Civic Intelligence

Phillips & Caputo Attorneys at Law

Plan context: Phillips and Caputo Profit Sharing Trust

EIN 62-1344932 • 12 filings • 6 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$868,329

2005 Contributions

$22,702

Historical Graphs

Total Assets Over Time

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

$983,540$491,770$0199920002004YearValue
$868,329Latest year 2004

Participants Over Time

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

320199920022004YearValue
3Latest year 2004

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
200520$0$0-
PHILIPS & ASSOCIATES 401K PROFIT SHARING PLAN TRUST-0---
Phillips and Caputo Profit Sharing Trust-0---
200423$868,329$22,702$7,567iApproximate average salary by contribution assumption: employee only about $189,183 at 4% or $126,122 at 6%; with 50% employer match about $126,122 at 4% or $84,081 at 6%; with 100% employer match about $94,592 at 4% or $63,061 at 6%.
Phillips and Caputo Profit Sharing Trust-3$738,848--
PHILLIPS & ASSOCIATES 401K PROFIT SHARING PLAN TRUST-2$129,481$22,702$11,351iApproximate average salary by contribution assumption: employee only about $283,775 at 4% or $189,183 at 6%; with 50% employer match about $189,183 at 4% or $126,122 at 6%; with 100% employer match about $141,888 at 4% or $94,592 at 6%.
200313$0$0-
Phillips and Caputo Profit Sharing Trust-3---
200223$0$0-
Phillips and Caputo Profit Sharing Trust-3---
PHILLIPS & ASSOCIATES 401K PROFIT SHARING PLAN & T-3---
200133$0$0-
PHILLIPS & ASSOCIATES 401K PROFIT SHARING PLAN & T-2---
Phillips and Caputo Profit Sharing Trust-3---
PHILLIPS & ASSOCIATES 401K PROFIT SHARING PLAN & TRUST-2---
200013$936,553$50,292$16,764iApproximate average salary by contribution assumption: employee only about $419,100 at 4% or $279,400 at 6%; with 50% employer match about $279,400 at 4% or $186,267 at 6%; with 100% employer match about $209,550 at 4% or $139,700 at 6%.
Phillips and Caputo Profit Sharing Trust-3$936,553$50,292$16,764iApproximate average salary by contribution assumption: employee only about $419,100 at 4% or $279,400 at 6%; with 50% employer match about $279,400 at 4% or $186,267 at 6%; with 100% employer match about $209,550 at 4% or $139,700 at 6%.
199913$983,540$48,503$16,168iApproximate average salary by contribution assumption: employee only about $404,192 at 4% or $269,461 at 6%; with 50% employer match about $269,461 at 4% or $179,641 at 6%; with 100% employer match about $202,096 at 4% or $134,731 at 6%.
Phillips and Caputo Profit Sharing Trust-3$983,540$48,503$16,168iApproximate average salary by contribution assumption: employee only about $404,192 at 4% or $269,461 at 6%; with 50% employer match about $269,461 at 4% or $179,641 at 6%; with 100% employer match about $202,096 at 4% or $134,731 at 6%.