Phoenix Mgt & Consulting
Plan context: Employee Health Plan of Phoenix Mgt & Consulting
EIN 65-0949149 • Boca Raton, FL • 28 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$60,896
2024 Contributions
$359,701
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 29 | $0 | $359,701 | $12,403iApproximate average salary by contribution assumption: employee only about $310,087 at 4% or $206,725 at 6%; with 50% employer match about $206,725 at 4% or $137,816 at 6%; with 100% employer match about $155,044 at 4% or $103,362 at 6%. |
| PHOENIX MANAGEMENT 401(K) PLAN | - | 0 | $0 | - | - |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 29 | - | $359,701 | $12,403iApproximate average salary by contribution assumption: employee only about $310,087 at 4% or $206,725 at 6%; with 50% employer match about $206,725 at 4% or $137,816 at 6%; with 100% employer match about $155,044 at 4% or $103,362 at 6%. |
| 2023 | 2 | 37 | $60,896 | $418,690 | $11,316iApproximate average salary by contribution assumption: employee only about $282,899 at 4% or $188,599 at 6%; with 50% employer match about $188,599 at 4% or $125,733 at 6%; with 100% employer match about $141,449 at 4% or $94,300 at 6%. |
| PHOENIX MANAGEMENT 401(K) PLAN | - | 9 | $60,896 | $38,745 | $4,305iApproximate average salary by contribution assumption: employee only about $107,625 at 4% or $71,750 at 6%; with 50% employer match about $71,750 at 4% or $47,833 at 6%; with 100% employer match about $53,813 at 4% or $35,875 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 37 | - | $379,945 | $10,269iApproximate average salary by contribution assumption: employee only about $256,720 at 4% or $171,146 at 6%; with 50% employer match about $171,146 at 4% or $114,098 at 6%; with 100% employer match about $128,360 at 4% or $85,573 at 6%. |
| 2022 | 2 | 112 | $18,557 | $384,983 | $3,437iApproximate average salary by contribution assumption: employee only about $85,934 at 4% or $57,289 at 6%; with 50% employer match about $57,289 at 4% or $38,193 at 6%; with 100% employer match about $42,967 at 4% or $28,645 at 6%. |
| PHOENIX MANAGEMENT 401(K) PLAN | - | 112 | $18,557 | $13,067 | $117iApproximate average salary by contribution assumption: employee only about $2,917 at 4% or $1,944 at 6%; with 50% employer match about $1,944 at 4% or $1,296 at 6%; with 100% employer match about $1,458 at 4% or $972 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 43 | - | $371,916 | $8,649iApproximate average salary by contribution assumption: employee only about $216,230 at 4% or $144,153 at 6%; with 50% employer match about $144,153 at 4% or $96,102 at 6%; with 100% employer match about $108,115 at 4% or $72,077 at 6%. |
| 2021 | 1 | 38 | $0 | $367,981 | $9,684iApproximate average salary by contribution assumption: employee only about $242,093 at 4% or $161,395 at 6%; with 50% employer match about $161,395 at 4% or $107,597 at 6%; with 100% employer match about $121,046 at 4% or $80,698 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 38 | - | $367,981 | $9,684iApproximate average salary by contribution assumption: employee only about $242,093 at 4% or $161,395 at 6%; with 50% employer match about $161,395 at 4% or $107,597 at 6%; with 100% employer match about $121,046 at 4% or $80,698 at 6%. |
| 2020 | 1 | 46 | $0 | $421,442 | $9,162iApproximate average salary by contribution assumption: employee only about $229,045 at 4% or $152,696 at 6%; with 50% employer match about $152,696 at 4% or $101,798 at 6%; with 100% employer match about $114,522 at 4% or $76,348 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 46 | - | $421,442 | $9,162iApproximate average salary by contribution assumption: employee only about $229,045 at 4% or $152,696 at 6%; with 50% employer match about $152,696 at 4% or $101,798 at 6%; with 100% employer match about $114,522 at 4% or $76,348 at 6%. |
| 2019 | 1 | 46 | $0 | $370,215 | $8,048iApproximate average salary by contribution assumption: employee only about $201,204 at 4% or $134,136 at 6%; with 50% employer match about $134,136 at 4% or $89,424 at 6%; with 100% employer match about $100,602 at 4% or $67,068 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 46 | - | $370,215 | $8,048iApproximate average salary by contribution assumption: employee only about $201,204 at 4% or $134,136 at 6%; with 50% employer match about $134,136 at 4% or $89,424 at 6%; with 100% employer match about $100,602 at 4% or $67,068 at 6%. |
| 2018 | 1 | 45 | $0 | $357,577 | $7,946iApproximate average salary by contribution assumption: employee only about $198,654 at 4% or $132,436 at 6%; with 50% employer match about $132,436 at 4% or $88,291 at 6%; with 100% employer match about $99,327 at 4% or $66,218 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 45 | - | $357,577 | $7,946iApproximate average salary by contribution assumption: employee only about $198,654 at 4% or $132,436 at 6%; with 50% employer match about $132,436 at 4% or $88,291 at 6%; with 100% employer match about $99,327 at 4% or $66,218 at 6%. |
| 2017 | 1 | 53 | $0 | $457,295 | $8,628iApproximate average salary by contribution assumption: employee only about $215,705 at 4% or $143,803 at 6%; with 50% employer match about $143,803 at 4% or $95,869 at 6%; with 100% employer match about $107,853 at 4% or $71,902 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 53 | - | $457,295 | $8,628iApproximate average salary by contribution assumption: employee only about $215,705 at 4% or $143,803 at 6%; with 50% employer match about $143,803 at 4% or $95,869 at 6%; with 100% employer match about $107,853 at 4% or $71,902 at 6%. |
| 2016 | 1 | 52 | $0 | $388,551 | $7,472iApproximate average salary by contribution assumption: employee only about $186,803 at 4% or $124,536 at 6%; with 50% employer match about $124,536 at 4% or $83,024 at 6%; with 100% employer match about $93,402 at 4% or $62,268 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 52 | - | $388,551 | $7,472iApproximate average salary by contribution assumption: employee only about $186,803 at 4% or $124,536 at 6%; with 50% employer match about $124,536 at 4% or $83,024 at 6%; with 100% employer match about $93,402 at 4% or $62,268 at 6%. |
| 2015 | 2 | 40 | $2,437 | $319,846 | $7,996iApproximate average salary by contribution assumption: employee only about $199,904 at 4% or $133,269 at 6%; with 50% employer match about $133,269 at 4% or $88,846 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 16 | $2,437 | $105,849 | $6,616iApproximate average salary by contribution assumption: employee only about $165,389 at 4% or $110,259 at 6%; with 50% employer match about $110,259 at 4% or $73,506 at 6%; with 100% employer match about $82,695 at 4% or $55,130 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 40 | - | $213,997 | $5,350iApproximate average salary by contribution assumption: employee only about $133,748 at 4% or $89,165 at 6%; with 50% employer match about $89,165 at 4% or $59,444 at 6%; with 100% employer match about $66,874 at 4% or $44,583 at 6%. |
| 2014 | 1 | 23 | $1,317 | $177,793 | $7,730iApproximate average salary by contribution assumption: employee only about $193,253 at 4% or $128,836 at 6%; with 50% employer match about $128,836 at 4% or $85,890 at 6%; with 100% employer match about $96,627 at 4% or $64,418 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 23 | $1,317 | $177,793 | $7,730iApproximate average salary by contribution assumption: employee only about $193,253 at 4% or $128,836 at 6%; with 50% employer match about $128,836 at 4% or $85,890 at 6%; with 100% employer match about $96,627 at 4% or $64,418 at 6%. |
| 2013 | 1 | 16 | $3,112 | $114,507 | $7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,459 at 4% or $59,639 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 16 | $3,112 | $114,507 | $7,157iApproximate average salary by contribution assumption: employee only about $178,917 at 4% or $119,278 at 6%; with 50% employer match about $119,278 at 4% or $79,519 at 6%; with 100% employer match about $89,459 at 4% or $59,639 at 6%. |
| 2012 | 1 | 15 | $1,993 | $111,350 | $7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 15 | $1,993 | $111,350 | $7,423iApproximate average salary by contribution assumption: employee only about $185,583 at 4% or $123,722 at 6%; with 50% employer match about $123,722 at 4% or $82,481 at 6%; with 100% employer match about $92,792 at 4% or $61,861 at 6%. |
| 2011 | 1 | 16 | $3,634 | $107,705 | $6,732iApproximate average salary by contribution assumption: employee only about $168,289 at 4% or $112,193 at 6%; with 50% employer match about $112,193 at 4% or $74,795 at 6%; with 100% employer match about $84,145 at 4% or $56,096 at 6%. |
| Employee Health Plan of Phoenix Mgt & Consulting | - | 16 | $3,634 | $107,705 | $6,732iApproximate average salary by contribution assumption: employee only about $168,289 at 4% or $112,193 at 6%; with 50% employer match about $112,193 at 4% or $74,795 at 6%; with 100% employer match about $84,145 at 4% or $56,096 at 6%. |
| 2010 | 1 | 16 | $2,437 | $105,849 | $6,616iApproximate average salary by contribution assumption: employee only about $165,389 at 4% or $110,259 at 6%; with 50% employer match about $110,259 at 4% or $73,506 at 6%; with 100% employer match about $82,695 at 4% or $55,130 at 6%. |
| NFA HEALTH PLUS EMPLOYEE HEALTH PLAN OF PHOENIX MGT & CONSULTING | - | 16 | $2,437 | $105,849 | $6,616iApproximate average salary by contribution assumption: employee only about $165,389 at 4% or $110,259 at 6%; with 50% employer match about $110,259 at 4% or $73,506 at 6%; with 100% employer match about $82,695 at 4% or $55,130 at 6%. |
| 2009 | 1 | 17 | $0 | $54,396 | $3,200iApproximate average salary by contribution assumption: employee only about $79,994 at 4% or $53,329 at 6%; with 50% employer match about $53,329 at 4% or $35,553 at 6%; with 100% employer match about $39,997 at 4% or $26,665 at 6%. |
| PHOENIX MGT & CONSULTING SEPARATE TRUST | - | 17 | - | $54,396 | $3,200iApproximate average salary by contribution assumption: employee only about $79,994 at 4% or $53,329 at 6%; with 50% employer match about $53,329 at 4% or $35,553 at 6%; with 100% employer match about $39,997 at 4% or $26,665 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 0 | - | - | - |
| 2006 | 1 | 2 | $22,496 | $2,738 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 2 | $22,496 | $2,738 | $1,369iApproximate average salary by contribution assumption: employee only about $34,225 at 4% or $22,817 at 6%; with 50% employer match about $22,817 at 4% or $15,211 at 6%; with 100% employer match about $17,113 at 4% or $11,408 at 6%. |
| 2005 | 1 | 5 | $17,724 | $4,365 | $873iApproximate average salary by contribution assumption: employee only about $21,825 at 4% or $14,550 at 6%; with 50% employer match about $14,550 at 4% or $9,700 at 6%; with 100% employer match about $10,913 at 4% or $7,275 at 6%. |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 5 | $17,724 | $4,365 | $873iApproximate average salary by contribution assumption: employee only about $21,825 at 4% or $14,550 at 6%; with 50% employer match about $14,550 at 4% or $9,700 at 6%; with 100% employer match about $10,913 at 4% or $7,275 at 6%. |
| 2004 | 1 | 5 | $15,101 | $4,173 | $835iApproximate average salary by contribution assumption: employee only about $20,865 at 4% or $13,910 at 6%; with 50% employer match about $13,910 at 4% or $9,273 at 6%; with 100% employer match about $10,433 at 4% or $6,955 at 6%. |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 5 | $15,101 | $4,173 | $835iApproximate average salary by contribution assumption: employee only about $20,865 at 4% or $13,910 at 6%; with 50% employer match about $13,910 at 4% or $9,273 at 6%; with 100% employer match about $10,433 at 4% or $6,955 at 6%. |
| 2003 | 1 | 6 | $19,545 | $6,702 | $1,117iApproximate average salary by contribution assumption: employee only about $27,925 at 4% or $18,617 at 6%; with 50% employer match about $18,617 at 4% or $12,411 at 6%; with 100% employer match about $13,963 at 4% or $9,308 at 6%. |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 6 | $19,545 | $6,702 | $1,117iApproximate average salary by contribution assumption: employee only about $27,925 at 4% or $18,617 at 6%; with 50% employer match about $18,617 at 4% or $12,411 at 6%; with 100% employer match about $13,963 at 4% or $9,308 at 6%. |
| 2002 | 1 | 7 | $11,833 | $9,228 | $1,318iApproximate average salary by contribution assumption: employee only about $32,957 at 4% or $21,971 at 6%; with 50% employer match about $21,971 at 4% or $14,648 at 6%; with 100% employer match about $16,479 at 4% or $10,986 at 6%. |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 7 | $11,833 | $9,228 | $1,318iApproximate average salary by contribution assumption: employee only about $32,957 at 4% or $21,971 at 6%; with 50% employer match about $21,971 at 4% or $14,648 at 6%; with 100% employer match about $16,479 at 4% or $10,986 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 11 | - | - | - |
| 2000 | 1 | 10 | $0 | $0 | - |
| PHOENIX MANAGEMENT & CONSULTING OF FLORIDA 401K PLAN | - | 10 | - | - | - |