Ellis K Phelps & Company
Plan context: Ellis K Phelps & Company 401K Plan
EIN 59-0843474 • 6 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
37
2007 Assets
$3,632,106
2007 Contributions
$409,102
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Ellis K Phelps & Company 401K Plan | - | 0 | - | - | - |
| 2006 | 1 | 37 | $0 | $0 | - |
| Ellis K Phelps & Company 401K Plan | - | 37 | - | - | - |
| 2004 | 1 | 71 | $3,632,106 | $409,102 | $5,762iApproximate average salary by contribution assumption: employee only about $144,050 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,025 at 4% or $48,017 at 6%. |
| Ellis K Phelps & Company 401K Plan | - | 71 | $3,632,106 | $409,102 | $5,762iApproximate average salary by contribution assumption: employee only about $144,050 at 4% or $96,033 at 6%; with 50% employer match about $96,033 at 4% or $64,022 at 6%; with 100% employer match about $72,025 at 4% or $48,017 at 6%. |
| 2001 | 1 | 68 | $2,341,119 | $320,333 | $4,711iApproximate average salary by contribution assumption: employee only about $117,769 at 4% or $78,513 at 6%; with 50% employer match about $78,513 at 4% or $52,342 at 6%; with 100% employer match about $58,885 at 4% or $39,256 at 6%. |
| Ellis K Phelps & Company 401K Plan | - | 68 | $2,341,119 | $320,333 | $4,711iApproximate average salary by contribution assumption: employee only about $117,769 at 4% or $78,513 at 6%; with 50% employer match about $78,513 at 4% or $52,342 at 6%; with 100% employer match about $58,885 at 4% or $39,256 at 6%. |
| 2000 | 1 | 65 | $2,474,060 | $337,183 | $5,187iApproximate average salary by contribution assumption: employee only about $129,686 at 4% or $86,457 at 6%; with 50% employer match about $86,457 at 4% or $57,638 at 6%; with 100% employer match about $64,843 at 4% or $43,229 at 6%. |
| Ellis K Phelps & Company 401K Plan | - | 65 | $2,474,060 | $337,183 | $5,187iApproximate average salary by contribution assumption: employee only about $129,686 at 4% or $86,457 at 6%; with 50% employer match about $86,457 at 4% or $57,638 at 6%; with 100% employer match about $64,843 at 4% or $43,229 at 6%. |
| 1999 | 1 | 69 | $2,893,692 | $330,651 | $4,792iApproximate average salary by contribution assumption: employee only about $119,801 at 4% or $79,867 at 6%; with 50% employer match about $79,867 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%. |
| Ellis K Phelps & Company 401K Plan | - | 69 | $2,893,692 | $330,651 | $4,792iApproximate average salary by contribution assumption: employee only about $119,801 at 4% or $79,867 at 6%; with 50% employer match about $79,867 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%. |