Civic Intelligence

Drs. Phillips and Todd PC.

Plan context: Drs. Phillips & Todd PC. 401K Retirement Savings Plan

EIN 63-1142338 • Hoover, AL • 25 filings • 6 plans

2034 Patton Chapel RoadHoover, AL 35216
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$7,807

2023 Contributions

$4,366

Historical Graphs

Total Assets Over Time

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

$8,226,593$4,113,297$0200020122022YearValue
$7,807Latest year 2022

Participants Over Time

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

40200200020122022YearValue
20Latest year 2022

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
202310$0$4,366-
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-0$0$4,366-
2022120$7,807$225,549$11,277iApproximate average salary by contribution assumption: employee only about $281,936 at 4% or $187,958 at 6%; with 50% employer match about $187,958 at 4% or $125,305 at 6%; with 100% employer match about $140,968 at 4% or $93,979 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-20$7,807$225,549$11,277iApproximate average salary by contribution assumption: employee only about $281,936 at 4% or $187,958 at 6%; with 50% employer match about $187,958 at 4% or $125,305 at 6%; with 100% employer match about $140,968 at 4% or $93,979 at 6%.
2021136$8,226,593$282,184$7,838iApproximate average salary by contribution assumption: employee only about $195,961 at 4% or $130,641 at 6%; with 50% employer match about $130,641 at 4% or $87,094 at 6%; with 100% employer match about $97,981 at 4% or $65,320 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-36$8,226,593$282,184$7,838iApproximate average salary by contribution assumption: employee only about $195,961 at 4% or $130,641 at 6%; with 50% employer match about $130,641 at 4% or $87,094 at 6%; with 100% employer match about $97,981 at 4% or $65,320 at 6%.
2020135$6,634,789$203,271$5,808iApproximate average salary by contribution assumption: employee only about $145,194 at 4% or $96,796 at 6%; with 50% employer match about $96,796 at 4% or $64,530 at 6%; with 100% employer match about $72,597 at 4% or $48,398 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-35$6,634,789$203,271$5,808iApproximate average salary by contribution assumption: employee only about $145,194 at 4% or $96,796 at 6%; with 50% employer match about $96,796 at 4% or $64,530 at 6%; with 100% employer match about $72,597 at 4% or $48,398 at 6%.
2019137$5,663,689$200,165$5,410iApproximate average salary by contribution assumption: employee only about $135,247 at 4% or $90,164 at 6%; with 50% employer match about $90,164 at 4% or $60,110 at 6%; with 100% employer match about $67,623 at 4% or $45,082 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-37$5,663,689$200,165$5,410iApproximate average salary by contribution assumption: employee only about $135,247 at 4% or $90,164 at 6%; with 50% employer match about $90,164 at 4% or $60,110 at 6%; with 100% employer match about $67,623 at 4% or $45,082 at 6%.
2018137$4,427,590$198,880$5,375iApproximate average salary by contribution assumption: employee only about $134,378 at 4% or $89,586 at 6%; with 50% employer match about $89,586 at 4% or $59,724 at 6%; with 100% employer match about $67,189 at 4% or $44,793 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-37$4,427,590$198,880$5,375iApproximate average salary by contribution assumption: employee only about $134,378 at 4% or $89,586 at 6%; with 50% employer match about $89,586 at 4% or $59,724 at 6%; with 100% employer match about $67,189 at 4% or $44,793 at 6%.
2017138$4,558,573$191,237$5,033iApproximate average salary by contribution assumption: employee only about $125,814 at 4% or $83,876 at 6%; with 50% employer match about $83,876 at 4% or $55,917 at 6%; with 100% employer match about $62,907 at 4% or $41,938 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-38$4,558,573$191,237$5,033iApproximate average salary by contribution assumption: employee only about $125,814 at 4% or $83,876 at 6%; with 50% employer match about $83,876 at 4% or $55,917 at 6%; with 100% employer match about $62,907 at 4% or $41,938 at 6%.
2016140$3,863,978$180,222$4,506iApproximate average salary by contribution assumption: employee only about $112,639 at 4% or $75,093 at 6%; with 50% employer match about $75,093 at 4% or $50,062 at 6%; with 100% employer match about $56,319 at 4% or $37,546 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-40$3,863,978$180,222$4,506iApproximate average salary by contribution assumption: employee only about $112,639 at 4% or $75,093 at 6%; with 50% employer match about $75,093 at 4% or $50,062 at 6%; with 100% employer match about $56,319 at 4% or $37,546 at 6%.
2015140$3,513,376$164,824$4,121iApproximate average salary by contribution assumption: employee only about $103,015 at 4% or $68,677 at 6%; with 50% employer match about $68,677 at 4% or $45,784 at 6%; with 100% employer match about $51,508 at 4% or $34,338 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-40$3,513,376$164,824$4,121iApproximate average salary by contribution assumption: employee only about $103,015 at 4% or $68,677 at 6%; with 50% employer match about $68,677 at 4% or $45,784 at 6%; with 100% employer match about $51,508 at 4% or $34,338 at 6%.
2014132$3,385,856$197,927$6,185iApproximate average salary by contribution assumption: employee only about $154,630 at 4% or $103,087 at 6%; with 50% employer match about $103,087 at 4% or $68,725 at 6%; with 100% employer match about $77,315 at 4% or $51,543 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-32$3,385,856$197,927$6,185iApproximate average salary by contribution assumption: employee only about $154,630 at 4% or $103,087 at 6%; with 50% employer match about $103,087 at 4% or $68,725 at 6%; with 100% employer match about $77,315 at 4% or $51,543 at 6%.
2013126$2,942,544$227,258$8,741iApproximate average salary by contribution assumption: employee only about $218,517 at 4% or $145,678 at 6%; with 50% employer match about $145,678 at 4% or $97,119 at 6%; with 100% employer match about $109,259 at 4% or $72,839 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-26$2,942,544$227,258$8,741iApproximate average salary by contribution assumption: employee only about $218,517 at 4% or $145,678 at 6%; with 50% employer match about $145,678 at 4% or $97,119 at 6%; with 100% employer match about $109,259 at 4% or $72,839 at 6%.
2012123$2,283,178$82,749$3,598iApproximate average salary by contribution assumption: employee only about $89,945 at 4% or $59,963 at 6%; with 50% employer match about $59,963 at 4% or $39,975 at 6%; with 100% employer match about $44,972 at 4% or $29,982 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-23$2,283,178$82,749$3,598iApproximate average salary by contribution assumption: employee only about $89,945 at 4% or $59,963 at 6%; with 50% employer match about $59,963 at 4% or $39,975 at 6%; with 100% employer match about $44,972 at 4% or $29,982 at 6%.
2011122$1,952,558$204,602$9,300iApproximate average salary by contribution assumption: employee only about $232,502 at 4% or $155,002 at 6%; with 50% employer match about $155,002 at 4% or $103,334 at 6%; with 100% employer match about $116,251 at 4% or $77,501 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-22$1,952,558$204,602$9,300iApproximate average salary by contribution assumption: employee only about $232,502 at 4% or $155,002 at 6%; with 50% employer match about $155,002 at 4% or $103,334 at 6%; with 100% employer match about $116,251 at 4% or $77,501 at 6%.
2010118$1,791,486$135,398$7,522iApproximate average salary by contribution assumption: employee only about $188,053 at 4% or $125,369 at 6%; with 50% employer match about $125,369 at 4% or $83,579 at 6%; with 100% employer match about $94,026 at 4% or $62,684 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-18$1,791,486$135,398$7,522iApproximate average salary by contribution assumption: employee only about $188,053 at 4% or $125,369 at 6%; with 50% employer match about $125,369 at 4% or $83,579 at 6%; with 100% employer match about $94,026 at 4% or $62,684 at 6%.
2009121$1,471,205$70,447$3,355iApproximate average salary by contribution assumption: employee only about $83,865 at 4% or $55,910 at 6%; with 50% employer match about $55,910 at 4% or $37,274 at 6%; with 100% employer match about $41,933 at 4% or $27,955 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-21$1,471,205$70,447$3,355iApproximate average salary by contribution assumption: employee only about $83,865 at 4% or $55,910 at 6%; with 50% employer match about $55,910 at 4% or $37,274 at 6%; with 100% employer match about $41,933 at 4% or $27,955 at 6%.
2008112$1,097,022$120,580$10,048iApproximate average salary by contribution assumption: employee only about $251,208 at 4% or $167,472 at 6%; with 50% employer match about $167,472 at 4% or $111,648 at 6%; with 100% employer match about $125,604 at 4% or $83,736 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-12$1,097,022$120,580$10,048iApproximate average salary by contribution assumption: employee only about $251,208 at 4% or $167,472 at 6%; with 50% employer match about $167,472 at 4% or $111,648 at 6%; with 100% employer match about $125,604 at 4% or $83,736 at 6%.
2007112$1,471,482$114,780$9,565iApproximate average salary by contribution assumption: employee only about $239,125 at 4% or $159,417 at 6%; with 50% employer match about $159,417 at 4% or $106,278 at 6%; with 100% employer match about $119,563 at 4% or $79,708 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-12$1,471,482$114,780$9,565iApproximate average salary by contribution assumption: employee only about $239,125 at 4% or $159,417 at 6%; with 50% employer match about $159,417 at 4% or $106,278 at 6%; with 100% employer match about $119,563 at 4% or $79,708 at 6%.
2005111$1,031,170$111,586$10,144iApproximate average salary by contribution assumption: employee only about $253,605 at 4% or $169,070 at 6%; with 50% employer match about $169,070 at 4% or $112,713 at 6%; with 100% employer match about $126,802 at 4% or $84,535 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-11$1,031,170$111,586$10,144iApproximate average salary by contribution assumption: employee only about $253,605 at 4% or $169,070 at 6%; with 50% employer match about $169,070 at 4% or $112,713 at 6%; with 100% employer match about $126,802 at 4% or $84,535 at 6%.
2004110$872,254$105,391$10,539iApproximate average salary by contribution assumption: employee only about $263,478 at 4% or $175,652 at 6%; with 50% employer match about $175,652 at 4% or $117,101 at 6%; with 100% employer match about $131,739 at 4% or $87,826 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-10$872,254$105,391$10,539iApproximate average salary by contribution assumption: employee only about $263,478 at 4% or $175,652 at 6%; with 50% employer match about $175,652 at 4% or $117,101 at 6%; with 100% employer match about $131,739 at 4% or $87,826 at 6%.
2003115$692,461$113,423$7,562iApproximate average salary by contribution assumption: employee only about $189,038 at 4% or $126,026 at 6%; with 50% employer match about $126,026 at 4% or $84,017 at 6%; with 100% employer match about $94,519 at 4% or $63,013 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-15$692,461$113,423$7,562iApproximate average salary by contribution assumption: employee only about $189,038 at 4% or $126,026 at 6%; with 50% employer match about $126,026 at 4% or $84,017 at 6%; with 100% employer match about $94,519 at 4% or $63,013 at 6%.
2002113$458,218$64,286$4,945iApproximate average salary by contribution assumption: employee only about $123,627 at 4% or $82,418 at 6%; with 50% employer match about $82,418 at 4% or $54,945 at 6%; with 100% employer match about $61,813 at 4% or $41,209 at 6%.
Drs. Phillips & Todd PC. 401K Retirement Savings Plan-13$458,218$64,286$4,945iApproximate average salary by contribution assumption: employee only about $123,627 at 4% or $82,418 at 6%; with 50% employer match about $82,418 at 4% or $54,945 at 6%; with 100% employer match about $61,813 at 4% or $41,209 at 6%.
200128$413,156$96,222$12,028iApproximate average salary by contribution assumption: employee only about $300,694 at 4% or $200,463 at 6%; with 50% employer match about $200,463 at 4% or $133,642 at 6%; with 100% employer match about $150,347 at 4% or $100,231 at 6%.
JOHN R. PHILLIPS, III, DMD, P.C. PROFIT SHARING PL-8$283,685$58,291$7,286iApproximate average salary by contribution assumption: employee only about $182,159 at 4% or $121,440 at 6%; with 50% employer match about $121,440 at 4% or $80,960 at 6%; with 100% employer match about $91,080 at 4% or $60,720 at 6%.
JOHN R. PHILLIPS, III, DMD, P.C. MONEY PURCHASE PLAN-8$129,471$37,931$4,741iApproximate average salary by contribution assumption: employee only about $118,534 at 4% or $79,023 at 6%; with 50% employer match about $79,023 at 4% or $52,682 at 6%; with 100% employer match about $59,267 at 4% or $39,511 at 6%.
200027$424,538$42,160$6,023iApproximate average salary by contribution assumption: employee only about $150,571 at 4% or $100,381 at 6%; with 50% employer match about $100,381 at 4% or $66,921 at 6%; with 100% employer match about $75,286 at 4% or $50,190 at 6%.
JOHN R. PHILLIPS, III, DMD, P.C. PROFIT SHARING PL-7$300,990$22,074$3,153iApproximate average salary by contribution assumption: employee only about $78,836 at 4% or $52,557 at 6%; with 50% employer match about $52,557 at 4% or $35,038 at 6%; with 100% employer match about $39,418 at 4% or $26,279 at 6%.
JOHN R. PHILLIPS, III, DMD, P.C. MONEY PURCHASE PLAN-7$123,548$20,086$2,869iApproximate average salary by contribution assumption: employee only about $71,736 at 4% or $47,824 at 6%; with 50% employer match about $47,824 at 4% or $31,883 at 6%; with 100% employer match about $35,868 at 4% or $23,912 at 6%.