Phoenix Mortagage Inc
Plan context: Phoenix Mortgage Inc Money Purchase Pension Plan
EIN 62-1621243 • 8 filings • 4 plans
Current Snapshot
Latest Year
2002
2002 Participants
2
2002 Assets
$98,850
2002 Contributions
$29,011
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 2 | $98,850 | $29,011 | $14,506iApproximate average salary by contribution assumption: employee only about $362,638 at 4% or $241,758 at 6%; with 50% employer match about $241,758 at 4% or $161,172 at 6%; with 100% employer match about $181,319 at 4% or $120,879 at 6%. |
| Phoenix Mortgage Inc Money Purchase Pension Plan | - | 2 | $58,954 | $19,341 | $9,671iApproximate average salary by contribution assumption: employee only about $241,763 at 4% or $161,175 at 6%; with 50% employer match about $161,175 at 4% or $107,450 at 6%; with 100% employer match about $120,881 at 4% or $80,588 at 6%. |
| Phoenix Mortgage Inc Profit Sharing Plan | - | 2 | $39,896 | $9,670 | $4,835iApproximate average salary by contribution assumption: employee only about $120,875 at 4% or $80,583 at 6%; with 50% employer match about $80,583 at 4% or $53,722 at 6%; with 100% employer match about $60,438 at 4% or $40,292 at 6%. |
| 2001 | 2 | 2 | $0 | $0 | - |
| Phoenix Mortgage Inc Money Purchase Pension Plan | - | 2 | - | - | - |
| Phoenix Mortgage Inc Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $52,540 | $17,346 | $8,673iApproximate average salary by contribution assumption: employee only about $216,825 at 4% or $144,550 at 6%; with 50% employer match about $144,550 at 4% or $96,367 at 6%; with 100% employer match about $108,413 at 4% or $72,275 at 6%. |
| Phoenix Mortgage Inc Profit Sharing Plan | - | 2 | $26,634 | $5,782 | $2,891iApproximate average salary by contribution assumption: employee only about $72,275 at 4% or $48,183 at 6%; with 50% employer match about $48,183 at 4% or $32,122 at 6%; with 100% employer match about $36,138 at 4% or $24,092 at 6%. |
| Phoenix Mortgage Inc Money Purchase Pension Plan | - | 2 | $25,906 | $11,564 | $5,782iApproximate average salary by contribution assumption: employee only about $144,550 at 4% or $96,367 at 6%; with 50% employer match about $96,367 at 4% or $64,244 at 6%; with 100% employer match about $72,275 at 4% or $48,183 at 6%. |
| 1999 | 2 | 1 | $34,312 | $7,250 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| Phoenix Mortgage Inc Profit Sharing Plan | - | 1 | $20,595 | - | - |
| Phoenix Mortgage Inc Money Purchase Pension Plan | - | 1 | $13,717 | $7,250 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |