THE PHOENIX AGENCY
Plan context: The Phoenix Agency 401(K) Profit Sharing Plan and Trust
EIN 59-3044040 • Lutz, FL • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,134,568
2024 Contributions
$70,368
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 | 1 | 7 | $1,134,568 | $70,368 | $10,053iApproximate average salary by contribution assumption: employee only about $251,314 at 4% or $167,543 at 6%; with 50% employer match about $167,543 at 4% or $111,695 at 6%; with 100% employer match about $125,657 at 4% or $83,771 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 7 | $1,134,568 | $70,368 | $10,053iApproximate average salary by contribution assumption: employee only about $251,314 at 4% or $167,543 at 6%; with 50% employer match about $167,543 at 4% or $111,695 at 6%; with 100% employer match about $125,657 at 4% or $83,771 at 6%. |
| 2023 | 1 | 7 | $969,898 | $67,325 | $9,618iApproximate average salary by contribution assumption: employee only about $240,446 at 4% or $160,298 at 6%; with 50% employer match about $160,298 at 4% or $106,865 at 6%; with 100% employer match about $120,223 at 4% or $80,149 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 7 | $969,898 | $67,325 | $9,618iApproximate average salary by contribution assumption: employee only about $240,446 at 4% or $160,298 at 6%; with 50% employer match about $160,298 at 4% or $106,865 at 6%; with 100% employer match about $120,223 at 4% or $80,149 at 6%. |
| 2022 | 1 | 8 | $776,039 | $59,299 | $7,412iApproximate average salary by contribution assumption: employee only about $185,309 at 4% or $123,540 at 6%; with 50% employer match about $123,540 at 4% or $82,360 at 6%; with 100% employer match about $92,655 at 4% or $61,770 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 8 | $776,039 | $59,299 | $7,412iApproximate average salary by contribution assumption: employee only about $185,309 at 4% or $123,540 at 6%; with 50% employer match about $123,540 at 4% or $82,360 at 6%; with 100% employer match about $92,655 at 4% or $61,770 at 6%. |
| 2021 | 1 | 8 | $861,583 | $44,117 | $5,515iApproximate average salary by contribution assumption: employee only about $137,866 at 4% or $91,910 at 6%; with 50% employer match about $91,910 at 4% or $61,274 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 8 | $861,583 | $44,117 | $5,515iApproximate average salary by contribution assumption: employee only about $137,866 at 4% or $91,910 at 6%; with 50% employer match about $91,910 at 4% or $61,274 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%. |
| 2020 | 1 | 8 | $788,665 | $34,761 | $4,345iApproximate average salary by contribution assumption: employee only about $108,628 at 4% or $72,419 at 6%; with 50% employer match about $72,419 at 4% or $48,279 at 6%; with 100% employer match about $54,314 at 4% or $36,209 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 8 | $788,665 | $34,761 | $4,345iApproximate average salary by contribution assumption: employee only about $108,628 at 4% or $72,419 at 6%; with 50% employer match about $72,419 at 4% or $48,279 at 6%; with 100% employer match about $54,314 at 4% or $36,209 at 6%. |
| 2019 | 1 | 8 | $678,173 | $31,202 | $3,900iApproximate average salary by contribution assumption: employee only about $97,506 at 4% or $65,004 at 6%; with 50% employer match about $65,004 at 4% or $43,336 at 6%; with 100% employer match about $48,753 at 4% or $32,502 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 8 | $678,173 | $31,202 | $3,900iApproximate average salary by contribution assumption: employee only about $97,506 at 4% or $65,004 at 6%; with 50% employer match about $65,004 at 4% or $43,336 at 6%; with 100% employer match about $48,753 at 4% or $32,502 at 6%. |
| 2018 | 1 | 9 | $1,160,274 | $25,436 | $2,826iApproximate average salary by contribution assumption: employee only about $70,656 at 4% or $47,104 at 6%; with 50% employer match about $47,104 at 4% or $31,402 at 6%; with 100% employer match about $35,328 at 4% or $23,552 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 9 | $1,160,274 | $25,436 | $2,826iApproximate average salary by contribution assumption: employee only about $70,656 at 4% or $47,104 at 6%; with 50% employer match about $47,104 at 4% or $31,402 at 6%; with 100% employer match about $35,328 at 4% or $23,552 at 6%. |
| 2017 | 1 | 9 | $1,188,322 | $36,761 | $4,085iApproximate average salary by contribution assumption: employee only about $102,114 at 4% or $68,076 at 6%; with 50% employer match about $68,076 at 4% or $45,384 at 6%; with 100% employer match about $51,057 at 4% or $34,038 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 9 | $1,188,322 | $36,761 | $4,085iApproximate average salary by contribution assumption: employee only about $102,114 at 4% or $68,076 at 6%; with 50% employer match about $68,076 at 4% or $45,384 at 6%; with 100% employer match about $51,057 at 4% or $34,038 at 6%. |
| 2016 | 1 | 9 | $1,032,805 | $26,389 | $2,932iApproximate average salary by contribution assumption: employee only about $73,303 at 4% or $48,869 at 6%; with 50% employer match about $48,869 at 4% or $32,579 at 6%; with 100% employer match about $36,651 at 4% or $24,434 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 9 | $1,032,805 | $26,389 | $2,932iApproximate average salary by contribution assumption: employee only about $73,303 at 4% or $48,869 at 6%; with 50% employer match about $48,869 at 4% or $32,579 at 6%; with 100% employer match about $36,651 at 4% or $24,434 at 6%. |
| 2015 | 1 | 11 | $993,702 | $28,883 | $2,626iApproximate average salary by contribution assumption: employee only about $65,643 at 4% or $43,762 at 6%; with 50% employer match about $43,762 at 4% or $29,175 at 6%; with 100% employer match about $32,822 at 4% or $21,881 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 11 | $993,702 | $28,883 | $2,626iApproximate average salary by contribution assumption: employee only about $65,643 at 4% or $43,762 at 6%; with 50% employer match about $43,762 at 4% or $29,175 at 6%; with 100% employer match about $32,822 at 4% or $21,881 at 6%. |
| 2014 | 1 | 12 | $1,199,686 | $38,454 | $3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,408 at 6%; with 50% employer match about $53,408 at 4% or $35,606 at 6%; with 100% employer match about $40,056 at 4% or $26,704 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 12 | $1,199,686 | $38,454 | $3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,408 at 6%; with 50% employer match about $53,408 at 4% or $35,606 at 6%; with 100% employer match about $40,056 at 4% or $26,704 at 6%. |
| 2013 | 1 | 12 | $1,117,800 | $55,242 | $4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 12 | $1,117,800 | $55,242 | $4,604iApproximate average salary by contribution assumption: employee only about $115,088 at 4% or $76,725 at 6%; with 50% employer match about $76,725 at 4% or $51,150 at 6%; with 100% employer match about $57,544 at 4% or $38,363 at 6%. |
| 2012 | 1 | 15 | $1,150,490 | $68,663 | $4,578iApproximate average salary by contribution assumption: employee only about $114,438 at 4% or $76,292 at 6%; with 50% employer match about $76,292 at 4% or $50,861 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 15 | $1,150,490 | $68,663 | $4,578iApproximate average salary by contribution assumption: employee only about $114,438 at 4% or $76,292 at 6%; with 50% employer match about $76,292 at 4% or $50,861 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%. |
| 2011 | 1 | 16 | $1,132,534 | $95,545 | $5,972iApproximate average salary by contribution assumption: employee only about $149,289 at 4% or $99,526 at 6%; with 50% employer match about $99,526 at 4% or $66,351 at 6%; with 100% employer match about $74,645 at 4% or $49,763 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 16 | $1,132,534 | $95,545 | $5,972iApproximate average salary by contribution assumption: employee only about $149,289 at 4% or $99,526 at 6%; with 50% employer match about $99,526 at 4% or $66,351 at 6%; with 100% employer match about $74,645 at 4% or $49,763 at 6%. |
| 2010 | 1 | 16 | $1,130,072 | $118,110 | $7,382iApproximate average salary by contribution assumption: employee only about $184,547 at 4% or $123,031 at 6%; with 50% employer match about $123,031 at 4% or $82,021 at 6%; with 100% employer match about $92,273 at 4% or $61,516 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 16 | $1,130,072 | $118,110 | $7,382iApproximate average salary by contribution assumption: employee only about $184,547 at 4% or $123,031 at 6%; with 50% employer match about $123,031 at 4% or $82,021 at 6%; with 100% employer match about $92,273 at 4% or $61,516 at 6%. |
| 2009 | 1 | 13 | $918,271 | $93,644 | $7,203iApproximate average salary by contribution assumption: employee only about $180,085 at 4% or $120,056 at 6%; with 50% employer match about $120,056 at 4% or $80,038 at 6%; with 100% employer match about $90,042 at 4% or $60,028 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 13 | $918,271 | $93,644 | $7,203iApproximate average salary by contribution assumption: employee only about $180,085 at 4% or $120,056 at 6%; with 50% employer match about $120,056 at 4% or $80,038 at 6%; with 100% employer match about $90,042 at 4% or $60,028 at 6%. |
| 2008 | 1 | 14 | $873,354 | $86,055 | $6,147iApproximate average salary by contribution assumption: employee only about $153,670 at 4% or $102,446 at 6%; with 50% employer match about $102,446 at 4% or $68,298 at 6%; with 100% employer match about $76,835 at 4% or $51,223 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 14 | $873,354 | $86,055 | $6,147iApproximate average salary by contribution assumption: employee only about $153,670 at 4% or $102,446 at 6%; with 50% employer match about $102,446 at 4% or $68,298 at 6%; with 100% employer match about $76,835 at 4% or $51,223 at 6%. |
| 2007 | 1 | 13 | $1,022,002 | $91,842 | $7,065iApproximate average salary by contribution assumption: employee only about $176,619 at 4% or $117,746 at 6%; with 50% employer match about $117,746 at 4% or $78,497 at 6%; with 100% employer match about $88,310 at 4% or $58,873 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 13 | $1,022,002 | $91,842 | $7,065iApproximate average salary by contribution assumption: employee only about $176,619 at 4% or $117,746 at 6%; with 50% employer match about $117,746 at 4% or $78,497 at 6%; with 100% employer match about $88,310 at 4% or $58,873 at 6%. |
| 2006 | 1 | 13 | $860,575 | $95,166 | $7,320iApproximate average salary by contribution assumption: employee only about $183,012 at 4% or $122,008 at 6%; with 50% employer match about $122,008 at 4% or $81,338 at 6%; with 100% employer match about $91,506 at 4% or $61,004 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 13 | $860,575 | $95,166 | $7,320iApproximate average salary by contribution assumption: employee only about $183,012 at 4% or $122,008 at 6%; with 50% employer match about $122,008 at 4% or $81,338 at 6%; with 100% employer match about $91,506 at 4% or $61,004 at 6%. |
| 2005 | 1 | 14 | $681,712 | $60,720 | $4,337iApproximate average salary by contribution assumption: employee only about $108,429 at 4% or $72,286 at 6%; with 50% employer match about $72,286 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,143 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 14 | $681,712 | $60,720 | $4,337iApproximate average salary by contribution assumption: employee only about $108,429 at 4% or $72,286 at 6%; with 50% employer match about $72,286 at 4% or $48,190 at 6%; with 100% employer match about $54,214 at 4% or $36,143 at 6%. |
| 2004 | 1 | 13 | $586,885 | $54,764 | $4,213iApproximate average salary by contribution assumption: employee only about $105,315 at 4% or $70,210 at 6%; with 50% employer match about $70,210 at 4% or $46,807 at 6%; with 100% employer match about $52,658 at 4% or $35,105 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 13 | $586,885 | $54,764 | $4,213iApproximate average salary by contribution assumption: employee only about $105,315 at 4% or $70,210 at 6%; with 50% employer match about $70,210 at 4% or $46,807 at 6%; with 100% employer match about $52,658 at 4% or $35,105 at 6%. |
| 2003 | 1 | 12 | $503,446 | $54,115 | $4,510iApproximate average salary by contribution assumption: employee only about $112,740 at 4% or $75,160 at 6%; with 50% employer match about $75,160 at 4% or $50,106 at 6%; with 100% employer match about $56,370 at 4% or $37,580 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 12 | $503,446 | $54,115 | $4,510iApproximate average salary by contribution assumption: employee only about $112,740 at 4% or $75,160 at 6%; with 50% employer match about $75,160 at 4% or $50,106 at 6%; with 100% employer match about $56,370 at 4% or $37,580 at 6%. |
| 2002 | 1 | 10 | $400,812 | $86,947 | $8,695iApproximate average salary by contribution assumption: employee only about $217,368 at 4% or $144,912 at 6%; with 50% employer match about $144,912 at 4% or $96,608 at 6%; with 100% employer match about $108,684 at 4% or $72,456 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 10 | $400,812 | $86,947 | $8,695iApproximate average salary by contribution assumption: employee only about $217,368 at 4% or $144,912 at 6%; with 50% employer match about $144,912 at 4% or $96,608 at 6%; with 100% employer match about $108,684 at 4% or $72,456 at 6%. |
| 2001 | 1 | 11 | $391,984 | $72,289 | $6,572iApproximate average salary by contribution assumption: employee only about $164,293 at 4% or $109,529 at 6%; with 50% employer match about $109,529 at 4% or $73,019 at 6%; with 100% employer match about $82,147 at 4% or $54,764 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 11 | $391,984 | $72,289 | $6,572iApproximate average salary by contribution assumption: employee only about $164,293 at 4% or $109,529 at 6%; with 50% employer match about $109,529 at 4% or $73,019 at 6%; with 100% employer match about $82,147 at 4% or $54,764 at 6%. |
| 2000 | 1 | 11 | $351,194 | $55,236 | $5,021iApproximate average salary by contribution assumption: employee only about $125,536 at 4% or $83,691 at 6%; with 50% employer match about $83,691 at 4% or $55,794 at 6%; with 100% employer match about $62,768 at 4% or $41,845 at 6%. |
| The Phoenix Agency 401(K) Profit Sharing Plan and Trust | - | 11 | $351,194 | $55,236 | $5,021iApproximate average salary by contribution assumption: employee only about $125,536 at 4% or $83,691 at 6%; with 50% employer match about $83,691 at 4% or $55,794 at 6%; with 100% employer match about $62,768 at 4% or $41,845 at 6%. |