Civic Intelligence

Phillips, Dorsey, Thomas, Waters & Brafford, P.A.

Plan context: Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan

EIN 56-0951266 • Henderson, NC • 26 filings • 2 plans

PO Drawer 1359Henderson, NC 27536
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,601,942

2024 Contributions

$159,590

Historical Graphs

Total Assets Over Time

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

$4,956,939$2,478,470$0199920142024YearValue
$3,601,942Latest year 2024

Participants Over Time

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

1680199920122024YearValue
16Latest 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
2024116$3,601,942$159,590$9,974iApproximate average salary by contribution assumption: employee only about $249,359 at 4% or $166,240 at 6%; with 50% employer match about $166,240 at 4% or $110,826 at 6%; with 100% employer match about $124,680 at 4% or $83,120 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-16$3,601,942$159,590$9,974iApproximate average salary by contribution assumption: employee only about $249,359 at 4% or $166,240 at 6%; with 50% employer match about $166,240 at 4% or $110,826 at 6%; with 100% employer match about $124,680 at 4% or $83,120 at 6%.
2023115$4,125,159$147,763$9,851iApproximate average salary by contribution assumption: employee only about $246,272 at 4% or $164,181 at 6%; with 50% employer match about $164,181 at 4% or $109,454 at 6%; with 100% employer match about $123,136 at 4% or $82,091 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$4,125,159$147,763$9,851iApproximate average salary by contribution assumption: employee only about $246,272 at 4% or $164,181 at 6%; with 50% employer match about $164,181 at 4% or $109,454 at 6%; with 100% employer match about $123,136 at 4% or $82,091 at 6%.
2022116$4,956,939$151,864$9,492iApproximate average salary by contribution assumption: employee only about $237,288 at 4% or $158,192 at 6%; with 50% employer match about $158,192 at 4% or $105,461 at 6%; with 100% employer match about $118,644 at 4% or $79,096 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-16$4,956,939$151,864$9,492iApproximate average salary by contribution assumption: employee only about $237,288 at 4% or $158,192 at 6%; with 50% employer match about $158,192 at 4% or $105,461 at 6%; with 100% employer match about $118,644 at 4% or $79,096 at 6%.
2021116$4,474,571$181,409$11,338iApproximate average salary by contribution assumption: employee only about $283,452 at 4% or $188,968 at 6%; with 50% employer match about $188,968 at 4% or $125,978 at 6%; with 100% employer match about $141,726 at 4% or $94,484 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-16$4,474,571$181,409$11,338iApproximate average salary by contribution assumption: employee only about $283,452 at 4% or $188,968 at 6%; with 50% employer match about $188,968 at 4% or $125,978 at 6%; with 100% employer match about $141,726 at 4% or $94,484 at 6%.
2020115$4,894,288$166,259$11,084iApproximate average salary by contribution assumption: employee only about $277,098 at 4% or $184,732 at 6%; with 50% employer match about $184,732 at 4% or $123,155 at 6%; with 100% employer match about $138,549 at 4% or $92,366 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$4,894,288$166,259$11,084iApproximate average salary by contribution assumption: employee only about $277,098 at 4% or $184,732 at 6%; with 50% employer match about $184,732 at 4% or $123,155 at 6%; with 100% employer match about $138,549 at 4% or $92,366 at 6%.
2019112$3,988,701$145,549$12,129iApproximate average salary by contribution assumption: employee only about $303,227 at 4% or $202,151 at 6%; with 50% employer match about $202,151 at 4% or $134,768 at 6%; with 100% employer match about $151,614 at 4% or $101,076 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-12$3,988,701$145,549$12,129iApproximate average salary by contribution assumption: employee only about $303,227 at 4% or $202,151 at 6%; with 50% employer match about $202,151 at 4% or $134,768 at 6%; with 100% employer match about $151,614 at 4% or $101,076 at 6%.
2018114$3,532,534$146,106$10,436iApproximate average salary by contribution assumption: employee only about $260,904 at 4% or $173,936 at 6%; with 50% employer match about $173,936 at 4% or $115,957 at 6%; with 100% employer match about $130,452 at 4% or $86,968 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$3,532,534$146,106$10,436iApproximate average salary by contribution assumption: employee only about $260,904 at 4% or $173,936 at 6%; with 50% employer match about $173,936 at 4% or $115,957 at 6%; with 100% employer match about $130,452 at 4% or $86,968 at 6%.
2017116$3,334,289$146,221$9,139iApproximate average salary by contribution assumption: employee only about $228,470 at 4% or $152,314 at 6%; with 50% employer match about $152,314 at 4% or $101,542 at 6%; with 100% employer match about $114,235 at 4% or $76,157 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-16$3,334,289$146,221$9,139iApproximate average salary by contribution assumption: employee only about $228,470 at 4% or $152,314 at 6%; with 50% employer match about $152,314 at 4% or $101,542 at 6%; with 100% employer match about $114,235 at 4% or $76,157 at 6%.
2016115$2,937,652$172,386$11,492iApproximate average salary by contribution assumption: employee only about $287,310 at 4% or $191,540 at 6%; with 50% employer match about $191,540 at 4% or $127,693 at 6%; with 100% employer match about $143,655 at 4% or $95,770 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$2,937,652$172,386$11,492iApproximate average salary by contribution assumption: employee only about $287,310 at 4% or $191,540 at 6%; with 50% employer match about $191,540 at 4% or $127,693 at 6%; with 100% employer match about $143,655 at 4% or $95,770 at 6%.
2015115$2,507,721$140,617$9,374iApproximate average salary by contribution assumption: employee only about $234,362 at 4% or $156,241 at 6%; with 50% employer match about $156,241 at 4% or $104,161 at 6%; with 100% employer match about $117,181 at 4% or $78,121 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$2,507,721$140,617$9,374iApproximate average salary by contribution assumption: employee only about $234,362 at 4% or $156,241 at 6%; with 50% employer match about $156,241 at 4% or $104,161 at 6%; with 100% employer match about $117,181 at 4% or $78,121 at 6%.
2014116$2,198,171$145,050$9,066iApproximate average salary by contribution assumption: employee only about $226,641 at 4% or $151,094 at 6%; with 50% employer match about $151,094 at 4% or $100,729 at 6%; with 100% employer match about $113,320 at 4% or $75,547 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-16$2,198,171$145,050$9,066iApproximate average salary by contribution assumption: employee only about $226,641 at 4% or $151,094 at 6%; with 50% employer match about $151,094 at 4% or $100,729 at 6%; with 100% employer match about $113,320 at 4% or $75,547 at 6%.
2013114$2,347,539$142,479$10,177iApproximate average salary by contribution assumption: employee only about $254,427 at 4% or $169,618 at 6%; with 50% employer match about $169,618 at 4% or $113,079 at 6%; with 100% employer match about $127,213 at 4% or $84,809 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$2,347,539$142,479$10,177iApproximate average salary by contribution assumption: employee only about $254,427 at 4% or $169,618 at 6%; with 50% employer match about $169,618 at 4% or $113,079 at 6%; with 100% employer match about $127,213 at 4% or $84,809 at 6%.
2012114$1,955,396$140,204$10,015iApproximate average salary by contribution assumption: employee only about $250,364 at 4% or $166,910 at 6%; with 50% employer match about $166,910 at 4% or $111,273 at 6%; with 100% employer match about $125,182 at 4% or $83,455 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$1,955,396$140,204$10,015iApproximate average salary by contribution assumption: employee only about $250,364 at 4% or $166,910 at 6%; with 50% employer match about $166,910 at 4% or $111,273 at 6%; with 100% employer match about $125,182 at 4% or $83,455 at 6%.
2011114$1,662,632$140,937$10,067iApproximate average salary by contribution assumption: employee only about $251,673 at 4% or $167,782 at 6%; with 50% employer match about $167,782 at 4% or $111,855 at 6%; with 100% employer match about $125,837 at 4% or $83,891 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$1,662,632$140,937$10,067iApproximate average salary by contribution assumption: employee only about $251,673 at 4% or $167,782 at 6%; with 50% employer match about $167,782 at 4% or $111,855 at 6%; with 100% employer match about $125,837 at 4% or $83,891 at 6%.
2010114$1,424,993$135,944$9,710iApproximate average salary by contribution assumption: employee only about $242,757 at 4% or $161,838 at 6%; with 50% employer match about $161,838 at 4% or $107,892 at 6%; with 100% employer match about $121,379 at 4% or $80,919 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$1,424,993$135,944$9,710iApproximate average salary by contribution assumption: employee only about $242,757 at 4% or $161,838 at 6%; with 50% employer match about $161,838 at 4% or $107,892 at 6%; with 100% employer match about $121,379 at 4% or $80,919 at 6%.
2009114$1,232,037$144,293$10,307iApproximate average salary by contribution assumption: employee only about $257,666 at 4% or $171,777 at 6%; with 50% employer match about $171,777 at 4% or $114,518 at 6%; with 100% employer match about $128,833 at 4% or $85,889 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$1,232,037$144,293$10,307iApproximate average salary by contribution assumption: employee only about $257,666 at 4% or $171,777 at 6%; with 50% employer match about $171,777 at 4% or $114,518 at 6%; with 100% employer match about $128,833 at 4% or $85,889 at 6%.
2008115$0$0-
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15---
2007115$0$0-
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15---
2006112$2,230,009$136,681$11,390iApproximate average salary by contribution assumption: employee only about $284,752 at 4% or $189,835 at 6%; with 50% employer match about $189,835 at 4% or $126,556 at 6%; with 100% employer match about $142,376 at 4% or $94,917 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-12$2,230,009$136,681$11,390iApproximate average salary by contribution assumption: employee only about $284,752 at 4% or $189,835 at 6%; with 50% employer match about $189,835 at 4% or $126,556 at 6%; with 100% employer match about $142,376 at 4% or $94,917 at 6%.
2005114$1,885,035$136,270$9,734iApproximate average salary by contribution assumption: employee only about $243,339 at 4% or $162,226 at 6%; with 50% employer match about $162,226 at 4% or $108,151 at 6%; with 100% employer match about $121,670 at 4% or $81,113 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14$1,885,035$136,270$9,734iApproximate average salary by contribution assumption: employee only about $243,339 at 4% or $162,226 at 6%; with 50% employer match about $162,226 at 4% or $108,151 at 6%; with 100% employer match about $121,670 at 4% or $81,113 at 6%.
2004112$2,023,424$106,157$8,846iApproximate average salary by contribution assumption: employee only about $221,160 at 4% or $147,440 at 6%; with 50% employer match about $147,440 at 4% or $98,294 at 6%; with 100% employer match about $110,580 at 4% or $73,720 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-12$2,023,424$106,157$8,846iApproximate average salary by contribution assumption: employee only about $221,160 at 4% or $147,440 at 6%; with 50% employer match about $147,440 at 4% or $98,294 at 6%; with 100% employer match about $110,580 at 4% or $73,720 at 6%.
2003112$0$0-
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-12---
2002115$1,956,066$105,656$7,044iApproximate average salary by contribution assumption: employee only about $176,093 at 4% or $117,396 at 6%; with 50% employer match about $117,396 at 4% or $78,264 at 6%; with 100% employer match about $88,047 at 4% or $58,698 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$1,956,066$105,656$7,044iApproximate average salary by contribution assumption: employee only about $176,093 at 4% or $117,396 at 6%; with 50% employer match about $117,396 at 4% or $78,264 at 6%; with 100% employer match about $88,047 at 4% or $58,698 at 6%.
2001114$0$0-
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-14---
2000113$0$0-
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-13---
1999115$2,040,758$93,144$6,210iApproximate average salary by contribution assumption: employee only about $155,240 at 4% or $103,493 at 6%; with 50% employer match about $103,493 at 4% or $68,996 at 6%; with 100% employer match about $77,620 at 4% or $51,747 at 6%.
Phillips, Dorsey, Thomas, Waters & Brafford, P.A. 401K Profit Sharing Plan-15$2,040,758$93,144$6,210iApproximate average salary by contribution assumption: employee only about $155,240 at 4% or $103,493 at 6%; with 50% employer match about $103,493 at 4% or $68,996 at 6%; with 100% employer match about $77,620 at 4% or $51,747 at 6%.