Civic Intelligence

PHI THETA KAPPA

Plan context: PHI THETA KAPPA 401(K) PLAN AND TRUST

EIN 64-6012238 • Jackson, MS • 25 filings • 3 plans

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1625 Eastover DriveJackson, MS 39211
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$7,324,558

2024 Contributions

$505,738

Historical Graphs

Total Assets Over Time

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

$7,324,558$3,662,279$0200020142024YearValue
$7,324,558Latest year 2024

Participants Over Time

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

100500200020122024YearValue
71Latest year 2024

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
2024171$7,324,558$505,738$7,123iApproximate average salary by contribution assumption: employee only about $178,077 at 4% or $118,718 at 6%; with 50% employer match about $118,718 at 4% or $79,145 at 6%; with 100% employer match about $89,038 at 4% or $59,359 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-71$7,324,558$505,738$7,123iApproximate average salary by contribution assumption: employee only about $178,077 at 4% or $118,718 at 6%; with 50% employer match about $118,718 at 4% or $79,145 at 6%; with 100% employer match about $89,038 at 4% or $59,359 at 6%.
2023172$6,644,642$464,788$6,455iApproximate average salary by contribution assumption: employee only about $161,385 at 4% or $107,590 at 6%; with 50% employer match about $107,590 at 4% or $71,727 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-72$6,644,642$464,788$6,455iApproximate average salary by contribution assumption: employee only about $161,385 at 4% or $107,590 at 6%; with 50% employer match about $107,590 at 4% or $71,727 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%.
2022169$5,613,698$434,599$6,299iApproximate average salary by contribution assumption: employee only about $157,463 at 4% or $104,976 at 6%; with 50% employer match about $104,976 at 4% or $69,984 at 6%; with 100% employer match about $78,732 at 4% or $52,488 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-69$5,613,698$434,599$6,299iApproximate average salary by contribution assumption: employee only about $157,463 at 4% or $104,976 at 6%; with 50% employer match about $104,976 at 4% or $69,984 at 6%; with 100% employer match about $78,732 at 4% or $52,488 at 6%.
2021168$6,808,606$439,037$6,456iApproximate average salary by contribution assumption: employee only about $161,411 at 4% or $107,607 at 6%; with 50% employer match about $107,607 at 4% or $71,738 at 6%; with 100% employer match about $80,705 at 4% or $53,804 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-68$6,808,606$439,037$6,456iApproximate average salary by contribution assumption: employee only about $161,411 at 4% or $107,607 at 6%; with 50% employer match about $107,607 at 4% or $71,738 at 6%; with 100% employer match about $80,705 at 4% or $53,804 at 6%.
2020185$5,949,508$440,251$5,179iApproximate average salary by contribution assumption: employee only about $129,486 at 4% or $86,324 at 6%; with 50% employer match about $86,324 at 4% or $57,549 at 6%; with 100% employer match about $64,743 at 4% or $43,162 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-85$5,949,508$440,251$5,179iApproximate average salary by contribution assumption: employee only about $129,486 at 4% or $86,324 at 6%; with 50% employer match about $86,324 at 4% or $57,549 at 6%; with 100% employer match about $64,743 at 4% or $43,162 at 6%.
2019186$5,484,959$467,438$5,435iApproximate average salary by contribution assumption: employee only about $135,883 at 4% or $90,589 at 6%; with 50% employer match about $90,589 at 4% or $60,393 at 6%; with 100% employer match about $67,942 at 4% or $45,294 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-86$5,484,959$467,438$5,435iApproximate average salary by contribution assumption: employee only about $135,883 at 4% or $90,589 at 6%; with 50% employer match about $90,589 at 4% or $60,393 at 6%; with 100% employer match about $67,942 at 4% or $45,294 at 6%.
2018182$4,238,223$438,726$5,350iApproximate average salary by contribution assumption: employee only about $133,758 at 4% or $89,172 at 6%; with 50% employer match about $89,172 at 4% or $59,448 at 6%; with 100% employer match about $66,879 at 4% or $44,586 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-82$4,238,223$438,726$5,350iApproximate average salary by contribution assumption: employee only about $133,758 at 4% or $89,172 at 6%; with 50% employer match about $89,172 at 4% or $59,448 at 6%; with 100% employer match about $66,879 at 4% or $44,586 at 6%.
2017181$4,464,960$405,149$5,002iApproximate average salary by contribution assumption: employee only about $125,046 at 4% or $83,364 at 6%; with 50% employer match about $83,364 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-81$4,464,960$405,149$5,002iApproximate average salary by contribution assumption: employee only about $125,046 at 4% or $83,364 at 6%; with 50% employer match about $83,364 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%.
2016188$3,974,807$541,006$6,148iApproximate average salary by contribution assumption: employee only about $153,695 at 4% or $102,463 at 6%; with 50% employer match about $102,463 at 4% or $68,309 at 6%; with 100% employer match about $76,847 at 4% or $51,232 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-88$3,974,807$541,006$6,148iApproximate average salary by contribution assumption: employee only about $153,695 at 4% or $102,463 at 6%; with 50% employer match about $102,463 at 4% or $68,309 at 6%; with 100% employer match about $76,847 at 4% or $51,232 at 6%.
2015189$3,807,984$471,818$5,301iApproximate average salary by contribution assumption: employee only about $132,533 at 4% or $88,355 at 6%; with 50% employer match about $88,355 at 4% or $58,904 at 6%; with 100% employer match about $66,267 at 4% or $44,178 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-89$3,807,984$471,818$5,301iApproximate average salary by contribution assumption: employee only about $132,533 at 4% or $88,355 at 6%; with 50% employer match about $88,355 at 4% or $58,904 at 6%; with 100% employer match about $66,267 at 4% or $44,178 at 6%.
2014197$4,433,104$478,470$4,933iApproximate average salary by contribution assumption: employee only about $123,317 at 4% or $82,211 at 6%; with 50% employer match about $82,211 at 4% or $54,808 at 6%; with 100% employer match about $61,659 at 4% or $41,106 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-97$4,433,104$478,470$4,933iApproximate average salary by contribution assumption: employee only about $123,317 at 4% or $82,211 at 6%; with 50% employer match about $82,211 at 4% or $54,808 at 6%; with 100% employer match about $61,659 at 4% or $41,106 at 6%.
2013195$3,858,805$475,381$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-95$3,858,805$475,381$5,004iApproximate average salary by contribution assumption: employee only about $125,100 at 4% or $83,400 at 6%; with 50% employer match about $83,400 at 4% or $55,600 at 6%; with 100% employer match about $62,550 at 4% or $41,700 at 6%.
20121100$3,075,419$447,184$4,472iApproximate average salary by contribution assumption: employee only about $111,796 at 4% or $74,531 at 6%; with 50% employer match about $74,531 at 4% or $49,687 at 6%; with 100% employer match about $55,898 at 4% or $37,265 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-100$3,075,419$447,184$4,472iApproximate average salary by contribution assumption: employee only about $111,796 at 4% or $74,531 at 6%; with 50% employer match about $74,531 at 4% or $49,687 at 6%; with 100% employer match about $55,898 at 4% or $37,265 at 6%.
2011179$2,394,212$324,792$4,111iApproximate average salary by contribution assumption: employee only about $102,782 at 4% or $68,522 at 6%; with 50% employer match about $68,522 at 4% or $45,681 at 6%; with 100% employer match about $51,391 at 4% or $34,261 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-79$2,394,212$324,792$4,111iApproximate average salary by contribution assumption: employee only about $102,782 at 4% or $68,522 at 6%; with 50% employer match about $68,522 at 4% or $45,681 at 6%; with 100% employer match about $51,391 at 4% or $34,261 at 6%.
2010173$2,234,317$304,326$4,169iApproximate average salary by contribution assumption: employee only about $104,221 at 4% or $69,481 at 6%; with 50% employer match about $69,481 at 4% or $46,321 at 6%; with 100% employer match about $52,111 at 4% or $34,740 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-73$2,234,317$304,326$4,169iApproximate average salary by contribution assumption: employee only about $104,221 at 4% or $69,481 at 6%; with 50% employer match about $69,481 at 4% or $46,321 at 6%; with 100% employer match about $52,111 at 4% or $34,740 at 6%.
2009169$1,787,814$299,936$4,347iApproximate average salary by contribution assumption: employee only about $108,672 at 4% or $72,448 at 6%; with 50% employer match about $72,448 at 4% or $48,299 at 6%; with 100% employer match about $54,336 at 4% or $36,224 at 6%.
PHI THETA KAPPA 401(K) PLAN AND TRUST-69$1,787,814$299,936$4,347iApproximate average salary by contribution assumption: employee only about $108,672 at 4% or $72,448 at 6%; with 50% employer match about $72,448 at 4% or $48,299 at 6%; with 100% employer match about $54,336 at 4% or $36,224 at 6%.
2008164$0$0-
PHI THETA KAPPA 401K PLAN AND TRUST-64---
2007165$0$0-
PHI THETA KAPPA 401K PLAN AND TRUST-65---
2006175$1,086,715$286,442$3,819iApproximate average salary by contribution assumption: employee only about $95,481 at 4% or $63,654 at 6%; with 50% employer match about $63,654 at 4% or $42,436 at 6%; with 100% employer match about $47,740 at 4% or $31,827 at 6%.
PHI THETA KAPPA 401K PLAN AND TRUST-75$1,086,715$286,442$3,819iApproximate average salary by contribution assumption: employee only about $95,481 at 4% or $63,654 at 6%; with 50% employer match about $63,654 at 4% or $42,436 at 6%; with 100% employer match about $47,740 at 4% or $31,827 at 6%.
2005164$885,795$303,706$4,745iApproximate average salary by contribution assumption: employee only about $118,635 at 4% or $79,090 at 6%; with 50% employer match about $79,090 at 4% or $52,727 at 6%; with 100% employer match about $59,318 at 4% or $39,545 at 6%.
PHI THETA KAPPA 401K PLAN AND TRUST-64$885,795$303,706$4,745iApproximate average salary by contribution assumption: employee only about $118,635 at 4% or $79,090 at 6%; with 50% employer match about $79,090 at 4% or $52,727 at 6%; with 100% employer match about $59,318 at 4% or $39,545 at 6%.
2004147$595,553$160,799$3,421iApproximate average salary by contribution assumption: employee only about $85,531 at 4% or $57,021 at 6%; with 50% employer match about $57,021 at 4% or $38,014 at 6%; with 100% employer match about $42,766 at 4% or $28,510 at 6%.
PHI THETA KAPPA 401K PLAN & TRUST-47$595,553$160,799$3,421iApproximate average salary by contribution assumption: employee only about $85,531 at 4% or $57,021 at 6%; with 50% employer match about $57,021 at 4% or $38,014 at 6%; with 100% employer match about $42,766 at 4% or $28,510 at 6%.
2003145$388,449$122,364$2,719iApproximate average salary by contribution assumption: employee only about $67,980 at 4% or $45,320 at 6%; with 50% employer match about $45,320 at 4% or $30,213 at 6%; with 100% employer match about $33,990 at 4% or $22,660 at 6%.
PHI THETA KAPPA 401K PLAN & TRUST-45$388,449$122,364$2,719iApproximate average salary by contribution assumption: employee only about $67,980 at 4% or $45,320 at 6%; with 50% employer match about $45,320 at 4% or $30,213 at 6%; with 100% employer match about $33,990 at 4% or $22,660 at 6%.
2002139$208,249$124,323$3,188iApproximate average salary by contribution assumption: employee only about $79,694 at 4% or $53,129 at 6%; with 50% employer match about $53,129 at 4% or $35,420 at 6%; with 100% employer match about $39,847 at 4% or $26,565 at 6%.
PHI THETA KAPPA 401K PLAN & TRUST-39$208,249$124,323$3,188iApproximate average salary by contribution assumption: employee only about $79,694 at 4% or $53,129 at 6%; with 50% employer match about $53,129 at 4% or $35,420 at 6%; with 100% employer match about $39,847 at 4% or $26,565 at 6%.
2001132$0$0-
PHI THETA KAPPA 401K PLAN & TRUST-32---
2000128$81,181$96,222$3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%.
PHI THETA KAPPA 401K PLAN AND TRUST-28$81,181$96,222$3,437iApproximate average salary by contribution assumption: employee only about $85,913 at 4% or $57,275 at 6%; with 50% employer match about $57,275 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,638 at 6%.