Civic Intelligence

Phelan & Assoc Inc

Plan context: Phelan & Assoc Inc 401K Plan

EIN 62-1577002 • Brentwood, TN • 19 filings • 2 plans

5720 Cloverhill DrBrentwood, TN 37027-4724
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$525,467

2025 Contributions

$49,400

Historical Graphs

Total Assets Over Time

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

$525,467$262,734$0200720162025YearValue
$525,467Latest year 2025

Participants Over Time

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

420200720162025YearValue
3Latest year 2025

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
202513$525,467$49,400$16,467iApproximate average salary by contribution assumption: employee only about $411,667 at 4% or $274,444 at 6%; with 50% employer match about $274,444 at 4% or $182,963 at 6%; with 100% employer match about $205,833 at 4% or $137,222 at 6%.
Phelan & Assoc Inc 401K Plan-3$525,467$49,400$16,467iApproximate average salary by contribution assumption: employee only about $411,667 at 4% or $274,444 at 6%; with 50% employer match about $274,444 at 4% or $182,963 at 6%; with 100% employer match about $205,833 at 4% or $137,222 at 6%.
202414$411,609$41,200$10,300iApproximate average salary by contribution assumption: employee only about $257,500 at 4% or $171,667 at 6%; with 50% employer match about $171,667 at 4% or $114,444 at 6%; with 100% employer match about $128,750 at 4% or $85,833 at 6%.
Phelan & Assoc Inc 401K Plan-4$411,609$41,200$10,300iApproximate average salary by contribution assumption: employee only about $257,500 at 4% or $171,667 at 6%; with 50% employer match about $171,667 at 4% or $114,444 at 6%; with 100% employer match about $128,750 at 4% or $85,833 at 6%.
202314$363,021$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Phelan & Assoc Inc 401K Plan-4$363,021$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202214$300,308$35,440$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
Phelan & Assoc Inc 401K Plan-4$300,308$35,440$8,860iApproximate average salary by contribution assumption: employee only about $221,500 at 4% or $147,667 at 6%; with 50% employer match about $147,667 at 4% or $98,444 at 6%; with 100% employer match about $110,750 at 4% or $73,833 at 6%.
202114$330,568$34,640$8,660iApproximate average salary by contribution assumption: employee only about $216,500 at 4% or $144,333 at 6%; with 50% employer match about $144,333 at 4% or $96,222 at 6%; with 100% employer match about $108,250 at 4% or $72,167 at 6%.
Phelan & Assoc Inc 401K Plan-4$330,568$34,640$8,660iApproximate average salary by contribution assumption: employee only about $216,500 at 4% or $144,333 at 6%; with 50% employer match about $144,333 at 4% or $96,222 at 6%; with 100% employer match about $108,250 at 4% or $72,167 at 6%.
202014$259,042$34,920$8,730iApproximate average salary by contribution assumption: employee only about $218,250 at 4% or $145,500 at 6%; with 50% employer match about $145,500 at 4% or $97,000 at 6%; with 100% employer match about $109,125 at 4% or $72,750 at 6%.
Phelan & Assoc Inc 401K Plan-4$259,042$34,920$8,730iApproximate average salary by contribution assumption: employee only about $218,250 at 4% or $145,500 at 6%; with 50% employer match about $145,500 at 4% or $97,000 at 6%; with 100% employer match about $109,125 at 4% or $72,750 at 6%.
201913$187,278$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
Phelan & Assoc Inc 401K Plan-3$187,278$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
201813$178,079$42,848$14,283iApproximate average salary by contribution assumption: employee only about $357,067 at 4% or $238,044 at 6%; with 50% employer match about $238,044 at 4% or $158,696 at 6%; with 100% employer match about $178,533 at 4% or $119,022 at 6%.
Phelan & Assoc Inc 401K Plan-3$178,079$42,848$14,283iApproximate average salary by contribution assumption: employee only about $357,067 at 4% or $238,044 at 6%; with 50% employer match about $238,044 at 4% or $158,696 at 6%; with 100% employer match about $178,533 at 4% or $119,022 at 6%.
201712$143,860$39,160$19,580iApproximate average salary by contribution assumption: employee only about $489,500 at 4% or $326,333 at 6%; with 50% employer match about $326,333 at 4% or $217,556 at 6%; with 100% employer match about $244,750 at 4% or $163,167 at 6%.
Phelan & Assoc Inc 401K Plan-2$143,860$39,160$19,580iApproximate average salary by contribution assumption: employee only about $489,500 at 4% or $326,333 at 6%; with 50% employer match about $326,333 at 4% or $217,556 at 6%; with 100% employer match about $244,750 at 4% or $163,167 at 6%.
201612$85,885$21,180$10,590iApproximate average salary by contribution assumption: employee only about $264,750 at 4% or $176,500 at 6%; with 50% employer match about $176,500 at 4% or $117,667 at 6%; with 100% employer match about $132,375 at 4% or $88,250 at 6%.
Phelan & Assoc Inc 401K Plan-2$85,885$21,180$10,590iApproximate average salary by contribution assumption: employee only about $264,750 at 4% or $176,500 at 6%; with 50% employer match about $176,500 at 4% or $117,667 at 6%; with 100% employer match about $132,375 at 4% or $88,250 at 6%.
201511$60,714$33,460$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
Phelan & Assoc Inc 401K Plan-1$60,714$33,460$33,460iApproximate average salary by contribution assumption: employee only about $836,500 at 4% or $557,667 at 6%; with 50% employer match about $557,667 at 4% or $371,778 at 6%; with 100% employer match about $418,250 at 4% or $278,833 at 6%.
201412$226,765$14,120$7,060iApproximate average salary by contribution assumption: employee only about $176,500 at 4% or $117,667 at 6%; with 50% employer match about $117,667 at 4% or $78,444 at 6%; with 100% employer match about $88,250 at 4% or $58,833 at 6%.
Phelan & Assoc Inc 401K Plan-2$226,765$14,120$7,060iApproximate average salary by contribution assumption: employee only about $176,500 at 4% or $117,667 at 6%; with 50% employer match about $117,667 at 4% or $78,444 at 6%; with 100% employer match about $88,250 at 4% or $58,833 at 6%.
201312$203,906$28,168$14,084iApproximate average salary by contribution assumption: employee only about $352,100 at 4% or $234,733 at 6%; with 50% employer match about $234,733 at 4% or $156,489 at 6%; with 100% employer match about $176,050 at 4% or $117,367 at 6%.
Phelan & Assoc Inc 401K Plan-2$203,906$28,168$14,084iApproximate average salary by contribution assumption: employee only about $352,100 at 4% or $234,733 at 6%; with 50% employer match about $234,733 at 4% or $156,489 at 6%; with 100% employer match about $176,050 at 4% or $117,367 at 6%.
201212$138,740$15,400$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
Phelan & Assoc Inc 401K Plan-2$138,740$15,400$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
201112$107,849$10,040$5,020iApproximate average salary by contribution assumption: employee only about $125,500 at 4% or $83,667 at 6%; with 50% employer match about $83,667 at 4% or $55,778 at 6%; with 100% employer match about $62,750 at 4% or $41,833 at 6%.
Phelan & Assoc Inc 401K Plan-2$107,849$10,040$5,020iApproximate average salary by contribution assumption: employee only about $125,500 at 4% or $83,667 at 6%; with 50% employer match about $83,667 at 4% or $55,778 at 6%; with 100% employer match about $62,750 at 4% or $41,833 at 6%.
201012$103,866$14,300$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
Phelan & Assoc Inc 401K Plan-2$103,866$14,300$7,150iApproximate average salary by contribution assumption: employee only about $178,750 at 4% or $119,167 at 6%; with 50% employer match about $119,167 at 4% or $79,444 at 6%; with 100% employer match about $89,375 at 4% or $59,583 at 6%.
200912$78,347$14,250$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
Phelan & Assoc Inc 401K Plan-2$78,347$14,250$7,125iApproximate average salary by contribution assumption: employee only about $178,125 at 4% or $118,750 at 6%; with 50% employer match about $118,750 at 4% or $79,167 at 6%; with 100% employer match about $89,063 at 4% or $59,375 at 6%.
200812$46,664$40,198$20,099iApproximate average salary by contribution assumption: employee only about $502,475 at 4% or $334,983 at 6%; with 50% employer match about $334,983 at 4% or $223,322 at 6%; with 100% employer match about $251,238 at 4% or $167,492 at 6%.
Phelan & Assoc Inc 401K Plan-2$46,664$40,198$20,099iApproximate average salary by contribution assumption: employee only about $502,475 at 4% or $334,983 at 6%; with 50% employer match about $334,983 at 4% or $223,322 at 6%; with 100% employer match about $251,238 at 4% or $167,492 at 6%.
200712$19,651$19,400$9,700iApproximate average salary by contribution assumption: employee only about $242,500 at 4% or $161,667 at 6%; with 50% employer match about $161,667 at 4% or $107,778 at 6%; with 100% employer match about $121,250 at 4% or $80,833 at 6%.
Phelan & Assoc Inc 401K Plan-2$19,651$19,400$9,700iApproximate average salary by contribution assumption: employee only about $242,500 at 4% or $161,667 at 6%; with 50% employer match about $161,667 at 4% or $107,778 at 6%; with 100% employer match about $121,250 at 4% or $80,833 at 6%.