Phillips & White Orthodontics, P.A.
Plan context: Phillips & White Orthodontics, P.A. 401(K) Plan
EIN 64-6149896 • Greenwood, MS • 20 filings • 3 plans
Current Snapshot
Latest Year
2019
2019 Participants
5
2019 Assets
$3,041,287
2019 Contributions
$67,010
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 5 | $3,041,287 | $67,010 | $13,402iApproximate average salary by contribution assumption: employee only about $335,050 at 4% or $223,367 at 6%; with 50% employer match about $223,367 at 4% or $148,911 at 6%; with 100% employer match about $167,525 at 4% or $111,683 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $3,041,287 | $67,010 | $13,402iApproximate average salary by contribution assumption: employee only about $335,050 at 4% or $223,367 at 6%; with 50% employer match about $223,367 at 4% or $148,911 at 6%; with 100% employer match about $167,525 at 4% or $111,683 at 6%. |
| 2018 | 1 | 5 | $2,554,462 | $66,225 | $13,245iApproximate average salary by contribution assumption: employee only about $331,125 at 4% or $220,750 at 6%; with 50% employer match about $220,750 at 4% or $147,167 at 6%; with 100% employer match about $165,563 at 4% or $110,375 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,554,462 | $66,225 | $13,245iApproximate average salary by contribution assumption: employee only about $331,125 at 4% or $220,750 at 6%; with 50% employer match about $220,750 at 4% or $147,167 at 6%; with 100% employer match about $165,563 at 4% or $110,375 at 6%. |
| 2017 | 1 | 5 | $2,641,952 | $64,082 | $12,816iApproximate average salary by contribution assumption: employee only about $320,410 at 4% or $213,607 at 6%; with 50% employer match about $213,607 at 4% or $142,404 at 6%; with 100% employer match about $160,205 at 4% or $106,803 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,641,952 | $64,082 | $12,816iApproximate average salary by contribution assumption: employee only about $320,410 at 4% or $213,607 at 6%; with 50% employer match about $213,607 at 4% or $142,404 at 6%; with 100% employer match about $160,205 at 4% or $106,803 at 6%. |
| 2016 | 1 | 5 | $2,466,036 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,466,036 | $64,200 | $12,840iApproximate average salary by contribution assumption: employee only about $321,000 at 4% or $214,000 at 6%; with 50% employer match about $214,000 at 4% or $142,667 at 6%; with 100% employer match about $160,500 at 4% or $107,000 at 6%. |
| 2015 | 1 | 5 | $2,282,013 | $64,031 | $12,806iApproximate average salary by contribution assumption: employee only about $320,155 at 4% or $213,437 at 6%; with 50% employer match about $213,437 at 4% or $142,291 at 6%; with 100% employer match about $160,078 at 4% or $106,718 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,282,013 | $64,031 | $12,806iApproximate average salary by contribution assumption: employee only about $320,155 at 4% or $213,437 at 6%; with 50% employer match about $213,437 at 4% or $142,291 at 6%; with 100% employer match about $160,078 at 4% or $106,718 at 6%. |
| 2014 | 1 | 5 | $2,217,814 | $62,006 | $12,401iApproximate average salary by contribution assumption: employee only about $310,030 at 4% or $206,687 at 6%; with 50% employer match about $206,687 at 4% or $137,791 at 6%; with 100% employer match about $155,015 at 4% or $103,343 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,217,814 | $62,006 | $12,401iApproximate average salary by contribution assumption: employee only about $310,030 at 4% or $206,687 at 6%; with 50% employer match about $206,687 at 4% or $137,791 at 6%; with 100% employer match about $155,015 at 4% or $103,343 at 6%. |
| 2013 | 1 | 5 | $1,244,612 | $61,600 | $12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,244,612 | $61,600 | $12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%. |
| 2012 | 1 | 5 | $1,721,072 | $60,058 | $12,012iApproximate average salary by contribution assumption: employee only about $300,290 at 4% or $200,193 at 6%; with 50% employer match about $200,193 at 4% or $133,462 at 6%; with 100% employer match about $150,145 at 4% or $100,097 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,721,072 | $60,058 | $12,012iApproximate average salary by contribution assumption: employee only about $300,290 at 4% or $200,193 at 6%; with 50% employer match about $200,193 at 4% or $133,462 at 6%; with 100% employer match about $150,145 at 4% or $100,097 at 6%. |
| 2011 | 1 | 5 | $1,484,490 | $58,855 | $11,771iApproximate average salary by contribution assumption: employee only about $294,275 at 4% or $196,183 at 6%; with 50% employer match about $196,183 at 4% or $130,789 at 6%; with 100% employer match about $147,138 at 4% or $98,092 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,484,490 | $58,855 | $11,771iApproximate average salary by contribution assumption: employee only about $294,275 at 4% or $196,183 at 6%; with 50% employer match about $196,183 at 4% or $130,789 at 6%; with 100% employer match about $147,138 at 4% or $98,092 at 6%. |
| 2010 | 1 | 5 | $1,419,576 | $59,548 | $11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,419,576 | $59,548 | $11,910iApproximate average salary by contribution assumption: employee only about $297,740 at 4% or $198,493 at 6%; with 50% employer match about $198,493 at 4% or $132,329 at 6%; with 100% employer match about $148,870 at 4% or $99,247 at 6%. |
| 2009 | 1 | 5 | $1,244,612 | $61,600 | $12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,244,612 | $61,600 | $12,320iApproximate average salary by contribution assumption: employee only about $308,000 at 4% or $205,333 at 6%; with 50% employer match about $205,333 at 4% or $136,889 at 6%; with 100% employer match about $154,000 at 4% or $102,667 at 6%. |
| 2008 | 1 | 5 | $1,296,304 | $52,860 | $10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,296,304 | $52,860 | $10,572iApproximate average salary by contribution assumption: employee only about $264,300 at 4% or $176,200 at 6%; with 50% employer match about $176,200 at 4% or $117,467 at 6%; with 100% employer match about $132,150 at 4% or $88,100 at 6%. |
| 2007 | 1 | 5 | $2,696,618 | $61,277 | $12,255iApproximate average salary by contribution assumption: employee only about $306,385 at 4% or $204,257 at 6%; with 50% employer match about $204,257 at 4% or $136,171 at 6%; with 100% employer match about $153,193 at 4% or $102,128 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,696,618 | $61,277 | $12,255iApproximate average salary by contribution assumption: employee only about $306,385 at 4% or $204,257 at 6%; with 50% employer match about $204,257 at 4% or $136,171 at 6%; with 100% employer match about $153,193 at 4% or $102,128 at 6%. |
| 2006 | 1 | 5 | $2,564,847 | $59,772 | $11,954iApproximate average salary by contribution assumption: employee only about $298,860 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,564,847 | $59,772 | $11,954iApproximate average salary by contribution assumption: employee only about $298,860 at 4% or $199,240 at 6%; with 50% employer match about $199,240 at 4% or $132,827 at 6%; with 100% employer match about $149,430 at 4% or $99,620 at 6%. |
| 2005 | 1 | 5 | $2,338,158 | $53,675 | $10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,338,158 | $53,675 | $10,735iApproximate average salary by contribution assumption: employee only about $268,375 at 4% or $178,917 at 6%; with 50% employer match about $178,917 at 4% or $119,278 at 6%; with 100% employer match about $134,188 at 4% or $89,458 at 6%. |
| 2004 | 1 | 5 | $2,190,916 | $55,111 | $11,022iApproximate average salary by contribution assumption: employee only about $275,555 at 4% or $183,703 at 6%; with 50% employer match about $183,703 at 4% or $122,469 at 6%; with 100% employer match about $137,778 at 4% or $91,852 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $2,190,916 | $55,111 | $11,022iApproximate average salary by contribution assumption: employee only about $275,555 at 4% or $183,703 at 6%; with 50% employer match about $183,703 at 4% or $122,469 at 6%; with 100% employer match about $137,778 at 4% or $91,852 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | - | - | - |
| 2002 | 1 | 5 | $1,707,900 | $40,953 | $8,191iApproximate average salary by contribution assumption: employee only about $204,765 at 4% or $136,510 at 6%; with 50% employer match about $136,510 at 4% or $91,007 at 6%; with 100% employer match about $102,383 at 4% or $68,255 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 5 | $1,707,900 | $40,953 | $8,191iApproximate average salary by contribution assumption: employee only about $204,765 at 4% or $136,510 at 6%; with 50% employer match about $136,510 at 4% or $91,007 at 6%; with 100% employer match about $102,383 at 4% or $68,255 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 0 | - | - | - |
| 2000 | 1 | 3 | $2,236,291 | $30,746 | $10,249iApproximate average salary by contribution assumption: employee only about $256,217 at 4% or $170,811 at 6%; with 50% employer match about $170,811 at 4% or $113,874 at 6%; with 100% employer match about $128,108 at 4% or $85,406 at 6%. |
| Phillips & White Orthodontics, P.A. 401(K) Plan | - | 3 | $2,236,291 | $30,746 | $10,249iApproximate average salary by contribution assumption: employee only about $256,217 at 4% or $170,811 at 6%; with 50% employer match about $170,811 at 4% or $113,874 at 6%; with 100% employer match about $128,108 at 4% or $85,406 at 6%. |