Civic Intelligence

The Frank Phillips Foundation Inc.

Plan context: THE FRANK PHILLIPS FOUNDATION 401(K) PLAN

EIN 73-0636562 • Bartlesville, OK • 55 filings • 12 plans

PO Box 1647Bartlesville, OK 74005
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,238,423

2024 Contributions

$153,322

Historical Graphs

Total Assets Over Time

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

$2,999,030$1,499,515$0199920132024YearValue
$1,238,423Latest year 2024

Participants Over Time

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

56280199920122024YearValue
19Latest 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
2024219$1,238,423$153,322$8,070iApproximate average salary by contribution assumption: employee only about $201,739 at 4% or $134,493 at 6%; with 50% employer match about $134,493 at 4% or $89,662 at 6%; with 100% employer match about $100,870 at 4% or $67,246 at 6%.
THE FRANK PHILLIPS FOUNDATION 401(K) PLAN-19$1,065,763$96,898$5,100iApproximate average salary by contribution assumption: employee only about $127,497 at 4% or $84,998 at 6%; with 50% employer match about $84,998 at 4% or $56,665 at 6%; with 100% employer match about $63,749 at 4% or $42,499 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-7$172,660$56,424$8,061iApproximate average salary by contribution assumption: employee only about $201,514 at 4% or $134,343 at 6%; with 50% employer match about $134,343 at 4% or $89,562 at 6%; with 100% employer match about $100,757 at 4% or $67,171 at 6%.
2023230$1,383,819$169,988$5,666iApproximate average salary by contribution assumption: employee only about $141,657 at 4% or $94,438 at 6%; with 50% employer match about $94,438 at 4% or $62,959 at 6%; with 100% employer match about $70,828 at 4% or $47,219 at 6%.
THE FRANK PHILLIPS FOUNDATION 401(K) PLAN-30$1,169,884$98,133$3,271iApproximate average salary by contribution assumption: employee only about $81,778 at 4% or $54,518 at 6%; with 50% employer match about $54,518 at 4% or $36,346 at 6%; with 100% employer match about $40,889 at 4% or $27,259 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-12$213,935$71,855$5,988iApproximate average salary by contribution assumption: employee only about $149,698 at 4% or $99,799 at 6%; with 50% employer match about $99,799 at 4% or $66,532 at 6%; with 100% employer match about $74,849 at 4% or $49,899 at 6%.
2022225$1,181,373$139,298$5,572iApproximate average salary by contribution assumption: employee only about $139,298 at 4% or $92,865 at 6%; with 50% employer match about $92,865 at 4% or $61,910 at 6%; with 100% employer match about $69,649 at 4% or $46,433 at 6%.
FRANK PHILLIPS FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST-25$1,025,565$92,360$3,694iApproximate average salary by contribution assumption: employee only about $92,360 at 4% or $61,573 at 6%; with 50% employer match about $61,573 at 4% or $41,049 at 6%; with 100% employer match about $46,180 at 4% or $30,787 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-14$155,808$46,938$3,353iApproximate average salary by contribution assumption: employee only about $83,818 at 4% or $55,879 at 6%; with 50% employer match about $55,879 at 4% or $37,252 at 6%; with 100% employer match about $41,909 at 4% or $27,939 at 6%.
2021230$2,004,986$172,252$5,742iApproximate average salary by contribution assumption: employee only about $143,543 at 4% or $95,696 at 6%; with 50% employer match about $95,696 at 4% or $63,797 at 6%; with 100% employer match about $71,772 at 4% or $47,848 at 6%.
FRANK PHILLIPS FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST-30$1,663,443$98,181$3,273iApproximate average salary by contribution assumption: employee only about $81,818 at 4% or $54,545 at 6%; with 50% employer match about $54,545 at 4% or $36,363 at 6%; with 100% employer match about $40,909 at 4% or $27,273 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-15$341,543$74,071$4,938iApproximate average salary by contribution assumption: employee only about $123,452 at 4% or $82,301 at 6%; with 50% employer match about $82,301 at 4% or $54,867 at 6%; with 100% employer match about $61,726 at 4% or $41,151 at 6%.
2020227$1,742,426$140,701$5,211iApproximate average salary by contribution assumption: employee only about $130,279 at 4% or $86,852 at 6%; with 50% employer match about $86,852 at 4% or $57,902 at 6%; with 100% employer match about $65,139 at 4% or $43,426 at 6%.
FRANK PHILLIPS FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST-27$1,445,992$100,490$3,722iApproximate average salary by contribution assumption: employee only about $93,046 at 4% or $62,031 at 6%; with 50% employer match about $62,031 at 4% or $41,354 at 6%; with 100% employer match about $46,523 at 4% or $31,015 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-15$296,434$40,211$2,681iApproximate average salary by contribution assumption: employee only about $67,018 at 4% or $44,679 at 6%; with 50% employer match about $44,679 at 4% or $29,786 at 6%; with 100% employer match about $33,509 at 4% or $22,339 at 6%.
2019227$1,536,921$122,765$4,547iApproximate average salary by contribution assumption: employee only about $113,671 at 4% or $75,781 at 6%; with 50% employer match about $75,781 at 4% or $50,521 at 6%; with 100% employer match about $56,836 at 4% or $37,890 at 6%.
FRANK PHILLIPS FOUNDATION INC 401(K) PROFIT SHARING PLAN & TRUST-27$1,249,749$91,767$3,399iApproximate average salary by contribution assumption: employee only about $84,969 at 4% or $56,646 at 6%; with 50% employer match about $56,646 at 4% or $37,764 at 6%; with 100% employer match about $42,485 at 4% or $28,323 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-16$287,172$30,998$1,937iApproximate average salary by contribution assumption: employee only about $48,434 at 4% or $32,290 at 6%; with 50% employer match about $32,290 at 4% or $21,526 at 6%; with 100% employer match about $24,217 at 4% or $16,145 at 6%.
2018226$1,389,543$99,561$3,829iApproximate average salary by contribution assumption: employee only about $95,732 at 4% or $63,821 at 6%; with 50% employer match about $63,821 at 4% or $42,547 at 6%; with 100% employer match about $47,866 at 4% or $31,911 at 6%.
FRANK PHILLIPS FOUNDATION INC 401 K PROFIT SHARING PLAN TRUST-26$1,009,882$87,355$3,360iApproximate average salary by contribution assumption: employee only about $83,995 at 4% or $55,997 at 6%; with 50% employer match about $55,997 at 4% or $37,331 at 6%; with 100% employer match about $41,998 at 4% or $27,998 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-16$379,661$12,206$763iApproximate average salary by contribution assumption: employee only about $19,072 at 4% or $12,715 at 6%; with 50% employer match about $12,715 at 4% or $8,476 at 6%; with 100% employer match about $9,536 at 4% or $6,357 at 6%.
2017227$1,427,816$82,587$3,059iApproximate average salary by contribution assumption: employee only about $76,469 at 4% or $50,980 at 6%; with 50% employer match about $50,980 at 4% or $33,986 at 6%; with 100% employer match about $38,235 at 4% or $25,490 at 6%.
FRANK PHILLIPS FOUNDATION INC 401 K PROFIT SHARING PLAN TRUST-27$1,019,300$82,527$3,057iApproximate average salary by contribution assumption: employee only about $76,414 at 4% or $50,943 at 6%; with 50% employer match about $50,943 at 4% or $33,962 at 6%; with 100% employer match about $38,207 at 4% or $25,471 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-18$408,516$60$3iApproximate average salary by contribution assumption: employee only about $83 at 4% or $56 at 6%; with 50% employer match about $56 at 4% or $37 at 6%; with 100% employer match about $42 at 4% or $28 at 6%.
2016226$1,439,980$72,199$2,777iApproximate average salary by contribution assumption: employee only about $69,422 at 4% or $46,281 at 6%; with 50% employer match about $46,281 at 4% or $30,854 at 6%; with 100% employer match about $34,711 at 4% or $23,141 at 6%.
FRANK PHILLIPS FOUNDATION INC 401 K PROFIT SHARING PLAN TRUST-26$905,495$69,346$2,667iApproximate average salary by contribution assumption: employee only about $66,679 at 4% or $44,453 at 6%; with 50% employer match about $44,453 at 4% or $29,635 at 6%; with 100% employer match about $33,339 at 4% or $22,226 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-19$534,485$2,853$150iApproximate average salary by contribution assumption: employee only about $3,754 at 4% or $2,503 at 6%; with 50% employer match about $2,503 at 4% or $1,668 at 6%; with 100% employer match about $1,877 at 4% or $1,251 at 6%.
2015326$2,999,030$185,338$7,128iApproximate average salary by contribution assumption: employee only about $178,210 at 4% or $118,806 at 6%; with 50% employer match about $118,806 at 4% or $79,204 at 6%; with 100% employer match about $89,105 at 4% or $59,403 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-26$1,168,370$92,669$3,564iApproximate average salary by contribution assumption: employee only about $89,105 at 4% or $59,403 at 6%; with 50% employer match about $59,403 at 4% or $39,602 at 6%; with 100% employer match about $44,552 at 4% or $29,702 at 6%.
FRANK PHILLIPS FOUNDATION INC 401 K PROFIT SHARING PLAN TRUST-26$1,168,370$92,669$3,564iApproximate average salary by contribution assumption: employee only about $89,105 at 4% or $59,403 at 6%; with 50% employer match about $59,403 at 4% or $39,602 at 6%; with 100% employer match about $44,552 at 4% or $29,702 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-22$662,290$0-
2014224$1,783,885$235,723$9,822iApproximate average salary by contribution assumption: employee only about $245,545 at 4% or $163,697 at 6%; with 50% employer match about $163,697 at 4% or $109,131 at 6%; with 100% employer match about $122,772 at 4% or $81,848 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-24$1,091,611$90,123$3,755iApproximate average salary by contribution assumption: employee only about $93,878 at 4% or $62,585 at 6%; with 50% employer match about $62,585 at 4% or $41,724 at 6%; with 100% employer match about $46,939 at 4% or $31,293 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-24$692,274$145,600$6,067iApproximate average salary by contribution assumption: employee only about $151,667 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,556 at 6%.
2013224$1,595,436$229,775$9,574iApproximate average salary by contribution assumption: employee only about $239,349 at 4% or $159,566 at 6%; with 50% employer match about $159,566 at 4% or $106,377 at 6%; with 100% employer match about $119,674 at 4% or $79,783 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-23$1,036,407$79,452$3,454iApproximate average salary by contribution assumption: employee only about $86,361 at 4% or $57,574 at 6%; with 50% employer match about $57,574 at 4% or $38,383 at 6%; with 100% employer match about $43,180 at 4% or $28,787 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-24$559,029$150,323$6,263iApproximate average salary by contribution assumption: employee only about $156,586 at 4% or $104,391 at 6%; with 50% employer match about $104,391 at 4% or $69,594 at 6%; with 100% employer match about $78,293 at 4% or $52,195 at 6%.
2012226$1,259,311$251,585$9,676iApproximate average salary by contribution assumption: employee only about $241,909 at 4% or $161,272 at 6%; with 50% employer match about $161,272 at 4% or $107,515 at 6%; with 100% employer match about $120,954 at 4% or $80,636 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401(K) PROFIT SHARING PLAN-20$860,678$77,030$3,852iApproximate average salary by contribution assumption: employee only about $96,288 at 4% or $64,192 at 6%; with 50% employer match about $64,192 at 4% or $42,794 at 6%; with 100% employer match about $48,144 at 4% or $32,096 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-26$398,633$174,555$6,714iApproximate average salary by contribution assumption: employee only about $167,841 at 4% or $111,894 at 6%; with 50% employer match about $111,894 at 4% or $74,596 at 6%; with 100% employer match about $83,921 at 4% or $55,947 at 6%.
2011231$934,874$241,753$7,798iApproximate average salary by contribution assumption: employee only about $194,962 at 4% or $129,975 at 6%; with 50% employer match about $129,975 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,987 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401(K) PROFIT SHARING PLAN-22$692,007$80,653$3,666iApproximate average salary by contribution assumption: employee only about $91,651 at 4% or $61,101 at 6%; with 50% employer match about $61,101 at 4% or $40,734 at 6%; with 100% employer match about $45,826 at 4% or $30,550 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-31$242,867$161,100$5,197iApproximate average salary by contribution assumption: employee only about $129,919 at 4% or $86,613 at 6%; with 50% employer match about $86,613 at 4% or $57,742 at 6%; with 100% employer match about $64,960 at 4% or $43,306 at 6%.
2010234$878,411$249,640$7,342iApproximate average salary by contribution assumption: employee only about $183,559 at 4% or $122,373 at 6%; with 50% employer match about $122,373 at 4% or $81,582 at 6%; with 100% employer match about $91,779 at 4% or $61,186 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401(K) PROFIT SHARING PLAN-22$728,501$80,790$3,672iApproximate average salary by contribution assumption: employee only about $91,807 at 4% or $61,205 at 6%; with 50% employer match about $61,205 at 4% or $40,803 at 6%; with 100% employer match about $45,903 at 4% or $30,602 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-34$149,910$168,850$4,966iApproximate average salary by contribution assumption: employee only about $124,154 at 4% or $82,770 at 6%; with 50% employer match about $82,770 at 4% or $55,180 at 6%; with 100% employer match about $62,077 at 4% or $41,385 at 6%.
2009235$691,302$284,404$8,126iApproximate average salary by contribution assumption: employee only about $203,146 at 4% or $135,430 at 6%; with 50% employer match about $135,430 at 4% or $90,287 at 6%; with 100% employer match about $101,573 at 4% or $67,715 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401(K) PROFIT SHARING PLAN-24$599,535$82,787$3,449iApproximate average salary by contribution assumption: employee only about $86,236 at 4% or $57,491 at 6%; with 50% employer match about $57,491 at 4% or $38,327 at 6%; with 100% employer match about $43,118 at 4% or $28,745 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-35$91,767$201,617$5,760iApproximate average salary by contribution assumption: employee only about $144,012 at 4% or $96,008 at 6%; with 50% employer match about $96,008 at 4% or $64,005 at 6%; with 100% employer match about $72,006 at 4% or $48,004 at 6%.
2008229$792,184$253,796$8,752iApproximate average salary by contribution assumption: employee only about $218,790 at 4% or $145,860 at 6%; with 50% employer match about $145,860 at 4% or $97,240 at 6%; with 100% employer match about $109,395 at 4% or $72,930 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401K PROFIT SHARING PLAN-29$468,576$105,413$3,635iApproximate average salary by contribution assumption: employee only about $90,873 at 4% or $60,582 at 6%; with 50% employer match about $60,582 at 4% or $40,388 at 6%; with 100% employer match about $45,437 at 4% or $30,291 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-17$323,608$148,383$8,728iApproximate average salary by contribution assumption: employee only about $218,210 at 4% or $145,474 at 6%; with 50% employer match about $145,474 at 4% or $96,982 at 6%; with 100% employer match about $109,105 at 4% or $72,737 at 6%.
2007329$0$0-
FRANK PHILLIPS FOUNDATION, INC. FLEXIBLE BENEFITS PLAN-10---
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-17---
FRANK PHILLIPS FOUNDATION, INC. 401K PROFIT SHARING PLAN-29---
2006331$979,613$229,150$7,392iApproximate average salary by contribution assumption: employee only about $184,798 at 4% or $123,199 at 6%; with 50% employer match about $123,199 at 4% or $82,133 at 6%; with 100% employer match about $92,399 at 4% or $61,599 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401K PROFIT SHARING PLAN-31$518,479$91,420$2,949iApproximate average salary by contribution assumption: employee only about $73,726 at 4% or $49,151 at 6%; with 50% employer match about $49,151 at 4% or $32,767 at 6%; with 100% employer match about $36,863 at 4% or $24,575 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-21$460,545$126,330$6,016iApproximate average salary by contribution assumption: employee only about $150,393 at 4% or $100,262 at 6%; with 50% employer match about $100,262 at 4% or $66,841 at 6%; with 100% employer match about $75,196 at 4% or $50,131 at 6%.
FRANK PHILLIPS FOUNDATION, INC. FLEXIBLE BENEFITS PLAN-12$589$11,400$950iApproximate average salary by contribution assumption: employee only about $23,750 at 4% or $15,833 at 6%; with 50% employer match about $15,833 at 4% or $10,556 at 6%; with 100% employer match about $11,875 at 4% or $7,917 at 6%.
2005340$1,209,290$348,885$8,722iApproximate average salary by contribution assumption: employee only about $218,053 at 4% or $145,369 at 6%; with 50% employer match about $145,369 at 4% or $96,913 at 6%; with 100% employer match about $109,027 at 4% or $72,684 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-25$812,676$121,501$4,860iApproximate average salary by contribution assumption: employee only about $121,501 at 4% or $81,001 at 6%; with 50% employer match about $81,001 at 4% or $54,000 at 6%; with 100% employer match about $60,751 at 4% or $40,500 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401K PROFIT SHARING PLAN-40$396,614$218,314$5,458iApproximate average salary by contribution assumption: employee only about $136,446 at 4% or $90,964 at 6%; with 50% employer match about $90,964 at 4% or $60,643 at 6%; with 100% employer match about $68,223 at 4% or $45,482 at 6%.
FRANK PHILLIPS FOUNDATION, INC. FLEXIBLE BENEFITS PLAN-10-$9,070$907iApproximate average salary by contribution assumption: employee only about $22,675 at 4% or $15,117 at 6%; with 50% employer match about $15,117 at 4% or $10,078 at 6%; with 100% employer match about $11,338 at 4% or $7,558 at 6%.
2004239$889,984$180,191$4,620iApproximate average salary by contribution assumption: employee only about $115,507 at 4% or $77,005 at 6%; with 50% employer match about $77,005 at 4% or $51,336 at 6%; with 100% employer match about $57,754 at 4% or $38,502 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-26$722,901$109,409$4,208iApproximate average salary by contribution assumption: employee only about $105,201 at 4% or $70,134 at 6%; with 50% employer match about $70,134 at 4% or $46,756 at 6%; with 100% employer match about $52,600 at 4% or $35,067 at 6%.
FRANK PHILLIPS FOUNDATION, INC. 401K PROFIT SHARING PLAN-39$167,083$70,782$1,815iApproximate average salary by contribution assumption: employee only about $45,373 at 4% or $30,249 at 6%; with 50% employer match about $30,249 at 4% or $20,166 at 6%; with 100% employer match about $22,687 at 4% or $15,124 at 6%.
2003335$982,370$244,911$6,997iApproximate average salary by contribution assumption: employee only about $174,936 at 4% or $116,624 at 6%; with 50% employer match about $116,624 at 4% or $77,750 at 6%; with 100% employer match about $87,468 at 4% or $58,312 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-33$888,465$185,887$5,633iApproximate average salary by contribution assumption: employee only about $140,823 at 4% or $93,882 at 6%; with 50% employer match about $93,882 at 4% or $62,588 at 6%; with 100% employer match about $70,412 at 4% or $46,941 at 6%.
FRANK PHILLIPS FOUNDATION INC 401K PROFIT SHARING PLAN && TRUST-35$93,905$47,961$1,370iApproximate average salary by contribution assumption: employee only about $34,258 at 4% or $22,839 at 6%; with 50% employer match about $22,839 at 4% or $15,226 at 6%; with 100% employer match about $17,129 at 4% or $11,419 at 6%.
THE FRANK PHILLIPS FOUNDATION, INC. GROUP EMPLOYEE HEALTH PLAN-16-$11,063$691iApproximate average salary by contribution assumption: employee only about $17,286 at 4% or $11,524 at 6%; with 50% employer match about $11,524 at 4% or $7,683 at 6%; with 100% employer match about $8,643 at 4% or $5,762 at 6%.
2002356$36,459$37,941$678iApproximate average salary by contribution assumption: employee only about $16,938 at 4% or $11,292 at 6%; with 50% employer match about $11,292 at 4% or $7,528 at 6%; with 100% employer match about $8,469 at 4% or $5,646 at 6%.
FRANK PHILLIPS FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST-56$36,459$37,941$678iApproximate average salary by contribution assumption: employee only about $16,938 at 4% or $11,292 at 6%; with 50% employer match about $11,292 at 4% or $7,528 at 6%; with 100% employer match about $8,469 at 4% or $5,646 at 6%.
THE FRANK PHILLIPS FOUNDATION, INC. GROUP EMPLOYEE HEALTH PLAN-42---
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-46---
2001143$0$0-
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-43---
2000143$0$0-
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-43---
1999143$1,749,107$93,591$2,177iApproximate average salary by contribution assumption: employee only about $54,413 at 4% or $36,276 at 6%; with 50% employer match about $36,276 at 4% or $24,184 at 6%; with 100% employer match about $27,207 at 4% or $18,138 at 6%.
Retirement Plan for Employees of the Frank Phillips Foundation Inc.-43$1,749,107$93,591$2,177iApproximate average salary by contribution assumption: employee only about $54,413 at 4% or $36,276 at 6%; with 50% employer match about $36,276 at 4% or $24,184 at 6%; with 100% employer match about $27,207 at 4% or $18,138 at 6%.