Civic Intelligence

Phoenix American Inc.

Plan context: Phoenix American Incorporated 401K Plan

EIN 68-0229891 • San Rafael, CA • 52 filings • 16 plans

2401 Kerner BlvdSan Rafael, CA 94901
Current Snapshot

Latest Year

2024

2024 Participants

68

2024 Assets

$11,965,991

2024 Contributions

$433,478

Historical Graphs

Total Assets Over Time

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

$13,877,214$6,938,607$0199920032006YearValue
$11,965,991Latest year 2006

Participants Over Time

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

2321160199920122024YearValue
68Latest 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
2024168$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-68---
20231156$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-156---
20221152$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-152---
20211143$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-143---
20201134$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-134---
20191128$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-128---
20181128$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-128---
20171126$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-126---
20161125$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-125---
20151127$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-127---
20141122$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-122---
20132112$0$0-
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-107---
Phoenix American Incorporated Medical, Dental and Vision Plan-112---
20121114$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-114---
20111108$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-108---
20101106$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-106---
20092109$0$0-
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-107---
Phoenix American Incorporated Medical, Dental and Vision Plan-109---
20082105$0$0-
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-104---
Phoenix American Incorporated Medical, Dental and Vision Plan-105---
20071113$0$0-
Phoenix American Incorporated Medical, Dental and Vision Plan-113---
20064120$11,965,991$433,478$3,612iApproximate average salary by contribution assumption: employee only about $90,308 at 4% or $60,205 at 6%; with 50% employer match about $60,205 at 4% or $40,137 at 6%; with 100% employer match about $45,154 at 4% or $30,103 at 6%.
Phoenix American Incorporated 401K Plan-120$11,965,991$433,478$3,612iApproximate average salary by contribution assumption: employee only about $90,308 at 4% or $60,205 at 6%; with 50% employer match about $60,205 at 4% or $40,137 at 6%; with 100% employer match about $45,154 at 4% or $30,103 at 6%.
Phoenix American Incorporated Medical, Dental and Vision Plan-116---
PHOENIX AMERICAN, INC. TERM LIFE & LONG TERM DISABILITY PLAN-0---
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-111---
20052104$10,924,977$419,761$4,036iApproximate average salary by contribution assumption: employee only about $100,904 at 4% or $67,269 at 6%; with 50% employer match about $67,269 at 4% or $44,846 at 6%; with 100% employer match about $50,452 at 4% or $33,635 at 6%.
Phoenix American Incorporated 401K Plan-104$10,924,977$419,761$4,036iApproximate average salary by contribution assumption: employee only about $100,904 at 4% or $67,269 at 6%; with 50% employer match about $67,269 at 4% or $44,846 at 6%; with 100% employer match about $50,452 at 4% or $33,635 at 6%.
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-94---
2004398$10,482,593$354,412$3,616iApproximate average salary by contribution assumption: employee only about $90,411 at 4% or $60,274 at 6%; with 50% employer match about $60,274 at 4% or $40,183 at 6%; with 100% employer match about $45,206 at 4% or $30,137 at 6%.
Phoenix American Incorporated 401K Plan-98$10,482,593$354,412$3,616iApproximate average salary by contribution assumption: employee only about $90,411 at 4% or $60,274 at 6%; with 50% employer match about $60,274 at 4% or $40,183 at 6%; with 100% employer match about $45,206 at 4% or $30,137 at 6%.
Phoenix America Incorporated Profit Sharing Plan-0---
PHOENIX AMERICAN INCORPORATED SEVERANCE PLAN-88---
20036109$11,071,389$472,398$4,334iApproximate average salary by contribution assumption: employee only about $108,348 at 4% or $72,232 at 6%; with 50% employer match about $72,232 at 4% or $48,155 at 6%; with 100% employer match about $54,174 at 4% or $36,116 at 6%.
Phoenix American Incorporated 401K Plan-109$6,400,377$472,398$4,334iApproximate average salary by contribution assumption: employee only about $108,348 at 4% or $72,232 at 6%; with 50% employer match about $72,232 at 4% or $48,155 at 6%; with 100% employer match about $54,174 at 4% or $36,116 at 6%.
Phoenix America Incorporated Profit Sharing Plan-78$4,671,012--
PHOENIX AMERICAN INC. TERM LIFE & LONG TERM DISABILITY PLAN-88---
PHOENIX AMERICAN INCORPORATED MEDICAL PLAN KAISER FOUNDATION HEALTH PLAN-78---
Phoenix American Incorporated Medical, Dental and Vision Plan-84---
PHOENIX AMERICAN INCORPORATED SEVERENCE PAY PLAN-99---
20027101$0$0-
Phoenix America Incorporated Profit Sharing Plan-92---
Phoenix American Incorporated 401K Plan-97---
PHOENIX AMERICAN INCORPORATED SEVERANCE PAY PLAN-101---
PHOENIX AMERICAN INCORPORATED PRE-TAX PREMIUM PLAN-81---
PHOENIX AMERICAN INCORPORATED TERM LIFE AND LONG TERM DISABILITY PLAN-99---
PHOENIX AMERICAN INCORPORATED MEDICAL PLAN KAISER FOUNDATION HEALTH PLAN-73---
Phoenix American Incorporated Medical, Dental and Vision Plan-79---
20016127$13,877,214$472,405$3,720iApproximate average salary by contribution assumption: employee only about $92,993 at 4% or $61,995 at 6%; with 50% employer match about $61,995 at 4% or $41,330 at 6%; with 100% employer match about $46,497 at 4% or $30,998 at 6%.
Phoenix America Incorporated Profit Sharing Plan-96$6,986,814--
Phoenix American Incorporated 401K Plan-127$6,890,400$472,405$3,720iApproximate average salary by contribution assumption: employee only about $92,993 at 4% or $61,995 at 6%; with 50% employer match about $61,995 at 4% or $41,330 at 6%; with 100% employer match about $46,497 at 4% or $30,998 at 6%.
PHOENIX AMERICAN INCORPORATED GROUP TERM LIFE AND LONG TERM DISABILITY PLAN-107---
PHOENIX AMERICAN INCORPORATED SEVERANCE PAY PLAN-115---
Phoenix American Incorporated Medical, Dental and Vision Plan-89---
PHOENIX AMERICAN INCORPORATED MEDICAL PLAN KAISER FOUNDATION HEALTH PLAN-74---
20002232$8,262,672$93,303$402iApproximate average salary by contribution assumption: employee only about $10,054 at 4% or $6,703 at 6%; with 50% employer match about $6,703 at 4% or $4,469 at 6%; with 100% employer match about $5,027 at 4% or $3,351 at 6%.
Phoenix America Incorporated Profit Sharing Plan-65$8,262,672$93,303$1,435iApproximate average salary by contribution assumption: employee only about $35,886 at 4% or $23,924 at 6%; with 50% employer match about $23,924 at 4% or $15,949 at 6%; with 100% employer match about $17,943 at 4% or $11,962 at 6%.
Phoenix American Incorporated 401K Plan-232---
19991132$10,760,854$0-
Phoenix America Incorporated Profit Sharing Plan-132$10,760,854--