Phoenix Associates Inc.
Plan context: Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust
EIN 55-0654654 • Parkersburg, WV • 28 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
35
2025 Assets
$3,212,163
2025 Contributions
$177,473
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 35 | $3,212,163 | $177,473 | $5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,511 at 6%; with 50% employer match about $84,511 at 4% or $56,341 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 35 | $3,212,163 | $177,473 | $5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,511 at 6%; with 50% employer match about $84,511 at 4% or $56,341 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%. |
| 2024 | 1 | 31 | $3,166,739 | $237,699 | $7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,846 at 4% or $63,898 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 31 | $3,166,739 | $237,699 | $7,668iApproximate average salary by contribution assumption: employee only about $191,693 at 4% or $127,795 at 6%; with 50% employer match about $127,795 at 4% or $85,197 at 6%; with 100% employer match about $95,846 at 4% or $63,898 at 6%. |
| 2023 | 1 | 39 | $3,237,538 | $407,531 | $10,450iApproximate average salary by contribution assumption: employee only about $261,238 at 4% or $174,159 at 6%; with 50% employer match about $174,159 at 4% or $116,106 at 6%; with 100% employer match about $130,619 at 4% or $87,079 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 39 | $3,237,538 | $407,531 | $10,450iApproximate average salary by contribution assumption: employee only about $261,238 at 4% or $174,159 at 6%; with 50% employer match about $174,159 at 4% or $116,106 at 6%; with 100% employer match about $130,619 at 4% or $87,079 at 6%. |
| 2022 | 1 | 34 | $3,038,953 | $114,702 | $3,374iApproximate average salary by contribution assumption: employee only about $84,340 at 4% or $56,226 at 6%; with 50% employer match about $56,226 at 4% or $37,484 at 6%; with 100% employer match about $42,170 at 4% or $28,113 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 34 | $3,038,953 | $114,702 | $3,374iApproximate average salary by contribution assumption: employee only about $84,340 at 4% or $56,226 at 6%; with 50% employer match about $56,226 at 4% or $37,484 at 6%; with 100% employer match about $42,170 at 4% or $28,113 at 6%. |
| 2021 | 1 | 35 | $3,527,763 | $245,969 | $7,028iApproximate average salary by contribution assumption: employee only about $175,692 at 4% or $117,128 at 6%; with 50% employer match about $117,128 at 4% or $78,085 at 6%; with 100% employer match about $87,846 at 4% or $58,564 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 35 | $3,527,763 | $245,969 | $7,028iApproximate average salary by contribution assumption: employee only about $175,692 at 4% or $117,128 at 6%; with 50% employer match about $117,128 at 4% or $78,085 at 6%; with 100% employer match about $87,846 at 4% or $58,564 at 6%. |
| 2020 | 1 | 33 | $2,977,250 | $142,433 | $4,316iApproximate average salary by contribution assumption: employee only about $107,904 at 4% or $71,936 at 6%; with 50% employer match about $71,936 at 4% or $47,957 at 6%; with 100% employer match about $53,952 at 4% or $35,968 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 33 | $2,977,250 | $142,433 | $4,316iApproximate average salary by contribution assumption: employee only about $107,904 at 4% or $71,936 at 6%; with 50% employer match about $71,936 at 4% or $47,957 at 6%; with 100% employer match about $53,952 at 4% or $35,968 at 6%. |
| 2019 | 1 | 33 | $2,517,729 | $154,626 | $4,686iApproximate average salary by contribution assumption: employee only about $117,141 at 4% or $78,094 at 6%; with 50% employer match about $78,094 at 4% or $52,063 at 6%; with 100% employer match about $58,570 at 4% or $39,047 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 33 | $2,517,729 | $154,626 | $4,686iApproximate average salary by contribution assumption: employee only about $117,141 at 4% or $78,094 at 6%; with 50% employer match about $78,094 at 4% or $52,063 at 6%; with 100% employer match about $58,570 at 4% or $39,047 at 6%. |
| 2018 | 1 | 30 | $2,078,332 | $99,455 | $3,315iApproximate average salary by contribution assumption: employee only about $82,879 at 4% or $55,253 at 6%; with 50% employer match about $55,253 at 4% or $36,835 at 6%; with 100% employer match about $41,440 at 4% or $27,626 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 30 | $2,078,332 | $99,455 | $3,315iApproximate average salary by contribution assumption: employee only about $82,879 at 4% or $55,253 at 6%; with 50% employer match about $55,253 at 4% or $36,835 at 6%; with 100% employer match about $41,440 at 4% or $27,626 at 6%. |
| 2017 | 1 | 38 | $2,367,650 | $137,423 | $3,616iApproximate average salary by contribution assumption: employee only about $90,410 at 4% or $60,273 at 6%; with 50% employer match about $60,273 at 4% or $40,182 at 6%; with 100% employer match about $45,205 at 4% or $30,137 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 38 | $2,367,650 | $137,423 | $3,616iApproximate average salary by contribution assumption: employee only about $90,410 at 4% or $60,273 at 6%; with 50% employer match about $60,273 at 4% or $40,182 at 6%; with 100% employer match about $45,205 at 4% or $30,137 at 6%. |
| 2016 | 1 | 38 | $1,986,328 | $203,623 | $5,359iApproximate average salary by contribution assumption: employee only about $133,963 at 4% or $89,308 at 6%; with 50% employer match about $89,308 at 4% or $59,539 at 6%; with 100% employer match about $66,981 at 4% or $44,654 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 38 | $1,986,328 | $203,623 | $5,359iApproximate average salary by contribution assumption: employee only about $133,963 at 4% or $89,308 at 6%; with 50% employer match about $89,308 at 4% or $59,539 at 6%; with 100% employer match about $66,981 at 4% or $44,654 at 6%. |
| 2015 | 1 | 36 | $1,842,175 | $201,064 | $5,585iApproximate average salary by contribution assumption: employee only about $139,628 at 4% or $93,085 at 6%; with 50% employer match about $93,085 at 4% or $62,057 at 6%; with 100% employer match about $69,814 at 4% or $46,543 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 36 | $1,842,175 | $201,064 | $5,585iApproximate average salary by contribution assumption: employee only about $139,628 at 4% or $93,085 at 6%; with 50% employer match about $93,085 at 4% or $62,057 at 6%; with 100% employer match about $69,814 at 4% or $46,543 at 6%. |
| 2014 | 1 | 35 | $2,369,961 | $168,959 | $4,827iApproximate average salary by contribution assumption: employee only about $120,685 at 4% or $80,457 at 6%; with 50% employer match about $80,457 at 4% or $53,638 at 6%; with 100% employer match about $60,342 at 4% or $40,228 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 35 | $2,369,961 | $168,959 | $4,827iApproximate average salary by contribution assumption: employee only about $120,685 at 4% or $80,457 at 6%; with 50% employer match about $80,457 at 4% or $53,638 at 6%; with 100% employer match about $60,342 at 4% or $40,228 at 6%. |
| 2013 | 1 | 37 | $2,082,175 | $129,742 | $3,507iApproximate average salary by contribution assumption: employee only about $87,664 at 4% or $58,442 at 6%; with 50% employer match about $58,442 at 4% or $38,962 at 6%; with 100% employer match about $43,832 at 4% or $29,221 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 37 | $2,082,175 | $129,742 | $3,507iApproximate average salary by contribution assumption: employee only about $87,664 at 4% or $58,442 at 6%; with 50% employer match about $58,442 at 4% or $38,962 at 6%; with 100% employer match about $43,832 at 4% or $29,221 at 6%. |
| 2012 | 1 | 32 | $1,639,563 | $150,851 | $4,714iApproximate average salary by contribution assumption: employee only about $117,852 at 4% or $78,568 at 6%; with 50% employer match about $78,568 at 4% or $52,379 at 6%; with 100% employer match about $58,926 at 4% or $39,284 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 32 | $1,639,563 | $150,851 | $4,714iApproximate average salary by contribution assumption: employee only about $117,852 at 4% or $78,568 at 6%; with 50% employer match about $78,568 at 4% or $52,379 at 6%; with 100% employer match about $58,926 at 4% or $39,284 at 6%. |
| 2011 | 1 | 36 | $1,402,279 | $115,107 | $3,197iApproximate average salary by contribution assumption: employee only about $79,935 at 4% or $53,290 at 6%; with 50% employer match about $53,290 at 4% or $35,527 at 6%; with 100% employer match about $39,968 at 4% or $26,645 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 36 | $1,402,279 | $115,107 | $3,197iApproximate average salary by contribution assumption: employee only about $79,935 at 4% or $53,290 at 6%; with 50% employer match about $53,290 at 4% or $35,527 at 6%; with 100% employer match about $39,968 at 4% or $26,645 at 6%. |
| 2010 | 1 | 35 | $1,329,679 | $83,461 | $2,385iApproximate average salary by contribution assumption: employee only about $59,615 at 4% or $39,743 at 6%; with 50% employer match about $39,743 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 35 | $1,329,679 | $83,461 | $2,385iApproximate average salary by contribution assumption: employee only about $59,615 at 4% or $39,743 at 6%; with 50% employer match about $39,743 at 4% or $26,496 at 6%; with 100% employer match about $29,808 at 4% or $19,872 at 6%. |
| 2009 | 1 | 38 | $1,168,399 | $86,016 | $2,264iApproximate average salary by contribution assumption: employee only about $56,589 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,863 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 38 | $1,168,399 | $86,016 | $2,264iApproximate average salary by contribution assumption: employee only about $56,589 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,151 at 6%; with 100% employer match about $28,295 at 4% or $18,863 at 6%. |
| 2008 | 1 | 32 | $0 | $0 | - |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 32 | - | - | - |
| 2007 | 1 | 36 | $0 | $0 | - |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 36 | - | - | - |
| 2006 | 1 | 41 | $1,132,535 | $115,531 | $2,818iApproximate average salary by contribution assumption: employee only about $70,446 at 4% or $46,964 at 6%; with 50% employer match about $46,964 at 4% or $31,309 at 6%; with 100% employer match about $35,223 at 4% or $23,482 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 41 | $1,132,535 | $115,531 | $2,818iApproximate average salary by contribution assumption: employee only about $70,446 at 4% or $46,964 at 6%; with 50% employer match about $46,964 at 4% or $31,309 at 6%; with 100% employer match about $35,223 at 4% or $23,482 at 6%. |
| 2005 | 1 | 38 | $945,563 | $112,853 | $2,970iApproximate average salary by contribution assumption: employee only about $74,245 at 4% or $49,497 at 6%; with 50% employer match about $49,497 at 4% or $32,998 at 6%; with 100% employer match about $37,123 at 4% or $24,748 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 38 | $945,563 | $112,853 | $2,970iApproximate average salary by contribution assumption: employee only about $74,245 at 4% or $49,497 at 6%; with 50% employer match about $49,497 at 4% or $32,998 at 6%; with 100% employer match about $37,123 at 4% or $24,748 at 6%. |
| 2004 | 1 | 44 | $811,747 | $115,474 | $2,624iApproximate average salary by contribution assumption: employee only about $65,610 at 4% or $43,740 at 6%; with 50% employer match about $43,740 at 4% or $29,160 at 6%; with 100% employer match about $32,805 at 4% or $21,870 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 44 | $811,747 | $115,474 | $2,624iApproximate average salary by contribution assumption: employee only about $65,610 at 4% or $43,740 at 6%; with 50% employer match about $43,740 at 4% or $29,160 at 6%; with 100% employer match about $32,805 at 4% or $21,870 at 6%. |
| 2003 | 1 | 44 | $655,842 | $114,959 | $2,613iApproximate average salary by contribution assumption: employee only about $65,318 at 4% or $43,545 at 6%; with 50% employer match about $43,545 at 4% or $29,030 at 6%; with 100% employer match about $32,659 at 4% or $21,773 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 44 | $655,842 | $114,959 | $2,613iApproximate average salary by contribution assumption: employee only about $65,318 at 4% or $43,545 at 6%; with 50% employer match about $43,545 at 4% or $29,030 at 6%; with 100% employer match about $32,659 at 4% or $21,773 at 6%. |
| 2002 | 2 | 44 | $443,060 | $144,167 | $3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,609 at 6%; with 50% employer match about $54,609 at 4% or $36,406 at 6%; with 100% employer match about $40,957 at 4% or $27,304 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 44 | $443,060 | $144,167 | $3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,609 at 6%; with 50% employer match about $54,609 at 4% or $36,406 at 6%; with 100% employer match about $40,957 at 4% or $27,304 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 44 | - | - | - |
| 2001 | 1 | 42 | $0 | $0 | - |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 42 | - | - | - |
| 2000 | 1 | 40 | $0 | $0 | - |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 40 | - | - | - |
| 1999 | 1 | 35 | $169,890 | $112,615 | $3,218iApproximate average salary by contribution assumption: employee only about $80,439 at 4% or $53,626 at 6%; with 50% employer match about $53,626 at 4% or $35,751 at 6%; with 100% employer match about $40,220 at 4% or $26,813 at 6%. |
| Phoenix Associates Inc. 401 K Profit Sharing Plan and Trust | - | 35 | $169,890 | $112,615 | $3,218iApproximate average salary by contribution assumption: employee only about $80,439 at 4% or $53,626 at 6%; with 50% employer match about $53,626 at 4% or $35,751 at 6%; with 100% employer match about $40,220 at 4% or $26,813 at 6%. |