Civic Intelligence

PHILLIPS AND ASSOCIATES INC

Plan context: Phillips & Associates Inc., 401(K) Profit Sharing Plan

EIN 64-0586933 • Madison, MS • 25 filings • 5 plans

P. O. Box 2270Madison, MS 39130-2270
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,499,629

2024 Contributions

$6,227

Historical Graphs

Total Assets Over Time

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

$1,558,099$779,050$0199920122023YearValue
$1,499,629Latest year 2023

Participants Over Time

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

23120199920122023YearValue
5Latest year 2023

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
202410$0$6,227-
Phillips & Associates Inc., 401(K) Profit Sharing Plan-0$0$6,227-
202315$1,499,629$46,548$9,310iApproximate average salary by contribution assumption: employee only about $232,740 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-5$1,499,629$46,548$9,310iApproximate average salary by contribution assumption: employee only about $232,740 at 4% or $155,160 at 6%; with 50% employer match about $155,160 at 4% or $103,440 at 6%; with 100% employer match about $116,370 at 4% or $77,580 at 6%.
202216$1,330,928$48,634$8,106iApproximate average salary by contribution assumption: employee only about $202,642 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,063 at 6%; with 100% employer match about $101,321 at 4% or $67,547 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-6$1,330,928$48,634$8,106iApproximate average salary by contribution assumption: employee only about $202,642 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,063 at 6%; with 100% employer match about $101,321 at 4% or $67,547 at 6%.
202118$1,558,099$66,974$8,372iApproximate average salary by contribution assumption: employee only about $209,294 at 4% or $139,529 at 6%; with 50% employer match about $139,529 at 4% or $93,019 at 6%; with 100% employer match about $104,647 at 4% or $69,765 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-8$1,558,099$66,974$8,372iApproximate average salary by contribution assumption: employee only about $209,294 at 4% or $139,529 at 6%; with 50% employer match about $139,529 at 4% or $93,019 at 6%; with 100% employer match about $104,647 at 4% or $69,765 at 6%.
202019$1,373,555$63,405$7,045iApproximate average salary by contribution assumption: employee only about $176,125 at 4% or $117,417 at 6%; with 50% employer match about $117,417 at 4% or $78,278 at 6%; with 100% employer match about $88,063 at 4% or $58,708 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$1,373,555$63,405$7,045iApproximate average salary by contribution assumption: employee only about $176,125 at 4% or $117,417 at 6%; with 50% employer match about $117,417 at 4% or $78,278 at 6%; with 100% employer match about $88,063 at 4% or $58,708 at 6%.
201919$1,449,739$57,731$6,415iApproximate average salary by contribution assumption: employee only about $160,364 at 4% or $106,909 at 6%; with 50% employer match about $106,909 at 4% or $71,273 at 6%; with 100% employer match about $80,182 at 4% or $53,455 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$1,449,739$57,731$6,415iApproximate average salary by contribution assumption: employee only about $160,364 at 4% or $106,909 at 6%; with 50% employer match about $106,909 at 4% or $71,273 at 6%; with 100% employer match about $80,182 at 4% or $53,455 at 6%.
201819$1,187,536$55,048$6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,941 at 6%; with 50% employer match about $101,941 at 4% or $67,960 at 6%; with 100% employer match about $76,456 at 4% or $50,970 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$1,187,536$55,048$6,116iApproximate average salary by contribution assumption: employee only about $152,911 at 4% or $101,941 at 6%; with 50% employer match about $101,941 at 4% or $67,960 at 6%; with 100% employer match about $76,456 at 4% or $50,970 at 6%.
201719$1,213,658$15,547$1,727iApproximate average salary by contribution assumption: employee only about $43,186 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,395 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$1,213,658$15,547$1,727iApproximate average salary by contribution assumption: employee only about $43,186 at 4% or $28,791 at 6%; with 50% employer match about $28,791 at 4% or $19,194 at 6%; with 100% employer match about $21,593 at 4% or $14,395 at 6%.
201619$1,089,811$37,702$4,189iApproximate average salary by contribution assumption: employee only about $104,728 at 4% or $69,819 at 6%; with 50% employer match about $69,819 at 4% or $46,546 at 6%; with 100% employer match about $52,364 at 4% or $34,909 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$1,089,811$37,702$4,189iApproximate average salary by contribution assumption: employee only about $104,728 at 4% or $69,819 at 6%; with 50% employer match about $69,819 at 4% or $46,546 at 6%; with 100% employer match about $52,364 at 4% or $34,909 at 6%.
2015111$989,259$49,723$4,520iApproximate average salary by contribution assumption: employee only about $113,007 at 4% or $75,338 at 6%; with 50% employer match about $75,338 at 4% or $50,225 at 6%; with 100% employer match about $56,503 at 4% or $37,669 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-11$989,259$49,723$4,520iApproximate average salary by contribution assumption: employee only about $113,007 at 4% or $75,338 at 6%; with 50% employer match about $75,338 at 4% or $50,225 at 6%; with 100% employer match about $56,503 at 4% or $37,669 at 6%.
2014111$953,026$42,981$3,907iApproximate average salary by contribution assumption: employee only about $97,684 at 4% or $65,123 at 6%; with 50% employer match about $65,123 at 4% or $43,415 at 6%; with 100% employer match about $48,842 at 4% or $32,561 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-11$953,026$42,981$3,907iApproximate average salary by contribution assumption: employee only about $97,684 at 4% or $65,123 at 6%; with 50% employer match about $65,123 at 4% or $43,415 at 6%; with 100% employer match about $48,842 at 4% or $32,561 at 6%.
201319$870,910$45,655$5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,410 at 4% or $42,273 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-9$870,910$45,655$5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,410 at 4% or $42,273 at 6%.
2012110$794,076$42,339$4,234iApproximate average salary by contribution assumption: employee only about $105,847 at 4% or $70,565 at 6%; with 50% employer match about $70,565 at 4% or $47,043 at 6%; with 100% employer match about $52,924 at 4% or $35,283 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-10$794,076$42,339$4,234iApproximate average salary by contribution assumption: employee only about $105,847 at 4% or $70,565 at 6%; with 50% employer match about $70,565 at 4% or $47,043 at 6%; with 100% employer match about $52,924 at 4% or $35,283 at 6%.
2011114$658,911$49,198$3,514iApproximate average salary by contribution assumption: employee only about $87,854 at 4% or $58,569 at 6%; with 50% employer match about $58,569 at 4% or $39,046 at 6%; with 100% employer match about $43,927 at 4% or $29,285 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-14$658,911$49,198$3,514iApproximate average salary by contribution assumption: employee only about $87,854 at 4% or $58,569 at 6%; with 50% employer match about $58,569 at 4% or $39,046 at 6%; with 100% employer match about $43,927 at 4% or $29,285 at 6%.
2010115$640,736$47,203$3,147iApproximate average salary by contribution assumption: employee only about $78,672 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,965 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-15$640,736$47,203$3,147iApproximate average salary by contribution assumption: employee only about $78,672 at 4% or $52,448 at 6%; with 50% employer match about $52,448 at 4% or $34,965 at 6%; with 100% employer match about $39,336 at 4% or $26,224 at 6%.
2009117$783,988$57,125$3,360iApproximate average salary by contribution assumption: employee only about $84,007 at 4% or $56,005 at 6%; with 50% employer match about $56,005 at 4% or $37,337 at 6%; with 100% employer match about $42,004 at 4% or $28,002 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-17$783,988$57,125$3,360iApproximate average salary by contribution assumption: employee only about $84,007 at 4% or $56,005 at 6%; with 50% employer match about $56,005 at 4% or $37,337 at 6%; with 100% employer match about $42,004 at 4% or $28,002 at 6%.
2008118$578,297$55,323$3,074iApproximate average salary by contribution assumption: employee only about $76,838 at 4% or $51,225 at 6%; with 50% employer match about $51,225 at 4% or $34,150 at 6%; with 100% employer match about $38,419 at 4% or $25,613 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-18$578,297$55,323$3,074iApproximate average salary by contribution assumption: employee only about $76,838 at 4% or $51,225 at 6%; with 50% employer match about $51,225 at 4% or $34,150 at 6%; with 100% employer match about $38,419 at 4% or $25,613 at 6%.
2007119$798,089$49,161$2,587iApproximate average salary by contribution assumption: employee only about $64,686 at 4% or $43,124 at 6%; with 50% employer match about $43,124 at 4% or $28,749 at 6%; with 100% employer match about $32,343 at 4% or $21,562 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-19$798,089$49,161$2,587iApproximate average salary by contribution assumption: employee only about $64,686 at 4% or $43,124 at 6%; with 50% employer match about $43,124 at 4% or $28,749 at 6%; with 100% employer match about $32,343 at 4% or $21,562 at 6%.
2006117$752,136$38,658$2,274iApproximate average salary by contribution assumption: employee only about $56,850 at 4% or $37,900 at 6%; with 50% employer match about $37,900 at 4% or $25,267 at 6%; with 100% employer match about $28,425 at 4% or $18,950 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-17$752,136$38,658$2,274iApproximate average salary by contribution assumption: employee only about $56,850 at 4% or $37,900 at 6%; with 50% employer match about $37,900 at 4% or $25,267 at 6%; with 100% employer match about $28,425 at 4% or $18,950 at 6%.
200510$681,694$71,358-
Phillips & Associates Inc., 401(K) Profit Sharing Plan-0$681,694$71,358-
2004119$578,775$69,748$3,671iApproximate average salary by contribution assumption: employee only about $91,774 at 4% or $61,182 at 6%; with 50% employer match about $61,182 at 4% or $40,788 at 6%; with 100% employer match about $45,887 at 4% or $30,591 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-19$578,775$69,748$3,671iApproximate average salary by contribution assumption: employee only about $91,774 at 4% or $61,182 at 6%; with 50% employer match about $61,182 at 4% or $40,788 at 6%; with 100% employer match about $45,887 at 4% or $30,591 at 6%.
2002120$354,439$56,049$2,802iApproximate average salary by contribution assumption: employee only about $70,061 at 4% or $46,708 at 6%; with 50% employer match about $46,708 at 4% or $31,138 at 6%; with 100% employer match about $35,031 at 4% or $23,354 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-20$354,439$56,049$2,802iApproximate average salary by contribution assumption: employee only about $70,061 at 4% or $46,708 at 6%; with 50% employer match about $46,708 at 4% or $31,138 at 6%; with 100% employer match about $35,031 at 4% or $23,354 at 6%.
2001122$366,169$58,516$2,660iApproximate average salary by contribution assumption: employee only about $66,495 at 4% or $44,330 at 6%; with 50% employer match about $44,330 at 4% or $29,554 at 6%; with 100% employer match about $33,248 at 4% or $22,165 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-22$366,169$58,516$2,660iApproximate average salary by contribution assumption: employee only about $66,495 at 4% or $44,330 at 6%; with 50% employer match about $44,330 at 4% or $29,554 at 6%; with 100% employer match about $33,248 at 4% or $22,165 at 6%.
2000123$337,828$55,738$2,423iApproximate average salary by contribution assumption: employee only about $60,585 at 4% or $40,390 at 6%; with 50% employer match about $40,390 at 4% or $26,927 at 6%; with 100% employer match about $30,292 at 4% or $20,195 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-23$337,828$55,738$2,423iApproximate average salary by contribution assumption: employee only about $60,585 at 4% or $40,390 at 6%; with 50% employer match about $40,390 at 4% or $26,927 at 6%; with 100% employer match about $30,292 at 4% or $20,195 at 6%.
1999121$299,954$54,642$2,602iApproximate average salary by contribution assumption: employee only about $65,050 at 4% or $43,367 at 6%; with 50% employer match about $43,367 at 4% or $28,911 at 6%; with 100% employer match about $32,525 at 4% or $21,683 at 6%.
Phillips & Associates Inc., 401(K) Profit Sharing Plan-21$299,954$54,642$2,602iApproximate average salary by contribution assumption: employee only about $65,050 at 4% or $43,367 at 6%; with 50% employer match about $43,367 at 4% or $28,911 at 6%; with 100% employer match about $32,525 at 4% or $21,683 at 6%.