Phillips and Associates Inc
Plan context: Phillips and Associates Inc 401(K) Retirement Plan
EIN 57-0852502 • Myrtle Beach, SC • 25 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
34
2025 Assets
$3,207,797
2025 Contributions
$101,883
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 | 34 | $3,207,797 | $101,883 | $2,997iApproximate average salary by contribution assumption: employee only about $74,914 at 4% or $49,943 at 6%; with 50% employer match about $49,943 at 4% or $33,295 at 6%; with 100% employer match about $37,457 at 4% or $24,971 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 34 | $3,207,797 | $101,883 | $2,997iApproximate average salary by contribution assumption: employee only about $74,914 at 4% or $49,943 at 6%; with 50% employer match about $49,943 at 4% or $33,295 at 6%; with 100% employer match about $37,457 at 4% or $24,971 at 6%. |
| 2024 | 1 | 39 | $2,803,273 | $161,220 | $4,134iApproximate average salary by contribution assumption: employee only about $103,346 at 4% or $68,897 at 6%; with 50% employer match about $68,897 at 4% or $45,932 at 6%; with 100% employer match about $51,673 at 4% or $34,449 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 39 | $2,803,273 | $161,220 | $4,134iApproximate average salary by contribution assumption: employee only about $103,346 at 4% or $68,897 at 6%; with 50% employer match about $68,897 at 4% or $45,932 at 6%; with 100% employer match about $51,673 at 4% or $34,449 at 6%. |
| 2023 | 1 | 41 | $2,480,958 | $172,537 | $4,208iApproximate average salary by contribution assumption: employee only about $105,205 at 4% or $70,137 at 6%; with 50% employer match about $70,137 at 4% or $46,758 at 6%; with 100% employer match about $52,603 at 4% or $35,068 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 41 | $2,480,958 | $172,537 | $4,208iApproximate average salary by contribution assumption: employee only about $105,205 at 4% or $70,137 at 6%; with 50% employer match about $70,137 at 4% or $46,758 at 6%; with 100% employer match about $52,603 at 4% or $35,068 at 6%. |
| 2022 | 1 | 35 | $2,108,402 | $219,950 | $6,284iApproximate average salary by contribution assumption: employee only about $157,107 at 4% or $104,738 at 6%; with 50% employer match about $104,738 at 4% or $69,825 at 6%; with 100% employer match about $78,554 at 4% or $52,369 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 35 | $2,108,402 | $219,950 | $6,284iApproximate average salary by contribution assumption: employee only about $157,107 at 4% or $104,738 at 6%; with 50% employer match about $104,738 at 4% or $69,825 at 6%; with 100% employer match about $78,554 at 4% or $52,369 at 6%. |
| 2021 | 1 | 34 | $2,629,830 | $96,312 | $2,833iApproximate average salary by contribution assumption: employee only about $70,818 at 4% or $47,212 at 6%; with 50% employer match about $47,212 at 4% or $31,475 at 6%; with 100% employer match about $35,409 at 4% or $23,606 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 34 | $2,629,830 | $96,312 | $2,833iApproximate average salary by contribution assumption: employee only about $70,818 at 4% or $47,212 at 6%; with 50% employer match about $47,212 at 4% or $31,475 at 6%; with 100% employer match about $35,409 at 4% or $23,606 at 6%. |
| 2020 | 1 | 36 | $2,285,206 | $140,728 | $3,909iApproximate average salary by contribution assumption: employee only about $97,728 at 4% or $65,152 at 6%; with 50% employer match about $65,152 at 4% or $43,435 at 6%; with 100% employer match about $48,864 at 4% or $32,576 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 36 | $2,285,206 | $140,728 | $3,909iApproximate average salary by contribution assumption: employee only about $97,728 at 4% or $65,152 at 6%; with 50% employer match about $65,152 at 4% or $43,435 at 6%; with 100% employer match about $48,864 at 4% or $32,576 at 6%. |
| 2019 | 1 | 42 | $1,914,808 | $156,452 | $3,725iApproximate average salary by contribution assumption: employee only about $93,126 at 4% or $62,084 at 6%; with 50% employer match about $62,084 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 42 | $1,914,808 | $156,452 | $3,725iApproximate average salary by contribution assumption: employee only about $93,126 at 4% or $62,084 at 6%; with 50% employer match about $62,084 at 4% or $41,389 at 6%; with 100% employer match about $46,563 at 4% or $31,042 at 6%. |
| 2018 | 1 | 39 | $1,482,696 | $144,599 | $3,708iApproximate average salary by contribution assumption: employee only about $92,692 at 4% or $61,794 at 6%; with 50% employer match about $61,794 at 4% or $41,196 at 6%; with 100% employer match about $46,346 at 4% or $30,897 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 39 | $1,482,696 | $144,599 | $3,708iApproximate average salary by contribution assumption: employee only about $92,692 at 4% or $61,794 at 6%; with 50% employer match about $61,794 at 4% or $41,196 at 6%; with 100% employer match about $46,346 at 4% or $30,897 at 6%. |
| 2017 | 1 | 33 | $1,384,432 | $37,498 | $1,136iApproximate average salary by contribution assumption: employee only about $28,408 at 4% or $18,938 at 6%; with 50% employer match about $18,938 at 4% or $12,626 at 6%; with 100% employer match about $14,204 at 4% or $9,469 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 33 | $1,384,432 | $37,498 | $1,136iApproximate average salary by contribution assumption: employee only about $28,408 at 4% or $18,938 at 6%; with 50% employer match about $18,938 at 4% or $12,626 at 6%; with 100% employer match about $14,204 at 4% or $9,469 at 6%. |
| 2016 | 1 | 18 | $1,296,619 | $32,407 | $1,800iApproximate average salary by contribution assumption: employee only about $45,010 at 4% or $30,006 at 6%; with 50% employer match about $30,006 at 4% or $20,004 at 6%; with 100% employer match about $22,505 at 4% or $15,003 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 18 | $1,296,619 | $32,407 | $1,800iApproximate average salary by contribution assumption: employee only about $45,010 at 4% or $30,006 at 6%; with 50% employer match about $30,006 at 4% or $20,004 at 6%; with 100% employer match about $22,505 at 4% or $15,003 at 6%. |
| 2015 | 1 | 18 | $1,139,591 | $31,919 | $1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 18 | $1,139,591 | $31,919 | $1,773iApproximate average salary by contribution assumption: employee only about $44,332 at 4% or $29,555 at 6%; with 50% employer match about $29,555 at 4% or $19,703 at 6%; with 100% employer match about $22,166 at 4% or $14,777 at 6%. |
| 2014 | 1 | 18 | $1,030,841 | $29,456 | $1,636iApproximate average salary by contribution assumption: employee only about $40,911 at 4% or $27,274 at 6%; with 50% employer match about $27,274 at 4% or $18,183 at 6%; with 100% employer match about $20,456 at 4% or $13,637 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 18 | $1,030,841 | $29,456 | $1,636iApproximate average salary by contribution assumption: employee only about $40,911 at 4% or $27,274 at 6%; with 50% employer match about $27,274 at 4% or $18,183 at 6%; with 100% employer match about $20,456 at 4% or $13,637 at 6%. |
| 2013 | 1 | 21 | $1,001,699 | $25,007 | $1,191iApproximate average salary by contribution assumption: employee only about $29,770 at 4% or $19,847 at 6%; with 50% employer match about $19,847 at 4% or $13,231 at 6%; with 100% employer match about $14,885 at 4% or $9,923 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 21 | $1,001,699 | $25,007 | $1,191iApproximate average salary by contribution assumption: employee only about $29,770 at 4% or $19,847 at 6%; with 50% employer match about $19,847 at 4% or $13,231 at 6%; with 100% employer match about $14,885 at 4% or $9,923 at 6%. |
| 2012 | 1 | 24 | $977,388 | $26,456 | $1,102iApproximate average salary by contribution assumption: employee only about $27,558 at 4% or $18,372 at 6%; with 50% employer match about $18,372 at 4% or $12,248 at 6%; with 100% employer match about $13,779 at 4% or $9,186 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 24 | $977,388 | $26,456 | $1,102iApproximate average salary by contribution assumption: employee only about $27,558 at 4% or $18,372 at 6%; with 50% employer match about $18,372 at 4% or $12,248 at 6%; with 100% employer match about $13,779 at 4% or $9,186 at 6%. |
| 2011 | 1 | 24 | $863,143 | $24,102 | $1,004iApproximate average salary by contribution assumption: employee only about $25,106 at 4% or $16,738 at 6%; with 50% employer match about $16,738 at 4% or $11,158 at 6%; with 100% employer match about $12,553 at 4% or $8,369 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 24 | $863,143 | $24,102 | $1,004iApproximate average salary by contribution assumption: employee only about $25,106 at 4% or $16,738 at 6%; with 50% employer match about $16,738 at 4% or $11,158 at 6%; with 100% employer match about $12,553 at 4% or $8,369 at 6%. |
| 2010 | 1 | 24 | $743,781 | $22,136 | $922iApproximate average salary by contribution assumption: employee only about $23,058 at 4% or $15,372 at 6%; with 50% employer match about $15,372 at 4% or $10,248 at 6%; with 100% employer match about $11,529 at 4% or $7,686 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 24 | $743,781 | $22,136 | $922iApproximate average salary by contribution assumption: employee only about $23,058 at 4% or $15,372 at 6%; with 50% employer match about $15,372 at 4% or $10,248 at 6%; with 100% employer match about $11,529 at 4% or $7,686 at 6%. |
| 2009 | 1 | 20 | $746,787 | $26,680 | $1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,233 at 6%; with 50% employer match about $22,233 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 20 | $746,787 | $26,680 | $1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,233 at 6%; with 50% employer match about $22,233 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%. |
| 2008 | 1 | 27 | $0 | $0 | - |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 27 | - | - | - |
| 2007 | 1 | 38 | $0 | $0 | - |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 38 | - | - | - |
| 2006 | 1 | 36 | $840,202 | $101,394 | $2,817iApproximate average salary by contribution assumption: employee only about $70,413 at 4% or $46,942 at 6%; with 50% employer match about $46,942 at 4% or $31,294 at 6%; with 100% employer match about $35,206 at 4% or $23,471 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 36 | $840,202 | $101,394 | $2,817iApproximate average salary by contribution assumption: employee only about $70,413 at 4% or $46,942 at 6%; with 50% employer match about $46,942 at 4% or $31,294 at 6%; with 100% employer match about $35,206 at 4% or $23,471 at 6%. |
| 2005 | 1 | 29 | $772,426 | $90,477 | $3,120iApproximate average salary by contribution assumption: employee only about $77,997 at 4% or $51,998 at 6%; with 50% employer match about $51,998 at 4% or $34,666 at 6%; with 100% employer match about $38,999 at 4% or $25,999 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 29 | $772,426 | $90,477 | $3,120iApproximate average salary by contribution assumption: employee only about $77,997 at 4% or $51,998 at 6%; with 50% employer match about $51,998 at 4% or $34,666 at 6%; with 100% employer match about $38,999 at 4% or $25,999 at 6%. |
| 2004 | 1 | 27 | $649,147 | $61,423 | $2,275iApproximate average salary by contribution assumption: employee only about $56,873 at 4% or $37,915 at 6%; with 50% employer match about $37,915 at 4% or $25,277 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 27 | $649,147 | $61,423 | $2,275iApproximate average salary by contribution assumption: employee only about $56,873 at 4% or $37,915 at 6%; with 50% employer match about $37,915 at 4% or $25,277 at 6%; with 100% employer match about $28,437 at 4% or $18,958 at 6%. |
| 2003 | 1 | 28 | $0 | $0 | - |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 28 | - | - | - |
| 2002 | 1 | 26 | $0 | $0 | - |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 26 | - | - | - |
| 2000 | 1 | 28 | $459,445 | $74,588 | $2,664iApproximate average salary by contribution assumption: employee only about $66,596 at 4% or $44,398 at 6%; with 50% employer match about $44,398 at 4% or $29,598 at 6%; with 100% employer match about $33,298 at 4% or $22,199 at 6%. |
| Phillips and Associates Inc 401(K) Retirement Plan | - | 28 | $459,445 | $74,588 | $2,664iApproximate average salary by contribution assumption: employee only about $66,596 at 4% or $44,398 at 6%; with 50% employer match about $44,398 at 4% or $29,598 at 6%; with 100% employer match about $33,298 at 4% or $22,199 at 6%. |