Civic Intelligence

The Phoenix Company

Plan context: The Phoenix Company Thrift & Savings Plan & Trust

EIN 56-0357710 • Winston Salem, NC • 23 filings • 4 plans

1396 Westgate Center DriveWinston Salem, NC 27103
Current Snapshot

Latest Year

2012

2012 Participants

22

2012 Assets

$3,964,569

2012 Contributions

$106,744

Historical Graphs

Total Assets Over Time

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

$4,937,328$2,468,664$0199920062012YearValue
$3,964,569Latest year 2012

Participants Over Time

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

30150199920062012YearValue
22Latest year 2012

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
2012122$3,964,569$106,744$4,852iApproximate average salary by contribution assumption: employee only about $121,300 at 4% or $80,867 at 6%; with 50% employer match about $80,867 at 4% or $53,911 at 6%; with 100% employer match about $60,650 at 4% or $40,433 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-22$3,964,569$106,744$4,852iApproximate average salary by contribution assumption: employee only about $121,300 at 4% or $80,867 at 6%; with 50% employer match about $80,867 at 4% or $53,911 at 6%; with 100% employer match about $60,650 at 4% or $40,433 at 6%.
2011122$3,448,467$113,000$5,136iApproximate average salary by contribution assumption: employee only about $128,409 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-22$3,448,467$113,000$5,136iApproximate average salary by contribution assumption: employee only about $128,409 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
2010123$3,291,536$106,170$4,616iApproximate average salary by contribution assumption: employee only about $115,402 at 4% or $76,935 at 6%; with 50% employer match about $76,935 at 4% or $51,290 at 6%; with 100% employer match about $57,701 at 4% or $38,467 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-23$3,291,536$106,170$4,616iApproximate average salary by contribution assumption: employee only about $115,402 at 4% or $76,935 at 6%; with 50% employer match about $76,935 at 4% or $51,290 at 6%; with 100% employer match about $57,701 at 4% or $38,467 at 6%.
2009126$3,598,958$133,839$5,148iApproximate average salary by contribution assumption: employee only about $128,691 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,346 at 4% or $42,897 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-26$3,598,958$133,839$5,148iApproximate average salary by contribution assumption: employee only about $128,691 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,346 at 4% or $42,897 at 6%.
2008130$2,991,072$153,168$5,106iApproximate average salary by contribution assumption: employee only about $127,640 at 4% or $85,093 at 6%; with 50% employer match about $85,093 at 4% or $56,729 at 6%; with 100% employer match about $63,820 at 4% or $42,547 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-30$2,991,072$153,168$5,106iApproximate average salary by contribution assumption: employee only about $127,640 at 4% or $85,093 at 6%; with 50% employer match about $85,093 at 4% or $56,729 at 6%; with 100% employer match about $63,820 at 4% or $42,547 at 6%.
2007229$4,222,875$180,534$6,225iApproximate average salary by contribution assumption: employee only about $155,633 at 4% or $103,755 at 6%; with 50% employer match about $103,755 at 4% or $69,170 at 6%; with 100% employer match about $77,816 at 4% or $51,878 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-29$4,222,875$180,534$6,225iApproximate average salary by contribution assumption: employee only about $155,633 at 4% or $103,755 at 6%; with 50% employer match about $103,755 at 4% or $69,170 at 6%; with 100% employer match about $77,816 at 4% or $51,878 at 6%.
The Phoenix Company Retirement Income Plan-0---
2006224$4,937,328$342,077$14,253iApproximate average salary by contribution assumption: employee only about $356,330 at 4% or $237,553 at 6%; with 50% employer match about $237,553 at 4% or $158,369 at 6%; with 100% employer match about $178,165 at 4% or $118,777 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-24$3,905,528$196,277$8,178iApproximate average salary by contribution assumption: employee only about $204,455 at 4% or $136,303 at 6%; with 50% employer match about $136,303 at 4% or $90,869 at 6%; with 100% employer match about $102,228 at 4% or $68,152 at 6%.
The Phoenix Company Retirement Income Plan-12$1,031,800$145,800$12,150iApproximate average salary by contribution assumption: employee only about $303,750 at 4% or $202,500 at 6%; with 50% employer match about $202,500 at 4% or $135,000 at 6%; with 100% employer match about $151,875 at 4% or $101,250 at 6%.
2005225$4,736,375$404,255$16,170iApproximate average salary by contribution assumption: employee only about $404,255 at 4% or $269,503 at 6%; with 50% employer match about $269,503 at 4% or $179,669 at 6%; with 100% employer match about $202,128 at 4% or $134,752 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-25$3,629,854$221,255$8,850iApproximate average salary by contribution assumption: employee only about $221,255 at 4% or $147,503 at 6%; with 50% employer match about $147,503 at 4% or $98,336 at 6%; with 100% employer match about $110,628 at 4% or $73,752 at 6%.
The Phoenix Company Retirement Income Plan-23$1,106,521$183,000$7,957iApproximate average salary by contribution assumption: employee only about $198,913 at 4% or $132,609 at 6%; with 50% employer match about $132,609 at 4% or $88,406 at 6%; with 100% employer match about $99,457 at 4% or $66,304 at 6%.
2004224$4,116,348$273,420$11,393iApproximate average salary by contribution assumption: employee only about $284,813 at 4% or $189,875 at 6%; with 50% employer match about $189,875 at 4% or $126,583 at 6%; with 100% employer match about $142,406 at 4% or $94,938 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-24$3,211,795$203,420$8,476iApproximate average salary by contribution assumption: employee only about $211,896 at 4% or $141,264 at 6%; with 50% employer match about $141,264 at 4% or $94,176 at 6%; with 100% employer match about $105,948 at 4% or $70,632 at 6%.
The Phoenix Company Retirement Income Plan-22$904,553$70,000$3,182iApproximate average salary by contribution assumption: employee only about $79,545 at 4% or $53,030 at 6%; with 50% employer match about $53,030 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,515 at 6%.
2003226$3,512,499$244,224$9,393iApproximate average salary by contribution assumption: employee only about $234,831 at 4% or $156,554 at 6%; with 50% employer match about $156,554 at 4% or $104,369 at 6%; with 100% employer match about $117,415 at 4% or $78,277 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-22$2,716,071$194,424$8,837iApproximate average salary by contribution assumption: employee only about $220,936 at 4% or $147,291 at 6%; with 50% employer match about $147,291 at 4% or $98,194 at 6%; with 100% employer match about $110,468 at 4% or $73,645 at 6%.
The Phoenix Company Retirement Income Plan-26$796,428$49,800$1,915iApproximate average salary by contribution assumption: employee only about $47,885 at 4% or $31,923 at 6%; with 50% employer match about $31,923 at 4% or $21,282 at 6%; with 100% employer match about $23,942 at 4% or $15,962 at 6%.
2002226$2,746,589$210,831$8,109iApproximate average salary by contribution assumption: employee only about $202,722 at 4% or $135,148 at 6%; with 50% employer match about $135,148 at 4% or $90,099 at 6%; with 100% employer match about $101,361 at 4% or $67,574 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-24$2,078,733$181,823$7,576iApproximate average salary by contribution assumption: employee only about $189,399 at 4% or $126,266 at 6%; with 50% employer match about $126,266 at 4% or $84,177 at 6%; with 100% employer match about $94,699 at 4% or $63,133 at 6%.
The Phoenix Company Retirement Income Plan-26$667,856$29,008$1,116iApproximate average salary by contribution assumption: employee only about $27,892 at 4% or $18,595 at 6%; with 50% employer match about $18,595 at 4% or $12,397 at 6%; with 100% employer match about $13,946 at 4% or $9,297 at 6%.
2001225$757,488$22,783$911iApproximate average salary by contribution assumption: employee only about $22,783 at 4% or $15,189 at 6%; with 50% employer match about $15,189 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,594 at 6%.
The Phoenix Company Retirement Income Plan-25$757,488$22,783$911iApproximate average salary by contribution assumption: employee only about $22,783 at 4% or $15,189 at 6%; with 50% employer match about $15,189 at 4% or $10,126 at 6%; with 100% employer match about $11,392 at 4% or $7,594 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-23---
2000226$3,349,978$175,573$6,753iApproximate average salary by contribution assumption: employee only about $168,820 at 4% or $112,547 at 6%; with 50% employer match about $112,547 at 4% or $75,031 at 6%; with 100% employer match about $84,410 at 4% or $56,273 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-24$2,604,565$160,845$6,702iApproximate average salary by contribution assumption: employee only about $167,547 at 4% or $111,698 at 6%; with 50% employer match about $111,698 at 4% or $74,465 at 6%; with 100% employer match about $83,773 at 4% or $55,849 at 6%.
The Phoenix Company Retirement Income Plan-26$745,413$14,728$566iApproximate average salary by contribution assumption: employee only about $14,162 at 4% or $9,441 at 6%; with 50% employer match about $9,441 at 4% or $6,294 at 6%; with 100% employer match about $7,081 at 4% or $4,721 at 6%.
1999225$3,673,768$141,482$5,659iApproximate average salary by contribution assumption: employee only about $141,482 at 4% or $94,321 at 6%; with 50% employer match about $94,321 at 4% or $62,881 at 6%; with 100% employer match about $70,741 at 4% or $47,161 at 6%.
The Phoenix Company Thrift & Savings Plan & Trust-25$2,951,076$127,034$5,081iApproximate average salary by contribution assumption: employee only about $127,034 at 4% or $84,689 at 6%; with 50% employer match about $84,689 at 4% or $56,460 at 6%; with 100% employer match about $63,517 at 4% or $42,345 at 6%.
The Phoenix Company Retirement Income Plan-24$722,692$14,448$602iApproximate average salary by contribution assumption: employee only about $15,050 at 4% or $10,033 at 6%; with 50% employer match about $10,033 at 4% or $6,689 at 6%; with 100% employer match about $7,525 at 4% or $5,017 at 6%.