Civic Intelligence

Paul Jeffrey Phillips, Dds

Plan context: Paul Jeffery Phillips, Dds 401K Profit Sharing Plan

EIN 62-1206407 • Oak Ridge, TN • 26 filings • 8 plans

400 Laboratory RoadSuite 101Oak Ridge, TN 37830
Current Snapshot

Latest Year

2018

2018 Participants

13

2018 Assets

$3,166,985

2018 Contributions

$401,174

Historical Graphs

Total Assets Over Time

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

$3,166,985$1,583,493$0199920092018YearValue
$3,166,985Latest year 2018

Participants Over Time

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

1370199920092018YearValue
13Latest year 2018

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
2018213$3,166,985$401,174$30,860iApproximate average salary by contribution assumption: employee only about $771,488 at 4% or $514,326 at 6%; with 50% employer match about $514,326 at 4% or $342,884 at 6%; with 100% employer match about $385,744 at 4% or $257,163 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-13$2,350,386$134,579$10,352iApproximate average salary by contribution assumption: employee only about $258,806 at 4% or $172,537 at 6%; with 50% employer match about $172,537 at 4% or $115,025 at 6%; with 100% employer match about $129,403 at 4% or $86,269 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-13$816,599$266,595$20,507iApproximate average salary by contribution assumption: employee only about $512,683 at 4% or $341,788 at 6%; with 50% employer match about $341,788 at 4% or $227,859 at 6%; with 100% employer match about $256,341 at 4% or $170,894 at 6%.
2017213$2,990,300$373,533$28,733iApproximate average salary by contribution assumption: employee only about $718,333 at 4% or $478,888 at 6%; with 50% employer match about $478,888 at 4% or $319,259 at 6%; with 100% employer match about $359,166 at 4% or $239,444 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-13$2,408,864$150,082$11,545iApproximate average salary by contribution assumption: employee only about $288,619 at 4% or $192,413 at 6%; with 50% employer match about $192,413 at 4% or $128,275 at 6%; with 100% employer match about $144,310 at 4% or $96,206 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-13$581,436$223,451$17,189iApproximate average salary by contribution assumption: employee only about $429,713 at 4% or $286,476 at 6%; with 50% employer match about $286,476 at 4% or $190,984 at 6%; with 100% employer match about $214,857 at 4% or $143,238 at 6%.
2016212$2,282,080$241,937$20,161iApproximate average salary by contribution assumption: employee only about $504,035 at 4% or $336,024 at 6%; with 50% employer match about $336,024 at 4% or $224,016 at 6%; with 100% employer match about $252,018 at 4% or $168,012 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-12$1,956,959$143,707$11,976iApproximate average salary by contribution assumption: employee only about $299,390 at 4% or $199,593 at 6%; with 50% employer match about $199,593 at 4% or $133,062 at 6%; with 100% employer match about $149,695 at 4% or $99,797 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-12$325,121$98,230$8,186iApproximate average salary by contribution assumption: employee only about $204,646 at 4% or $136,431 at 6%; with 50% employer match about $136,431 at 4% or $90,954 at 6%; with 100% employer match about $102,323 at 4% or $68,215 at 6%.
201527$1,935,255$228,466$32,638iApproximate average salary by contribution assumption: employee only about $815,950 at 4% or $543,967 at 6%; with 50% employer match about $543,967 at 4% or $362,644 at 6%; with 100% employer match about $407,975 at 4% or $271,983 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-7$1,717,971$80,948$11,564iApproximate average salary by contribution assumption: employee only about $289,100 at 4% or $192,733 at 6%; with 50% employer match about $192,733 at 4% or $128,489 at 6%; with 100% employer match about $144,550 at 4% or $96,367 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-7$217,284$147,518$21,074iApproximate average salary by contribution assumption: employee only about $526,850 at 4% or $351,233 at 6%; with 50% employer match about $351,233 at 4% or $234,156 at 6%; with 100% employer match about $263,425 at 4% or $175,617 at 6%.
201427$1,884,813$165,670$23,667iApproximate average salary by contribution assumption: employee only about $591,679 at 4% or $394,452 at 6%; with 50% employer match about $394,452 at 4% or $262,968 at 6%; with 100% employer match about $295,839 at 4% or $197,226 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-7$1,737,267$102,823$14,689iApproximate average salary by contribution assumption: employee only about $367,225 at 4% or $244,817 at 6%; with 50% employer match about $244,817 at 4% or $163,211 at 6%; with 100% employer match about $183,613 at 4% or $122,408 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-5$147,546$62,847$12,569iApproximate average salary by contribution assumption: employee only about $314,235 at 4% or $209,490 at 6%; with 50% employer match about $209,490 at 4% or $139,660 at 6%; with 100% employer match about $157,118 at 4% or $104,745 at 6%.
201327$1,697,073$202,608$28,944iApproximate average salary by contribution assumption: employee only about $723,600 at 4% or $482,400 at 6%; with 50% employer match about $482,400 at 4% or $321,600 at 6%; with 100% employer match about $361,800 at 4% or $241,200 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-7$1,611,069$116,604$16,658iApproximate average salary by contribution assumption: employee only about $416,443 at 4% or $277,629 at 6%; with 50% employer match about $277,629 at 4% or $185,086 at 6%; with 100% employer match about $208,221 at 4% or $138,814 at 6%.
PAUL JEFFREY PHILLIPS, DDS CASH BALANCE PLAN-5$86,004$86,004$17,201iApproximate average salary by contribution assumption: employee only about $430,020 at 4% or $286,680 at 6%; with 50% employer match about $286,680 at 4% or $191,120 at 6%; with 100% employer match about $215,010 at 4% or $143,340 at 6%.
201217$1,342,161$104,369$14,910iApproximate average salary by contribution assumption: employee only about $372,746 at 4% or $248,498 at 6%; with 50% employer match about $248,498 at 4% or $165,665 at 6%; with 100% employer match about $186,373 at 4% or $124,249 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-7$1,342,161$104,369$14,910iApproximate average salary by contribution assumption: employee only about $372,746 at 4% or $248,498 at 6%; with 50% employer match about $248,498 at 4% or $165,665 at 6%; with 100% employer match about $186,373 at 4% or $124,249 at 6%.
201117$1,105,520$101,672$14,525iApproximate average salary by contribution assumption: employee only about $363,114 at 4% or $242,076 at 6%; with 50% employer match about $242,076 at 4% or $161,384 at 6%; with 100% employer match about $181,557 at 4% or $121,038 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-7$1,105,520$101,672$14,525iApproximate average salary by contribution assumption: employee only about $363,114 at 4% or $242,076 at 6%; with 50% employer match about $242,076 at 4% or $161,384 at 6%; with 100% employer match about $181,557 at 4% or $121,038 at 6%.
201018$1,036,644$99,125$12,391iApproximate average salary by contribution assumption: employee only about $309,766 at 4% or $206,510 at 6%; with 50% employer match about $206,510 at 4% or $137,674 at 6%; with 100% employer match about $154,883 at 4% or $103,255 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-8$1,036,644$99,125$12,391iApproximate average salary by contribution assumption: employee only about $309,766 at 4% or $206,510 at 6%; with 50% employer match about $206,510 at 4% or $137,674 at 6%; with 100% employer match about $154,883 at 4% or $103,255 at 6%.
200916$836,703$74,050$12,342iApproximate average salary by contribution assumption: employee only about $308,542 at 4% or $205,694 at 6%; with 50% employer match about $205,694 at 4% or $137,130 at 6%; with 100% employer match about $154,271 at 4% or $102,847 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-6$836,703$74,050$12,342iApproximate average salary by contribution assumption: employee only about $308,542 at 4% or $205,694 at 6%; with 50% employer match about $205,694 at 4% or $137,130 at 6%; with 100% employer match about $154,271 at 4% or $102,847 at 6%.
200815$629,225$77,741$15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-5$629,225$77,741$15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%.
200716$758,338$72,048$12,008iApproximate average salary by contribution assumption: employee only about $300,200 at 4% or $200,133 at 6%; with 50% employer match about $200,133 at 4% or $133,422 at 6%; with 100% employer match about $150,100 at 4% or $100,067 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-6$758,338$72,048$12,008iApproximate average salary by contribution assumption: employee only about $300,200 at 4% or $200,133 at 6%; with 50% employer match about $200,133 at 4% or $133,422 at 6%; with 100% employer match about $150,100 at 4% or $100,067 at 6%.
200615$638,880$71,517$14,303iApproximate average salary by contribution assumption: employee only about $357,585 at 4% or $238,390 at 6%; with 50% employer match about $238,390 at 4% or $158,927 at 6%; with 100% employer match about $178,793 at 4% or $119,195 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-5$638,880$71,517$14,303iApproximate average salary by contribution assumption: employee only about $357,585 at 4% or $238,390 at 6%; with 50% employer match about $238,390 at 4% or $158,927 at 6%; with 100% employer match about $178,793 at 4% or $119,195 at 6%.
200514$526,203$62,289$15,572iApproximate average salary by contribution assumption: employee only about $389,306 at 4% or $259,538 at 6%; with 50% employer match about $259,538 at 4% or $173,025 at 6%; with 100% employer match about $194,653 at 4% or $129,769 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-4$526,203$62,289$15,572iApproximate average salary by contribution assumption: employee only about $389,306 at 4% or $259,538 at 6%; with 50% employer match about $259,538 at 4% or $173,025 at 6%; with 100% employer match about $194,653 at 4% or $129,769 at 6%.
200415$433,714$61,158$12,232iApproximate average salary by contribution assumption: employee only about $305,790 at 4% or $203,860 at 6%; with 50% employer match about $203,860 at 4% or $135,907 at 6%; with 100% employer match about $152,895 at 4% or $101,930 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-5$433,714$61,158$12,232iApproximate average salary by contribution assumption: employee only about $305,790 at 4% or $203,860 at 6%; with 50% employer match about $203,860 at 4% or $135,907 at 6%; with 100% employer match about $152,895 at 4% or $101,930 at 6%.
200315$369,024$57,596$11,519iApproximate average salary by contribution assumption: employee only about $287,980 at 4% or $191,987 at 6%; with 50% employer match about $191,987 at 4% or $127,991 at 6%; with 100% employer match about $143,990 at 4% or $95,993 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-5$369,024$57,596$11,519iApproximate average salary by contribution assumption: employee only about $287,980 at 4% or $191,987 at 6%; with 50% employer match about $191,987 at 4% or $127,991 at 6%; with 100% employer match about $143,990 at 4% or $95,993 at 6%.
200216$259,425$63,683$10,614iApproximate average salary by contribution assumption: employee only about $265,346 at 4% or $176,897 at 6%; with 50% employer match about $176,897 at 4% or $117,931 at 6%; with 100% employer match about $132,673 at 4% or $88,449 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-6$259,425$63,683$10,614iApproximate average salary by contribution assumption: employee only about $265,346 at 4% or $176,897 at 6%; with 50% employer match about $176,897 at 4% or $117,931 at 6%; with 100% employer match about $132,673 at 4% or $88,449 at 6%.
200115$0$0-
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-5---
200010$244,212$40,241-
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-0$244,212$40,241-
199914$236,685$37,258$9,315iApproximate average salary by contribution assumption: employee only about $232,863 at 4% or $155,242 at 6%; with 50% employer match about $155,242 at 4% or $103,494 at 6%; with 100% employer match about $116,431 at 4% or $77,621 at 6%.
Paul Jeffery Phillips, Dds 401K Profit Sharing Plan-4$236,685$37,258$9,315iApproximate average salary by contribution assumption: employee only about $232,863 at 4% or $155,242 at 6%; with 50% employer match about $155,242 at 4% or $103,494 at 6%; with 100% employer match about $116,431 at 4% or $77,621 at 6%.