Phoenix Electric Company
Plan context: Phoenix Electric Company Retirement Plan
EIN 71-0900458 • San Francisco, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$3,406,463
2024 Contributions
$395,823
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 | 1 | 36 | $3,406,463 | $395,823 | $10,995iApproximate average salary by contribution assumption: employee only about $274,877 at 4% or $183,251 at 6%; with 50% employer match about $183,251 at 4% or $122,168 at 6%; with 100% employer match about $137,439 at 4% or $91,626 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 36 | $3,406,463 | $395,823 | $10,995iApproximate average salary by contribution assumption: employee only about $274,877 at 4% or $183,251 at 6%; with 50% employer match about $183,251 at 4% or $122,168 at 6%; with 100% employer match about $137,439 at 4% or $91,626 at 6%. |
| 2023 | 1 | 33 | $2,731,562 | $323,272 | $9,796iApproximate average salary by contribution assumption: employee only about $244,903 at 4% or $163,269 at 6%; with 50% employer match about $163,269 at 4% or $108,846 at 6%; with 100% employer match about $122,452 at 4% or $81,634 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 33 | $2,731,562 | $323,272 | $9,796iApproximate average salary by contribution assumption: employee only about $244,903 at 4% or $163,269 at 6%; with 50% employer match about $163,269 at 4% or $108,846 at 6%; with 100% employer match about $122,452 at 4% or $81,634 at 6%. |
| 2022 | 1 | 34 | $2,222,432 | $323,491 | $9,514iApproximate average salary by contribution assumption: employee only about $237,861 at 4% or $158,574 at 6%; with 50% employer match about $158,574 at 4% or $105,716 at 6%; with 100% employer match about $118,931 at 4% or $79,287 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 34 | $2,222,432 | $323,491 | $9,514iApproximate average salary by contribution assumption: employee only about $237,861 at 4% or $158,574 at 6%; with 50% employer match about $158,574 at 4% or $105,716 at 6%; with 100% employer match about $118,931 at 4% or $79,287 at 6%. |
| 2021 | 1 | 37 | $2,481,188 | $362,281 | $9,791iApproximate average salary by contribution assumption: employee only about $244,784 at 4% or $163,190 at 6%; with 50% employer match about $163,190 at 4% or $108,793 at 6%; with 100% employer match about $122,392 at 4% or $81,595 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 37 | $2,481,188 | $362,281 | $9,791iApproximate average salary by contribution assumption: employee only about $244,784 at 4% or $163,190 at 6%; with 50% employer match about $163,190 at 4% or $108,793 at 6%; with 100% employer match about $122,392 at 4% or $81,595 at 6%. |
| 2020 | 1 | 32 | $1,923,156 | $282,813 | $8,838iApproximate average salary by contribution assumption: employee only about $220,948 at 4% or $147,298 at 6%; with 50% employer match about $147,298 at 4% or $98,199 at 6%; with 100% employer match about $110,474 at 4% or $73,649 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 32 | $1,923,156 | $282,813 | $8,838iApproximate average salary by contribution assumption: employee only about $220,948 at 4% or $147,298 at 6%; with 50% employer match about $147,298 at 4% or $98,199 at 6%; with 100% employer match about $110,474 at 4% or $73,649 at 6%. |
| 2019 | 1 | 27 | $1,341,888 | $234,576 | $8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 27 | $1,341,888 | $234,576 | $8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%. |
| 2018 | 1 | 23 | $982,315 | $176,166 | $7,659iApproximate average salary by contribution assumption: employee only about $191,485 at 4% or $127,657 at 6%; with 50% employer match about $127,657 at 4% or $85,104 at 6%; with 100% employer match about $95,742 at 4% or $63,828 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 23 | $982,315 | $176,166 | $7,659iApproximate average salary by contribution assumption: employee only about $191,485 at 4% or $127,657 at 6%; with 50% employer match about $127,657 at 4% or $85,104 at 6%; with 100% employer match about $95,742 at 4% or $63,828 at 6%. |
| 2017 | 1 | 21 | $983,802 | $163,827 | $7,801iApproximate average salary by contribution assumption: employee only about $195,032 at 4% or $130,021 at 6%; with 50% employer match about $130,021 at 4% or $86,681 at 6%; with 100% employer match about $97,516 at 4% or $65,011 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 21 | $983,802 | $163,827 | $7,801iApproximate average salary by contribution assumption: employee only about $195,032 at 4% or $130,021 at 6%; with 50% employer match about $130,021 at 4% or $86,681 at 6%; with 100% employer match about $97,516 at 4% or $65,011 at 6%. |
| 2016 | 1 | 17 | $714,186 | $144,414 | $8,495iApproximate average salary by contribution assumption: employee only about $212,374 at 4% or $141,582 at 6%; with 50% employer match about $141,582 at 4% or $94,388 at 6%; with 100% employer match about $106,187 at 4% or $70,791 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 17 | $714,186 | $144,414 | $8,495iApproximate average salary by contribution assumption: employee only about $212,374 at 4% or $141,582 at 6%; with 50% employer match about $141,582 at 4% or $94,388 at 6%; with 100% employer match about $106,187 at 4% or $70,791 at 6%. |
| 2015 | 1 | 28 | $592,064 | $121,862 | $4,352iApproximate average salary by contribution assumption: employee only about $108,805 at 4% or $72,537 at 6%; with 50% employer match about $72,537 at 4% or $48,358 at 6%; with 100% employer match about $54,403 at 4% or $36,268 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 28 | $592,064 | $121,862 | $4,352iApproximate average salary by contribution assumption: employee only about $108,805 at 4% or $72,537 at 6%; with 50% employer match about $72,537 at 4% or $48,358 at 6%; with 100% employer match about $54,403 at 4% or $36,268 at 6%. |
| 2014 | 1 | 24 | $483,651 | $113,190 | $4,716iApproximate average salary by contribution assumption: employee only about $117,906 at 4% or $78,604 at 6%; with 50% employer match about $78,604 at 4% or $52,403 at 6%; with 100% employer match about $58,953 at 4% or $39,302 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 24 | $483,651 | $113,190 | $4,716iApproximate average salary by contribution assumption: employee only about $117,906 at 4% or $78,604 at 6%; with 50% employer match about $78,604 at 4% or $52,403 at 6%; with 100% employer match about $58,953 at 4% or $39,302 at 6%. |
| 2013 | 1 | 18 | $395,150 | $89,155 | $4,953iApproximate average salary by contribution assumption: employee only about $123,826 at 4% or $82,551 at 6%; with 50% employer match about $82,551 at 4% or $55,034 at 6%; with 100% employer match about $61,913 at 4% or $41,275 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 18 | $395,150 | $89,155 | $4,953iApproximate average salary by contribution assumption: employee only about $123,826 at 4% or $82,551 at 6%; with 50% employer match about $82,551 at 4% or $55,034 at 6%; with 100% employer match about $61,913 at 4% or $41,275 at 6%. |
| 2012 | 1 | 15 | $275,267 | $83,335 | $5,556iApproximate average salary by contribution assumption: employee only about $138,892 at 4% or $92,594 at 6%; with 50% employer match about $92,594 at 4% or $61,730 at 6%; with 100% employer match about $69,446 at 4% or $46,297 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 15 | $275,267 | $83,335 | $5,556iApproximate average salary by contribution assumption: employee only about $138,892 at 4% or $92,594 at 6%; with 50% employer match about $92,594 at 4% or $61,730 at 6%; with 100% employer match about $69,446 at 4% or $46,297 at 6%. |
| 2011 | 1 | 16 | $200,727 | $93,341 | $5,834iApproximate average salary by contribution assumption: employee only about $145,845 at 4% or $97,230 at 6%; with 50% employer match about $97,230 at 4% or $64,820 at 6%; with 100% employer match about $72,923 at 4% or $48,615 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 16 | $200,727 | $93,341 | $5,834iApproximate average salary by contribution assumption: employee only about $145,845 at 4% or $97,230 at 6%; with 50% employer match about $97,230 at 4% or $64,820 at 6%; with 100% employer match about $72,923 at 4% or $48,615 at 6%. |
| 2010 | 1 | 12 | $130,391 | $78,944 | $6,579iApproximate average salary by contribution assumption: employee only about $164,467 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 12 | $130,391 | $78,944 | $6,579iApproximate average salary by contribution assumption: employee only about $164,467 at 4% or $109,644 at 6%; with 50% employer match about $109,644 at 4% or $73,096 at 6%; with 100% employer match about $82,233 at 4% or $54,822 at 6%. |
| 2009 | 1 | 11 | $34,092 | $33,118 | $3,011iApproximate average salary by contribution assumption: employee only about $75,268 at 4% or $50,179 at 6%; with 50% employer match about $50,179 at 4% or $33,453 at 6%; with 100% employer match about $37,634 at 4% or $25,089 at 6%. |
| Phoenix Electric Company Retirement Plan | - | 11 | $34,092 | $33,118 | $3,011iApproximate average salary by contribution assumption: employee only about $75,268 at 4% or $50,179 at 6%; with 50% employer match about $50,179 at 4% or $33,453 at 6%; with 100% employer match about $37,634 at 4% or $25,089 at 6%. |