377,081 | $13,966iApproximate average salary by contribution assumption: employee only about $349,149 at 4% or $232,766 at 6%; with 50% employer match about $232,766 at 4% or $155,177 at 6%; with 100% employer match about $174,575 at 4% or $116,383 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 25 | $2,428,768 | $263,496 | $10,540iApproximate average salary by contribution assumption: employee only about $263,496 at 4% or $175,664 at 6%; with 50% employer match about $175,664 at 4% or $117,109 at 6%; with 100% employer match about $131,748 at 4% or $87,832 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 27 | $1,573,487 | $113,585 | $4,207iApproximate average salary by contribution assumption: employee only about $105,171 at 4% or $70,114 at 6%; with 50% employer match about $70,114 at 4% or $46,743 at 6%; with 100% employer match about $52,586 at 4% or $35,057 at 6%. |
| 2003 | 2 | 27 | $1,353,220 | $112,233 | $4,157iApproximate average salary by contribution assumption: employee only about $103,919 at 4% or $69,280 at 6%; with 50% employer match about $69,280 at 4% or $46,186 at 6%; with 100% employer match about $51,960 at 4% or $34,640 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 27 | $1,353,220 | $112,233 | $4,157iApproximate average salary by contribution assumption: employee only about $103,919 at 4% or $69,280 at 6%; with 50% employer match about $69,280 at 4% or $46,186 at 6%; with 100% employer match about $51,960 at 4% or $34,640 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 27 | - | - | - |
| 2002 | 2 | 26 | $2,425,594 | $340,370 | $13,091iApproximate average salary by contribution assumption: employee only about $327,279 at 4% or $218,186 at 6%; with 50% employer match about $218,186 at 4% or $145,457 at 6%; with 100% employer match about $163,639 at 4% or $109,093 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 26 | $1,428,055 | $234,716 | $9,028iApproximate average salary by contribution assumption: employee only about $225,688 at 4% or $150,459 at 6%; with 50% employer match about $150,459 at 4% or $100,306 at 6%; with 100% employer match about $112,844 at 4% or $75,229 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 26 | $997,539 | $105,654 | $4,064iApproximate average salary by contribution assumption: employee only about $101,590 at 4% or $67,727 at 6%; with 50% employer match about $67,727 at 4% or $45,151 at 6%; with 100% employer match about $50,795 at 4% or $33,863 at 6%. |
| 2001 | 2 | 22 | $1,902,397 | $206,045 | $9,366iApproximate average salary by contribution assumption: employee only about $234,142 at 4% or $156,095 at 6%; with 50% employer match about $156,095 at 4% or $104,063 at 6%; with 100% employer match about $117,071 at 4% or $78,047 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 22 | $1,902,397 | $206,045 | $9,366iApproximate average salary by contribution assumption: employee only about $234,142 at 4% or $156,095 at 6%; with 50% employer match about $156,095 at 4% or $104,063 at 6%; with 100% employer match about $117,071 at 4% or $78,047 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 25 | $3,373,115 | $276,522 | $11,061iApproximate average salary by contribution assumption: employee only about $276,522 at 4% or $184,348 at 6%; with 50% employer match about $184,348 at 4% or $122,899 at 6%; with 100% employer match about $138,261 at 4% or $92,174 at 6%. |
| Walter L. Phillips Inc 401(K) Profit Sharing Pla | - | 25 | $1,933,423 | $184,986 | $7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%. |
| Walter Phillips Inc Money Purchase Pension Plan | - | 23 | $1,439,692 | $91,536 | $3,980iApproximate average salary by contribution assumption: employee only about $99,496 at 4% or $66,330 at 6%; with 50% employer match about $66,330 at 4% or $44,220 at 6%; with 100% employer match about $49,748 at 4% or $33,165 at 6%. |