Civic Intelligence

A. BRIAN PHILLIPS, P.A.

Plan context: A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN

EIN 59-3570234 • Orlando, FL • 24 filings • 4 plans

912 Highland AvenueOrlando, FL 32803
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,341,152

2024 Contributions

$14,989

Historical Graphs

Total Assets Over Time

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

$3,341,152$1,670,576$0200220142024YearValue
$3,341,152Latest year 2024

Participants Over Time

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

1050200220132024YearValue
10Latest year 2024

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
2024110$3,341,152$14,989$1,499iApproximate average salary by contribution assumption: employee only about $37,473 at 4% or $24,982 at 6%; with 50% employer match about $24,982 at 4% or $16,654 at 6%; with 100% employer match about $18,736 at 4% or $12,491 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-10$3,341,152$14,989$1,499iApproximate average salary by contribution assumption: employee only about $37,473 at 4% or $24,982 at 6%; with 50% employer match about $24,982 at 4% or $16,654 at 6%; with 100% employer match about $18,736 at 4% or $12,491 at 6%.
202316$2,733,464$19,016$3,169iApproximate average salary by contribution assumption: employee only about $79,233 at 4% or $52,822 at 6%; with 50% employer match about $52,822 at 4% or $35,215 at 6%; with 100% employer match about $39,617 at 4% or $26,411 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-6$2,733,464$19,016$3,169iApproximate average salary by contribution assumption: employee only about $79,233 at 4% or $52,822 at 6%; with 50% employer match about $52,822 at 4% or $35,215 at 6%; with 100% employer match about $39,617 at 4% or $26,411 at 6%.
202216$2,057,210$59,209$9,868iApproximate average salary by contribution assumption: employee only about $246,704 at 4% or $164,469 at 6%; with 50% employer match about $164,469 at 4% or $109,646 at 6%; with 100% employer match about $123,352 at 4% or $82,235 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-6$2,057,210$59,209$9,868iApproximate average salary by contribution assumption: employee only about $246,704 at 4% or $164,469 at 6%; with 50% employer match about $164,469 at 4% or $109,646 at 6%; with 100% employer match about $123,352 at 4% or $82,235 at 6%.
202118$2,687,063$70,751$8,844iApproximate average salary by contribution assumption: employee only about $221,097 at 4% or $147,398 at 6%; with 50% employer match about $147,398 at 4% or $98,265 at 6%; with 100% employer match about $110,548 at 4% or $73,699 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-8$2,687,063$70,751$8,844iApproximate average salary by contribution assumption: employee only about $221,097 at 4% or $147,398 at 6%; with 50% employer match about $147,398 at 4% or $98,265 at 6%; with 100% employer match about $110,548 at 4% or $73,699 at 6%.
202018$2,220,713$82,843$10,355iApproximate average salary by contribution assumption: employee only about $258,884 at 4% or $172,590 at 6%; with 50% employer match about $172,590 at 4% or $115,060 at 6%; with 100% employer match about $129,442 at 4% or $86,295 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-8$2,220,713$82,843$10,355iApproximate average salary by contribution assumption: employee only about $258,884 at 4% or $172,590 at 6%; with 50% employer match about $172,590 at 4% or $115,060 at 6%; with 100% employer match about $129,442 at 4% or $86,295 at 6%.
2019110$1,822,807$98,289$9,829iApproximate average salary by contribution assumption: employee only about $245,723 at 4% or $163,815 at 6%; with 50% employer match about $163,815 at 4% or $109,210 at 6%; with 100% employer match about $122,861 at 4% or $81,908 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-10$1,822,807$98,289$9,829iApproximate average salary by contribution assumption: employee only about $245,723 at 4% or $163,815 at 6%; with 50% employer match about $163,815 at 4% or $109,210 at 6%; with 100% employer match about $122,861 at 4% or $81,908 at 6%.
201818$1,318,284$82,337$10,292iApproximate average salary by contribution assumption: employee only about $257,303 at 4% or $171,535 at 6%; with 50% employer match about $171,535 at 4% or $114,357 at 6%; with 100% employer match about $128,652 at 4% or $85,768 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-8$1,318,284$82,337$10,292iApproximate average salary by contribution assumption: employee only about $257,303 at 4% or $171,535 at 6%; with 50% employer match about $171,535 at 4% or $114,357 at 6%; with 100% employer match about $128,652 at 4% or $85,768 at 6%.
201717$1,246,911$105,410$15,059iApproximate average salary by contribution assumption: employee only about $376,464 at 4% or $250,976 at 6%; with 50% employer match about $250,976 at 4% or $167,317 at 6%; with 100% employer match about $188,232 at 4% or $125,488 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-7$1,246,911$105,410$15,059iApproximate average salary by contribution assumption: employee only about $376,464 at 4% or $250,976 at 6%; with 50% employer match about $250,976 at 4% or $167,317 at 6%; with 100% employer match about $188,232 at 4% or $125,488 at 6%.
201615$948,931$69,453$13,891iApproximate average salary by contribution assumption: employee only about $347,265 at 4% or $231,510 at 6%; with 50% employer match about $231,510 at 4% or $154,340 at 6%; with 100% employer match about $173,633 at 4% or $115,755 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-5$948,931$69,453$13,891iApproximate average salary by contribution assumption: employee only about $347,265 at 4% or $231,510 at 6%; with 50% employer match about $231,510 at 4% or $154,340 at 6%; with 100% employer match about $173,633 at 4% or $115,755 at 6%.
201515$807,269$67,929$13,586iApproximate average salary by contribution assumption: employee only about $339,645 at 4% or $226,430 at 6%; with 50% employer match about $226,430 at 4% or $150,953 at 6%; with 100% employer match about $169,823 at 4% or $113,215 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-5$807,269$67,929$13,586iApproximate average salary by contribution assumption: employee only about $339,645 at 4% or $226,430 at 6%; with 50% employer match about $226,430 at 4% or $150,953 at 6%; with 100% employer match about $169,823 at 4% or $113,215 at 6%.
201415$710,677$7,618$1,524iApproximate average salary by contribution assumption: employee only about $38,090 at 4% or $25,393 at 6%; with 50% employer match about $25,393 at 4% or $16,929 at 6%; with 100% employer match about $19,045 at 4% or $12,697 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-5$710,677$7,618$1,524iApproximate average salary by contribution assumption: employee only about $38,090 at 4% or $25,393 at 6%; with 50% employer match about $25,393 at 4% or $16,929 at 6%; with 100% employer match about $19,045 at 4% or $12,697 at 6%.
201314$637,606$6,934$1,734iApproximate average salary by contribution assumption: employee only about $43,338 at 4% or $28,892 at 6%; with 50% employer match about $28,892 at 4% or $19,261 at 6%; with 100% employer match about $21,669 at 4% or $14,446 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401(K) PLAN-4$637,606$6,934$1,734iApproximate average salary by contribution assumption: employee only about $43,338 at 4% or $28,892 at 6%; with 50% employer match about $28,892 at 4% or $19,261 at 6%; with 100% employer match about $21,669 at 4% or $14,446 at 6%.
201213$502,050$54,584$18,195iApproximate average salary by contribution assumption: employee only about $454,867 at 4% or $303,244 at 6%; with 50% employer match about $303,244 at 4% or $202,163 at 6%; with 100% employer match about $227,433 at 4% or $151,622 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN-3$502,050$54,584$18,195iApproximate average salary by contribution assumption: employee only about $454,867 at 4% or $303,244 at 6%; with 50% employer match about $303,244 at 4% or $202,163 at 6%; with 100% employer match about $227,433 at 4% or $151,622 at 6%.
201114$419,481$5,721$1,430iApproximate average salary by contribution assumption: employee only about $35,756 at 4% or $23,838 at 6%; with 50% employer match about $23,838 at 4% or $15,892 at 6%; with 100% employer match about $17,878 at 4% or $11,919 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN-4$419,481$5,721$1,430iApproximate average salary by contribution assumption: employee only about $35,756 at 4% or $23,838 at 6%; with 50% employer match about $23,838 at 4% or $15,892 at 6%; with 100% employer match about $17,878 at 4% or $11,919 at 6%.
201014$416,763$59,092$14,773iApproximate average salary by contribution assumption: employee only about $369,325 at 4% or $246,217 at 6%; with 50% employer match about $246,217 at 4% or $164,144 at 6%; with 100% employer match about $184,663 at 4% or $123,108 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN-4$416,763$59,092$14,773iApproximate average salary by contribution assumption: employee only about $369,325 at 4% or $246,217 at 6%; with 50% employer match about $246,217 at 4% or $164,144 at 6%; with 100% employer match about $184,663 at 4% or $123,108 at 6%.
200913$319,644$54,380$18,127iApproximate average salary by contribution assumption: employee only about $453,167 at 4% or $302,111 at 6%; with 50% employer match about $302,111 at 4% or $201,407 at 6%; with 100% employer match about $226,583 at 4% or $151,056 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401(K) PLAN-3$319,644$54,380$18,127iApproximate average salary by contribution assumption: employee only about $453,167 at 4% or $302,111 at 6%; with 50% employer match about $302,111 at 4% or $201,407 at 6%; with 100% employer match about $226,583 at 4% or $151,056 at 6%.
200812$227,248$50,812$25,406iApproximate average salary by contribution assumption: employee only about $635,150 at 4% or $423,433 at 6%; with 50% employer match about $423,433 at 4% or $282,289 at 6%; with 100% employer match about $317,575 at 4% or $211,717 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-2$227,248$50,812$25,406iApproximate average salary by contribution assumption: employee only about $635,150 at 4% or $423,433 at 6%; with 50% employer match about $423,433 at 4% or $282,289 at 6%; with 100% employer match about $317,575 at 4% or $211,717 at 6%.
200712$276,455$48,576$24,288iApproximate average salary by contribution assumption: employee only about $607,200 at 4% or $404,800 at 6%; with 50% employer match about $404,800 at 4% or $269,867 at 6%; with 100% employer match about $303,600 at 4% or $202,400 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-2$276,455$48,576$24,288iApproximate average salary by contribution assumption: employee only about $607,200 at 4% or $404,800 at 6%; with 50% employer match about $404,800 at 4% or $269,867 at 6%; with 100% employer match about $303,600 at 4% or $202,400 at 6%.
200612$223,733$45,405$22,703iApproximate average salary by contribution assumption: employee only about $567,563 at 4% or $378,375 at 6%; with 50% employer match about $378,375 at 4% or $252,250 at 6%; with 100% employer match about $283,781 at 4% or $189,188 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-2$223,733$45,405$22,703iApproximate average salary by contribution assumption: employee only about $567,563 at 4% or $378,375 at 6%; with 50% employer match about $378,375 at 4% or $252,250 at 6%; with 100% employer match about $283,781 at 4% or $189,188 at 6%.
200511$165,405$30,290$30,290iApproximate average salary by contribution assumption: employee only about $757,250 at 4% or $504,833 at 6%; with 50% employer match about $504,833 at 4% or $336,556 at 6%; with 100% employer match about $378,625 at 4% or $252,417 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-1$165,405$30,290$30,290iApproximate average salary by contribution assumption: employee only about $757,250 at 4% or $504,833 at 6%; with 50% employer match about $504,833 at 4% or $336,556 at 6%; with 100% employer match about $378,625 at 4% or $252,417 at 6%.
200411$143,045$31,108$31,108iApproximate average salary by contribution assumption: employee only about $777,700 at 4% or $518,467 at 6%; with 50% employer match about $518,467 at 4% or $345,644 at 6%; with 100% employer match about $388,850 at 4% or $259,233 at 6%.
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-1$143,045$31,108$31,108iApproximate average salary by contribution assumption: employee only about $777,700 at 4% or $518,467 at 6%; with 50% employer match about $518,467 at 4% or $345,644 at 6%; with 100% employer match about $388,850 at 4% or $259,233 at 6%.
200313$0$0-
A.B. PHILLIPS & ASSOCIATES, P.A. PROFIT SHARING AND 401K PLAN-3---
200211$40,192$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401K PLAN-1$40,192$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200110$0$0-
A. BRIAN PHILLIPS, P.A. PROFIT SHARING AND 401K PLAN-0---