PHE, Inc.
Plan context: Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust
EIN 56-1335746 • Hillsborough, NC • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
228
2024 Assets
$39,409,374
2024 Contributions
$2,333,144
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 | 2 | 228 | $39,409,374 | $2,333,144 | $10,233iApproximate average salary by contribution assumption: employee only about $255,827 at 4% or $170,551 at 6%; with 50% employer match about $170,551 at 4% or $113,701 at 6%; with 100% employer match about $127,914 at 4% or $85,276 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 228 | $39,409,374 | $2,333,144 | $10,233iApproximate average salary by contribution assumption: employee only about $255,827 at 4% or $170,551 at 6%; with 50% employer match about $170,551 at 4% or $113,701 at 6%; with 100% employer match about $127,914 at 4% or $85,276 at 6%. |
| Phe Inc. Cafeteria Plan | - | 197 | - | - | - |
| 2023 | 2 | 248 | $38,614,222 | $2,614,999 | $10,544iApproximate average salary by contribution assumption: employee only about $263,609 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,870 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 248 | $38,614,222 | $2,614,999 | $10,544iApproximate average salary by contribution assumption: employee only about $263,609 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,870 at 6%. |
| Phe Inc. Cafeteria Plan | - | 203 | - | - | - |
| 2022 | 2 | 244 | $34,595,812 | $3,303,449 | $13,539iApproximate average salary by contribution assumption: employee only about $338,468 at 4% or $225,645 at 6%; with 50% employer match about $225,645 at 4% or $150,430 at 6%; with 100% employer match about $169,234 at 4% or $112,823 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 244 | $34,595,812 | $3,303,449 | $13,539iApproximate average salary by contribution assumption: employee only about $338,468 at 4% or $225,645 at 6%; with 50% employer match about $225,645 at 4% or $150,430 at 6%; with 100% employer match about $169,234 at 4% or $112,823 at 6%. |
| Phe Inc. Cafeteria Plan | - | 205 | - | - | - |
| 2021 | 2 | 351 | $39,838,704 | $3,615,770 | $10,301iApproximate average salary by contribution assumption: employee only about $257,533 at 4% or $171,689 at 6%; with 50% employer match about $171,689 at 4% or $114,459 at 6%; with 100% employer match about $128,767 at 4% or $85,844 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 351 | $39,838,704 | $3,615,770 | $10,301iApproximate average salary by contribution assumption: employee only about $257,533 at 4% or $171,689 at 6%; with 50% employer match about $171,689 at 4% or $114,459 at 6%; with 100% employer match about $128,767 at 4% or $85,844 at 6%. |
| Phe Inc. Cafeteria Plan | - | 211 | - | - | - |
| 2020 | 2 | 259 | $35,186,623 | $3,323,707 | $12,833iApproximate average salary by contribution assumption: employee only about $320,821 at 4% or $213,881 at 6%; with 50% employer match about $213,881 at 4% or $142,587 at 6%; with 100% employer match about $160,411 at 4% or $106,940 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 259 | $35,186,623 | $3,323,707 | $12,833iApproximate average salary by contribution assumption: employee only about $320,821 at 4% or $213,881 at 6%; with 50% employer match about $213,881 at 4% or $142,587 at 6%; with 100% employer match about $160,411 at 4% or $106,940 at 6%. |
| Phe Inc. Cafeteria Plan | - | 222 | - | - | - |
| 2019 | 1 | 241 | $28,531,193 | $2,176,934 | $9,033iApproximate average salary by contribution assumption: employee only about $225,823 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,274 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 241 | $28,531,193 | $2,176,934 | $9,033iApproximate average salary by contribution assumption: employee only about $225,823 at 4% or $150,549 at 6%; with 50% employer match about $150,549 at 4% or $100,366 at 6%; with 100% employer match about $112,912 at 4% or $75,274 at 6%. |
| 2018 | 1 | 239 | $22,641,335 | $1,914,181 | $8,009iApproximate average salary by contribution assumption: employee only about $200,228 at 4% or $133,485 at 6%; with 50% employer match about $133,485 at 4% or $88,990 at 6%; with 100% employer match about $100,114 at 4% or $66,743 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 239 | $22,641,335 | $1,914,181 | $8,009iApproximate average salary by contribution assumption: employee only about $200,228 at 4% or $133,485 at 6%; with 50% employer match about $133,485 at 4% or $88,990 at 6%; with 100% employer match about $100,114 at 4% or $66,743 at 6%. |
| 2017 | 1 | 240 | $23,200,934 | $1,732,025 | $7,217iApproximate average salary by contribution assumption: employee only about $180,419 at 4% or $120,280 at 6%; with 50% employer match about $120,280 at 4% or $80,186 at 6%; with 100% employer match about $90,210 at 4% or $60,140 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 240 | $23,200,934 | $1,732,025 | $7,217iApproximate average salary by contribution assumption: employee only about $180,419 at 4% or $120,280 at 6%; with 50% employer match about $120,280 at 4% or $80,186 at 6%; with 100% employer match about $90,210 at 4% or $60,140 at 6%. |
| 2016 | 1 | 247 | $20,465,397 | $1,374,112 | $5,563iApproximate average salary by contribution assumption: employee only about $139,080 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 247 | $20,465,397 | $1,374,112 | $5,563iApproximate average salary by contribution assumption: employee only about $139,080 at 4% or $92,720 at 6%; with 50% employer match about $92,720 at 4% or $61,813 at 6%; with 100% employer match about $69,540 at 4% or $46,360 at 6%. |
| 2015 | 1 | 257 | $18,503,701 | $1,455,198 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,371 at 6%; with 50% employer match about $94,371 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 257 | $18,503,701 | $1,455,198 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,371 at 6%; with 50% employer match about $94,371 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| 2014 | 1 | 263 | $18,489,077 | $1,258,309 | $4,784iApproximate average salary by contribution assumption: employee only about $119,611 at 4% or $79,741 at 6%; with 50% employer match about $79,741 at 4% or $53,160 at 6%; with 100% employer match about $59,806 at 4% or $39,870 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 263 | $18,489,077 | $1,258,309 | $4,784iApproximate average salary by contribution assumption: employee only about $119,611 at 4% or $79,741 at 6%; with 50% employer match about $79,741 at 4% or $53,160 at 6%; with 100% employer match about $59,806 at 4% or $39,870 at 6%. |
| 2013 | 1 | 274 | $18,267,450 | $1,375,709 | $5,021iApproximate average salary by contribution assumption: employee only about $125,521 at 4% or $83,681 at 6%; with 50% employer match about $83,681 at 4% or $55,787 at 6%; with 100% employer match about $62,760 at 4% or $41,840 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 274 | $18,267,450 | $1,375,709 | $5,021iApproximate average salary by contribution assumption: employee only about $125,521 at 4% or $83,681 at 6%; with 50% employer match about $83,681 at 4% or $55,787 at 6%; with 100% employer match about $62,760 at 4% or $41,840 at 6%. |
| 2012 | 1 | 279 | $15,517,694 | $1,094,998 | $3,925iApproximate average salary by contribution assumption: employee only about $98,118 at 4% or $65,412 at 6%; with 50% employer match about $65,412 at 4% or $43,608 at 6%; with 100% employer match about $49,059 at 4% or $32,706 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 279 | $15,517,694 | $1,094,998 | $3,925iApproximate average salary by contribution assumption: employee only about $98,118 at 4% or $65,412 at 6%; with 50% employer match about $65,412 at 4% or $43,608 at 6%; with 100% employer match about $49,059 at 4% or $32,706 at 6%. |
| 2011 | 1 | 299 | $13,346,664 | $900,017 | $3,010iApproximate average salary by contribution assumption: employee only about $75,252 at 4% or $50,168 at 6%; with 50% employer match about $50,168 at 4% or $33,445 at 6%; with 100% employer match about $37,626 at 4% or $25,084 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 299 | $13,346,664 | $900,017 | $3,010iApproximate average salary by contribution assumption: employee only about $75,252 at 4% or $50,168 at 6%; with 50% employer match about $50,168 at 4% or $33,445 at 6%; with 100% employer match about $37,626 at 4% or $25,084 at 6%. |
| 2010 | 2 | 284 | $13,287,881 | $800,788 | $2,820iApproximate average salary by contribution assumption: employee only about $70,492 at 4% or $46,995 at 6%; with 50% employer match about $46,995 at 4% or $31,330 at 6%; with 100% employer match about $35,246 at 4% or $23,497 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 284 | $13,287,881 | $800,788 | $2,820iApproximate average salary by contribution assumption: employee only about $70,492 at 4% or $46,995 at 6%; with 50% employer match about $46,995 at 4% or $31,330 at 6%; with 100% employer match about $35,246 at 4% or $23,497 at 6%. |
| Phe Inc. Cafeteria Plan | - | 251 | - | - | - |
| 2009 | 2 | 322 | $11,299,403 | $732,548 | $2,275iApproximate average salary by contribution assumption: employee only about $56,875 at 4% or $37,917 at 6%; with 50% employer match about $37,917 at 4% or $25,278 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 322 | $11,299,403 | $732,548 | $2,275iApproximate average salary by contribution assumption: employee only about $56,875 at 4% or $37,917 at 6%; with 50% employer match about $37,917 at 4% or $25,278 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%. |
| Phe Inc. Cafeteria Plan | - | 262 | - | - | - |
| 2008 | 2 | 372 | $9,841,320 | $709,558 | $1,907iApproximate average salary by contribution assumption: employee only about $47,685 at 4% or $31,790 at 6%; with 50% employer match about $31,790 at 4% or $21,193 at 6%; with 100% employer match about $23,843 at 4% or $15,895 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 325 | $9,841,320 | $709,558 | $2,183iApproximate average salary by contribution assumption: employee only about $54,581 at 4% or $36,388 at 6%; with 50% employer match about $36,388 at 4% or $24,258 at 6%; with 100% employer match about $27,291 at 4% or $18,194 at 6%. |
| Phe Inc. Cafeteria Plan | - | 372 | - | - | - |
| 2007 | 2 | 320 | $14,710,809 | $777,985 | $2,431iApproximate average salary by contribution assumption: employee only about $60,780 at 4% or $40,520 at 6%; with 50% employer match about $40,520 at 4% or $27,013 at 6%; with 100% employer match about $30,390 at 4% or $20,260 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 320 | $14,710,809 | $777,985 | $2,431iApproximate average salary by contribution assumption: employee only about $60,780 at 4% or $40,520 at 6%; with 50% employer match about $40,520 at 4% or $27,013 at 6%; with 100% employer match about $30,390 at 4% or $20,260 at 6%. |
| Phe Inc. Cafeteria Plan | - | 237 | - | - | - |
| 2006 | 2 | 367 | $13,386,510 | $753,366 | $2,053iApproximate average salary by contribution assumption: employee only about $51,319 at 4% or $34,213 at 6%; with 50% employer match about $34,213 at 4% or $22,809 at 6%; with 100% employer match about $25,660 at 4% or $17,106 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 297 | $13,386,510 | $753,366 | $2,537iApproximate average salary by contribution assumption: employee only about $63,415 at 4% or $42,276 at 6%; with 50% employer match about $42,276 at 4% or $28,184 at 6%; with 100% employer match about $31,707 at 4% or $21,138 at 6%. |
| Phe Inc. Cafeteria Plan | - | 367 | - | - | - |
| 2005 | 2 | 248 | $11,151,491 | $668,139 | $2,694iApproximate average salary by contribution assumption: employee only about $67,353 at 4% or $44,902 at 6%; with 50% employer match about $44,902 at 4% or $29,935 at 6%; with 100% employer match about $33,676 at 4% or $22,451 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 246 | $11,151,491 | $668,139 | $2,716iApproximate average salary by contribution assumption: employee only about $67,900 at 4% or $45,267 at 6%; with 50% employer match about $45,267 at 4% or $30,178 at 6%; with 100% employer match about $33,950 at 4% or $22,633 at 6%. |
| Phe Inc. Cafeteria Plan | - | 248 | - | - | - |
| 2004 | 2 | 275 | $10,722,824 | $703,914 | $2,560iApproximate average salary by contribution assumption: employee only about $63,992 at 4% or $42,661 at 6%; with 50% employer match about $42,661 at 4% or $28,441 at 6%; with 100% employer match about $31,996 at 4% or $21,331 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 275 | $10,722,824 | $703,914 | $2,560iApproximate average salary by contribution assumption: employee only about $63,992 at 4% or $42,661 at 6%; with 50% employer match about $42,661 at 4% or $28,441 at 6%; with 100% employer match about $31,996 at 4% or $21,331 at 6%. |
| Phe Inc. Cafeteria Plan | - | 240 | - | - | - |
| 2003 | 2 | 264 | $9,676,817 | $643,476 | $2,437iApproximate average salary by contribution assumption: employee only about $60,935 at 4% or $40,623 at 6%; with 50% employer match about $40,623 at 4% or $27,082 at 6%; with 100% employer match about $30,468 at 4% or $20,312 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 264 | $9,676,817 | $643,476 | $2,437iApproximate average salary by contribution assumption: employee only about $60,935 at 4% or $40,623 at 6%; with 50% employer match about $40,623 at 4% or $27,082 at 6%; with 100% employer match about $30,468 at 4% or $20,312 at 6%. |
| Phe Inc. Cafeteria Plan | - | 252 | - | - | - |
| 2002 | 2 | 273 | $7,836,746 | $652,141 | $2,389iApproximate average salary by contribution assumption: employee only about $59,720 at 4% or $39,813 at 6%; with 50% employer match about $39,813 at 4% or $26,542 at 6%; with 100% employer match about $29,860 at 4% or $19,907 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 265 | $7,836,746 | $652,141 | $2,461iApproximate average salary by contribution assumption: employee only about $61,523 at 4% or $41,015 at 6%; with 50% employer match about $41,015 at 4% or $27,343 at 6%; with 100% employer match about $30,761 at 4% or $20,508 at 6%. |
| Phe Inc. Cafeteria Plan | - | 273 | - | - | - |
| 2001 | 1 | 263 | $8,849,965 | $683,252 | $2,598iApproximate average salary by contribution assumption: employee only about $64,948 at 4% or $43,299 at 6%; with 50% employer match about $43,299 at 4% or $28,866 at 6%; with 100% employer match about $32,474 at 4% or $21,649 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 263 | $8,849,965 | $683,252 | $2,598iApproximate average salary by contribution assumption: employee only about $64,948 at 4% or $43,299 at 6%; with 50% employer match about $43,299 at 4% or $28,866 at 6%; with 100% employer match about $32,474 at 4% or $21,649 at 6%. |
| 2000 | 1 | 254 | $8,684,814 | $669,023 | $2,634iApproximate average salary by contribution assumption: employee only about $65,849 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,950 at 6%. |
| Phe Inc. Employees 401(K) and Profit Sharing Plan and Trust | - | 254 | $8,684,814 | $669,023 | $2,634iApproximate average salary by contribution assumption: employee only about $65,849 at 4% or $43,899 at 6%; with 50% employer match about $43,899 at 4% or $29,266 at 6%; with 100% employer match about $32,924 at 4% or $21,950 at 6%. |