Phelan Financial Services Inc.
Plan context: Phelan Financial Services Inc. 401K Plan
EIN 56-1294591 • 5 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$120,575
2008 Contributions
$34,023
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 1 | $120,575 | $34,023 | $34,023iApproximate average salary by contribution assumption: employee only about $850,575 at 4% or $567,050 at 6%; with 50% employer match about $567,050 at 4% or $378,033 at 6%; with 100% employer match about $425,288 at 4% or $283,525 at 6%. |
| Phelan Financial Services Inc. 401K Plan | - | 1 | $120,575 | $34,023 | $34,023iApproximate average salary by contribution assumption: employee only about $850,575 at 4% or $567,050 at 6%; with 50% employer match about $567,050 at 4% or $378,033 at 6%; with 100% employer match about $425,288 at 4% or $283,525 at 6%. |
| 2007 | 1 | 1 | $155,211 | $36,125 | $36,125iApproximate average salary by contribution assumption: employee only about $903,125 at 4% or $602,083 at 6%; with 50% employer match about $602,083 at 4% or $401,389 at 6%; with 100% employer match about $451,563 at 4% or $301,042 at 6%. |
| Phelan Financial Services Inc. 401K Plan | - | 1 | $155,211 | $36,125 | $36,125iApproximate average salary by contribution assumption: employee only about $903,125 at 4% or $602,083 at 6%; with 50% employer match about $602,083 at 4% or $401,389 at 6%; with 100% employer match about $451,563 at 4% or $301,042 at 6%. |
| 2006 | 1 | 1 | $104,736 | $30,652 | $30,652iApproximate average salary by contribution assumption: employee only about $766,300 at 4% or $510,867 at 6%; with 50% employer match about $510,867 at 4% or $340,578 at 6%; with 100% employer match about $383,150 at 4% or $255,433 at 6%. |
| Phelan Financial Services Inc. 401K Plan | - | 1 | $104,736 | $30,652 | $30,652iApproximate average salary by contribution assumption: employee only about $766,300 at 4% or $510,867 at 6%; with 50% employer match about $510,867 at 4% or $340,578 at 6%; with 100% employer match about $383,150 at 4% or $255,433 at 6%. |
| 2005 | 1 | 1 | $62,797 | $21,055 | $21,055iApproximate average salary by contribution assumption: employee only about $526,375 at 4% or $350,917 at 6%; with 50% employer match about $350,917 at 4% or $233,944 at 6%; with 100% employer match about $263,188 at 4% or $175,458 at 6%. |
| Phelan Financial Services Inc. 401K Plan | - | 1 | $62,797 | $21,055 | $21,055iApproximate average salary by contribution assumption: employee only about $526,375 at 4% or $350,917 at 6%; with 50% employer match about $350,917 at 4% or $233,944 at 6%; with 100% employer match about $263,188 at 4% or $175,458 at 6%. |
| 2004 | 1 | 1 | $23,538 | $22,522 | $22,522iApproximate average salary by contribution assumption: employee only about $563,050 at 4% or $375,367 at 6%; with 50% employer match about $375,367 at 4% or $250,244 at 6%; with 100% employer match about $281,525 at 4% or $187,683 at 6%. |
| Phelan Financial Services Inc. 401K Plan | - | 1 | $23,538 | $22,522 | $22,522iApproximate average salary by contribution assumption: employee only about $563,050 at 4% or $375,367 at 6%; with 50% employer match about $375,367 at 4% or $250,244 at 6%; with 100% employer match about $281,525 at 4% or $187,683 at 6%. |