Civic Intelligence

Phillips Partnership PC

Plan context: Phillips Partnership 401(K) Plan

EIN 58-2596059 • Atlanta, GA • 28 filings • 4 plans

5901 Peachtree Dunwoody RdBuilding A, Ste 450Atlanta, GA 30328
Current Snapshot

Latest Year

2025

2025 Participants

63

2025 Assets

$5,691,012

2025 Contributions

$145,608

Historical Graphs

Total Assets Over Time

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

$5,691,012$2,845,506$0200120132025YearValue
$5,691,012Latest year 2025

Participants Over Time

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

101510200120132025YearValue
63Latest year 2025

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
2025163$5,691,012$145,608$2,311iApproximate average salary by contribution assumption: employee only about $57,781 at 4% or $38,521 at 6%; with 50% employer match about $38,521 at 4% or $25,680 at 6%; with 100% employer match about $28,890 at 4% or $19,260 at 6%.
Phillips Partnership 401(K) Plan-63$5,691,012$145,608$2,311iApproximate average salary by contribution assumption: employee only about $57,781 at 4% or $38,521 at 6%; with 50% employer match about $38,521 at 4% or $25,680 at 6%; with 100% employer match about $28,890 at 4% or $19,260 at 6%.
2024263$4,949,876$437,093$6,938iApproximate average salary by contribution assumption: employee only about $173,450 at 4% or $115,633 at 6%; with 50% employer match about $115,633 at 4% or $77,089 at 6%; with 100% employer match about $86,725 at 4% or $57,817 at 6%.
Phillips Partnership 401(K) Plan-63$4,926,578$228,404$3,625iApproximate average salary by contribution assumption: employee only about $90,637 at 4% or $60,424 at 6%; with 50% employer match about $60,424 at 4% or $40,283 at 6%; with 100% employer match about $45,318 at 4% or $30,212 at 6%.
Phillips Partnership PC Gcf Benefit Plan-25$23,298$208,689$8,348iApproximate average salary by contribution assumption: employee only about $208,689 at 4% or $139,126 at 6%; with 50% employer match about $139,126 at 4% or $92,751 at 6%; with 100% employer match about $104,344 at 4% or $69,563 at 6%.
20232101$4,464,640$548,730$5,433iApproximate average salary by contribution assumption: employee only about $135,824 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,366 at 6%; with 100% employer match about $67,912 at 4% or $45,275 at 6%.
Phillips Partnership 401(K) Plan-101$4,448,308$321,668$3,185iApproximate average salary by contribution assumption: employee only about $79,621 at 4% or $53,081 at 6%; with 50% employer match about $53,081 at 4% or $35,387 at 6%; with 100% employer match about $39,810 at 4% or $26,540 at 6%.
Phillips Partnership PC Gcf Benefit Plan-28$16,332$227,062$8,109iApproximate average salary by contribution assumption: employee only about $202,734 at 4% or $135,156 at 6%; with 50% employer match about $135,156 at 4% or $90,104 at 6%; with 100% employer match about $101,367 at 4% or $67,578 at 6%.
2022287$3,907,192$504,618$5,800iApproximate average salary by contribution assumption: employee only about $145,005 at 4% or $96,670 at 6%; with 50% employer match about $96,670 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%.
Phillips Partnership 401(K) Plan-87$3,899,291$231,657$2,663iApproximate average salary by contribution assumption: employee only about $66,568 at 4% or $44,379 at 6%; with 50% employer match about $44,379 at 4% or $29,586 at 6%; with 100% employer match about $33,284 at 4% or $22,189 at 6%.
Phillips Partnership PC Gcf Benefit Plan-32$7,901$272,961$8,530iApproximate average salary by contribution assumption: employee only about $213,251 at 4% or $142,167 at 6%; with 50% employer match about $142,167 at 4% or $94,778 at 6%; with 100% employer match about $106,625 at 4% or $71,084 at 6%.
2021188$4,509,295$246,027$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
Phillips Partnership 401(K) Plan-88$4,509,295$246,027$2,796iApproximate average salary by contribution assumption: employee only about $69,894 at 4% or $46,596 at 6%; with 50% employer match about $46,596 at 4% or $31,064 at 6%; with 100% employer match about $34,947 at 4% or $23,298 at 6%.
2020190$4,090,939$266,720$2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,393 at 6%; with 50% employer match about $49,393 at 4% or $32,928 at 6%; with 100% employer match about $37,044 at 4% or $24,696 at 6%.
Phillips Partnership 401(K) Plan-90$4,090,939$266,720$2,964iApproximate average salary by contribution assumption: employee only about $74,089 at 4% or $49,393 at 6%; with 50% employer match about $49,393 at 4% or $32,928 at 6%; with 100% employer match about $37,044 at 4% or $24,696 at 6%.
2019196$3,618,466$289,900$3,020iApproximate average salary by contribution assumption: employee only about $75,495 at 4% or $50,330 at 6%; with 50% employer match about $50,330 at 4% or $33,553 at 6%; with 100% employer match about $37,747 at 4% or $25,165 at 6%.
Phillips Partnership 401(K) Plan-96$3,618,466$289,900$3,020iApproximate average salary by contribution assumption: employee only about $75,495 at 4% or $50,330 at 6%; with 50% employer match about $50,330 at 4% or $33,553 at 6%; with 100% employer match about $37,747 at 4% or $25,165 at 6%.
2018197$2,875,847$304,959$3,144iApproximate average salary by contribution assumption: employee only about $78,598 at 4% or $52,398 at 6%; with 50% employer match about $52,398 at 4% or $34,932 at 6%; with 100% employer match about $39,299 at 4% or $26,199 at 6%.
Phillips Partnership 401(K) Plan-97$2,875,847$304,959$3,144iApproximate average salary by contribution assumption: employee only about $78,598 at 4% or $52,398 at 6%; with 50% employer match about $52,398 at 4% or $34,932 at 6%; with 100% employer match about $39,299 at 4% or $26,199 at 6%.
2017191$2,816,866$233,766$2,569iApproximate average salary by contribution assumption: employee only about $64,221 at 4% or $42,814 at 6%; with 50% employer match about $42,814 at 4% or $28,543 at 6%; with 100% employer match about $32,111 at 4% or $21,407 at 6%.
Phillips Partnership 401(K) Plan-91$2,816,866$233,766$2,569iApproximate average salary by contribution assumption: employee only about $64,221 at 4% or $42,814 at 6%; with 50% employer match about $42,814 at 4% or $28,543 at 6%; with 100% employer match about $32,111 at 4% or $21,407 at 6%.
2016172$2,313,272$252,468$3,507iApproximate average salary by contribution assumption: employee only about $87,663 at 4% or $58,442 at 6%; with 50% employer match about $58,442 at 4% or $38,961 at 6%; with 100% employer match about $43,831 at 4% or $29,221 at 6%.
Phillips Partnership 401(K) Plan-72$2,313,272$252,468$3,507iApproximate average salary by contribution assumption: employee only about $87,663 at 4% or $58,442 at 6%; with 50% employer match about $58,442 at 4% or $38,961 at 6%; with 100% employer match about $43,831 at 4% or $29,221 at 6%.
2015171$2,019,772$228,236$3,215iApproximate average salary by contribution assumption: employee only about $80,365 at 4% or $53,577 at 6%; with 50% employer match about $53,577 at 4% or $35,718 at 6%; with 100% employer match about $40,182 at 4% or $26,788 at 6%.
Phillips Partnership 401(K) Plan-71$2,019,772$228,236$3,215iApproximate average salary by contribution assumption: employee only about $80,365 at 4% or $53,577 at 6%; with 50% employer match about $53,577 at 4% or $35,718 at 6%; with 100% employer match about $40,182 at 4% or $26,788 at 6%.
2014172$1,917,854$248,698$3,454iApproximate average salary by contribution assumption: employee only about $86,353 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,784 at 6%.
Phillips Partnership 401(K) Plan-72$1,917,854$248,698$3,454iApproximate average salary by contribution assumption: employee only about $86,353 at 4% or $57,569 at 6%; with 50% employer match about $57,569 at 4% or $38,379 at 6%; with 100% employer match about $43,177 at 4% or $28,784 at 6%.
2013165$1,643,413$172,484$2,654iApproximate average salary by contribution assumption: employee only about $66,340 at 4% or $44,227 at 6%; with 50% employer match about $44,227 at 4% or $29,484 at 6%; with 100% employer match about $33,170 at 4% or $22,113 at 6%.
Phillips Partnership 401(K) Plan-65$1,643,413$172,484$2,654iApproximate average salary by contribution assumption: employee only about $66,340 at 4% or $44,227 at 6%; with 50% employer match about $44,227 at 4% or $29,484 at 6%; with 100% employer match about $33,170 at 4% or $22,113 at 6%.
2012159$1,336,127$200,061$3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,514 at 6%; with 50% employer match about $56,514 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%.
Phillips Partnership 401(K) Plan-59$1,336,127$200,061$3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,514 at 6%; with 50% employer match about $56,514 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%.
2011161$1,244,392$138,485$2,270iApproximate average salary by contribution assumption: employee only about $56,756 at 4% or $37,837 at 6%; with 50% employer match about $37,837 at 4% or $25,225 at 6%; with 100% employer match about $28,378 at 4% or $18,919 at 6%.
Phillips Partnership 401(K) Plan-61$1,244,392$138,485$2,270iApproximate average salary by contribution assumption: employee only about $56,756 at 4% or $37,837 at 6%; with 50% employer match about $37,837 at 4% or $25,225 at 6%; with 100% employer match about $28,378 at 4% or $18,919 at 6%.
2010156$1,278,429$72,604$1,297iApproximate average salary by contribution assumption: employee only about $32,413 at 4% or $21,608 at 6%; with 50% employer match about $21,608 at 4% or $14,406 at 6%; with 100% employer match about $16,206 at 4% or $10,804 at 6%.
Phillips Partnership 401(K) Plan-56$1,278,429$72,604$1,297iApproximate average salary by contribution assumption: employee only about $32,413 at 4% or $21,608 at 6%; with 50% employer match about $21,608 at 4% or $14,406 at 6%; with 100% employer match about $16,206 at 4% or $10,804 at 6%.
2009144$1,137,172$121,876$2,770iApproximate average salary by contribution assumption: employee only about $69,248 at 4% or $46,165 at 6%; with 50% employer match about $46,165 at 4% or $30,777 at 6%; with 100% employer match about $34,624 at 4% or $23,083 at 6%.
Phillips Partnership 401(K) Plan-44$1,137,172$121,876$2,770iApproximate average salary by contribution assumption: employee only about $69,248 at 4% or $46,165 at 6%; with 50% employer match about $46,165 at 4% or $30,777 at 6%; with 100% employer match about $34,624 at 4% or $23,083 at 6%.
2008154$893,763$380,341$7,043iApproximate average salary by contribution assumption: employee only about $176,084 at 4% or $117,389 at 6%; with 50% employer match about $117,389 at 4% or $78,259 at 6%; with 100% employer match about $88,042 at 4% or $58,695 at 6%.
Phillips Partnership 401(K) Plan-54$893,763$380,341$7,043iApproximate average salary by contribution assumption: employee only about $176,084 at 4% or $117,389 at 6%; with 50% employer match about $117,389 at 4% or $78,259 at 6%; with 100% employer match about $88,042 at 4% or $58,695 at 6%.
2007190$1,231,676$289,722$3,219iApproximate average salary by contribution assumption: employee only about $80,478 at 4% or $53,652 at 6%; with 50% employer match about $53,652 at 4% or $35,768 at 6%; with 100% employer match about $40,239 at 4% or $26,826 at 6%.
Phillips Partnership 401(K) Plan-90$1,231,676$289,722$3,219iApproximate average salary by contribution assumption: employee only about $80,478 at 4% or $53,652 at 6%; with 50% employer match about $53,652 at 4% or $35,768 at 6%; with 100% employer match about $40,239 at 4% or $26,826 at 6%.
2006179$926,350$202,262$2,560iApproximate average salary by contribution assumption: employee only about $64,007 at 4% or $42,671 at 6%; with 50% employer match about $42,671 at 4% or $28,448 at 6%; with 100% employer match about $32,003 at 4% or $21,336 at 6%.
Phillips Partnership 401(K) Plan-79$926,350$202,262$2,560iApproximate average salary by contribution assumption: employee only about $64,007 at 4% or $42,671 at 6%; with 50% employer match about $42,671 at 4% or $28,448 at 6%; with 100% employer match about $32,003 at 4% or $21,336 at 6%.
2005155$682,140$190,029$3,455iApproximate average salary by contribution assumption: employee only about $86,377 at 4% or $57,585 at 6%; with 50% employer match about $57,585 at 4% or $38,390 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
Phillips Partnership 401(K) Plan-55$682,140$190,029$3,455iApproximate average salary by contribution assumption: employee only about $86,377 at 4% or $57,585 at 6%; with 50% employer match about $57,585 at 4% or $38,390 at 6%; with 100% employer match about $43,188 at 4% or $28,792 at 6%.
2004155$482,047$132,189$2,403iApproximate average salary by contribution assumption: employee only about $60,086 at 4% or $40,057 at 6%; with 50% employer match about $40,057 at 4% or $26,705 at 6%; with 100% employer match about $30,043 at 4% or $20,029 at 6%.
Phillips Partnership 401(K) Plan-55$482,047$132,189$2,403iApproximate average salary by contribution assumption: employee only about $60,086 at 4% or $40,057 at 6%; with 50% employer match about $40,057 at 4% or $26,705 at 6%; with 100% employer match about $30,043 at 4% or $20,029 at 6%.
2003137$356,509$92,008$2,487iApproximate average salary by contribution assumption: employee only about $62,168 at 4% or $41,445 at 6%; with 50% employer match about $41,445 at 4% or $27,630 at 6%; with 100% employer match about $31,084 at 4% or $20,723 at 6%.
Phillips Partnership 401(K) Plan-37$356,509$92,008$2,487iApproximate average salary by contribution assumption: employee only about $62,168 at 4% or $41,445 at 6%; with 50% employer match about $41,445 at 4% or $27,630 at 6%; with 100% employer match about $31,084 at 4% or $20,723 at 6%.
2002126$198,264$71,790$2,761iApproximate average salary by contribution assumption: employee only about $69,029 at 4% or $46,019 at 6%; with 50% employer match about $46,019 at 4% or $30,679 at 6%; with 100% employer match about $34,514 at 4% or $23,010 at 6%.
Phillips Partnership 401(K) Plan-26$198,264$71,790$2,761iApproximate average salary by contribution assumption: employee only about $69,029 at 4% or $46,019 at 6%; with 50% employer match about $46,019 at 4% or $30,679 at 6%; with 100% employer match about $34,514 at 4% or $23,010 at 6%.
2001127$185,494$52,361$1,939iApproximate average salary by contribution assumption: employee only about $48,482 at 4% or $32,322 at 6%; with 50% employer match about $32,322 at 4% or $21,548 at 6%; with 100% employer match about $24,241 at 4% or $16,161 at 6%.
Phillips Partnership 401(K) Plan-27$185,494$52,361$1,939iApproximate average salary by contribution assumption: employee only about $48,482 at 4% or $32,322 at 6%; with 50% employer match about $32,322 at 4% or $21,548 at 6%; with 100% employer match about $24,241 at 4% or $16,161 at 6%.