Civic Intelligence

Phillip David Adams

Plan context: Phil Adams Company 401K Plan

EIN 74-2537192 • Bryan, TX • 40 filings • 5 plans

3000 Briarcrest Drive, Suite 508Bryan, TX 77802
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,555,839

2023 Contributions

$78,500

Historical Graphs

Total Assets Over Time

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

$2,485,866$1,242,933$0199920142023YearValue
$1,555,839Latest year 2023

Participants Over Time

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

210199920122023YearValue
2Latest year 2023

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
202312$1,555,839$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
Phil Adams Company 401K Plan-2$1,555,839$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
202212$857,319$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
Phil Adams Company 401K Plan-2$857,319$72,500$36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%.
202112$2,273,645$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
Phil Adams Company 401K Plan-2$2,273,645$69,500$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
202012$1,128,213$69,140$34,570iApproximate average salary by contribution assumption: employee only about $864,250 at 4% or $576,167 at 6%; with 50% employer match about $576,167 at 4% or $384,111 at 6%; with 100% employer match about $432,125 at 4% or $288,083 at 6%.
Phil Adams Company 401K Plan-2$1,128,213$69,140$34,570iApproximate average salary by contribution assumption: employee only about $864,250 at 4% or $576,167 at 6%; with 50% employer match about $576,167 at 4% or $384,111 at 6%; with 100% employer match about $432,125 at 4% or $288,083 at 6%.
201912$522,507$69,646$34,823iApproximate average salary by contribution assumption: employee only about $870,575 at 4% or $580,383 at 6%; with 50% employer match about $580,383 at 4% or $386,922 at 6%; with 100% employer match about $435,288 at 4% or $290,192 at 6%.
Phil Adams Company 401K Plan-2$522,507$69,646$34,823iApproximate average salary by contribution assumption: employee only about $870,575 at 4% or $580,383 at 6%; with 50% employer match about $580,383 at 4% or $386,922 at 6%; with 100% employer match about $435,288 at 4% or $290,192 at 6%.
201812$402,518$63,658$31,829iApproximate average salary by contribution assumption: employee only about $795,725 at 4% or $530,483 at 6%; with 50% employer match about $530,483 at 4% or $353,656 at 6%; with 100% employer match about $397,863 at 4% or $265,242 at 6%.
Phil Adams Company 401K Plan-2$402,518$63,658$31,829iApproximate average salary by contribution assumption: employee only about $795,725 at 4% or $530,483 at 6%; with 50% employer match about $530,483 at 4% or $353,656 at 6%; with 100% employer match about $397,863 at 4% or $265,242 at 6%.
201722$388,125$61,928$30,964iApproximate average salary by contribution assumption: employee only about $774,100 at 4% or $516,067 at 6%; with 50% employer match about $516,067 at 4% or $344,044 at 6%; with 100% employer match about $387,050 at 4% or $258,033 at 6%.
Phil Adams Company 401K Plan-2$388,125$61,928$30,964iApproximate average salary by contribution assumption: employee only about $774,100 at 4% or $516,067 at 6%; with 50% employer match about $516,067 at 4% or $344,044 at 6%; with 100% employer match about $387,050 at 4% or $258,033 at 6%.
Phil Adams Company Defined Benefit Pension Plan-0$0--
201622$2,485,866$59,405$29,703iApproximate average salary by contribution assumption: employee only about $742,563 at 4% or $495,042 at 6%; with 50% employer match about $495,042 at 4% or $330,028 at 6%; with 100% employer match about $371,281 at 4% or $247,521 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$2,189,053--
Phil Adams Company 401K Plan-2$296,813$59,405$29,703iApproximate average salary by contribution assumption: employee only about $742,563 at 4% or $495,042 at 6%; with 50% employer match about $495,042 at 4% or $330,028 at 6%; with 100% employer match about $371,281 at 4% or $247,521 at 6%.
201522$2,012,073$60,750$30,375iApproximate average salary by contribution assumption: employee only about $759,375 at 4% or $506,250 at 6%; with 50% employer match about $506,250 at 4% or $337,500 at 6%; with 100% employer match about $379,688 at 4% or $253,125 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$1,859,719--
Phil Adams Company 401K Plan-2$152,354$60,750$30,375iApproximate average salary by contribution assumption: employee only about $759,375 at 4% or $506,250 at 6%; with 50% employer match about $506,250 at 4% or $337,500 at 6%; with 100% employer match about $379,688 at 4% or $253,125 at 6%.
201422$2,074,090$559,250$279,625iApproximate average salary by contribution assumption: employee only about $6,990,625 at 4% or $4,660,417 at 6%; with 50% employer match about $4,660,417 at 4% or $3,106,944 at 6%; with 100% employer match about $3,495,313 at 4% or $2,330,208 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$1,926,255$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Phil Adams Company 401K Plan-2$147,835$59,250$29,625iApproximate average salary by contribution assumption: employee only about $740,625 at 4% or $493,750 at 6%; with 50% employer match about $493,750 at 4% or $329,167 at 6%; with 100% employer match about $370,313 at 4% or $246,875 at 6%.
201332$1,934,583$558,300$279,150iApproximate average salary by contribution assumption: employee only about $6,978,750 at 4% or $4,652,500 at 6%; with 50% employer match about $4,652,500 at 4% or $3,101,667 at 6%; with 100% employer match about $3,489,375 at 4% or $2,326,250 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$1,751,135$500,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Phil Adams Company 401K Plan-2$183,448$58,300$29,150iApproximate average salary by contribution assumption: employee only about $728,750 at 4% or $485,833 at 6%; with 50% employer match about $485,833 at 4% or $323,889 at 6%; with 100% employer match about $364,375 at 4% or $242,917 at 6%.
Phil Adams Company Profit Sharing Plan-0---
201232$1,769,882$186,922$93,461iApproximate average salary by contribution assumption: employee only about $2,336,525 at 4% or $1,557,683 at 6%; with 50% employer match about $1,557,683 at 4% or $1,038,456 at 6%; with 100% employer match about $1,168,263 at 4% or $778,842 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$1,047,398$129,422$64,711iApproximate average salary by contribution assumption: employee only about $1,617,775 at 4% or $1,078,517 at 6%; with 50% employer match about $1,078,517 at 4% or $719,011 at 6%; with 100% employer match about $808,888 at 4% or $539,258 at 6%.
Phil Adams Company Profit Sharing Plan-2$600,000--
Phil Adams Company 401K Plan-2$122,484$57,500$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
201132$1,573,276$56,750$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$909,620--
Phil Adams Company Profit Sharing Plan-2$600,000--
Phil Adams Company 401K Plan-2$63,656$56,750$28,375iApproximate average salary by contribution assumption: employee only about $709,375 at 4% or $472,917 at 6%; with 50% employer match about $472,917 at 4% or $315,278 at 6%; with 100% employer match about $354,688 at 4% or $236,458 at 6%.
201032$1,657,967$204,592$102,296iApproximate average salary by contribution assumption: employee only about $2,557,400 at 4% or $1,704,933 at 6%; with 50% employer match about $1,704,933 at 4% or $1,136,622 at 6%; with 100% employer match about $1,278,700 at 4% or $852,467 at 6%.
Phil Adams Company Defined Benefit Pension Plan-2$1,050,565$147,992$73,996iApproximate average salary by contribution assumption: employee only about $1,849,900 at 4% or $1,233,267 at 6%; with 50% employer match about $1,233,267 at 4% or $822,178 at 6%; with 100% employer match about $924,950 at 4% or $616,633 at 6%.
Phil Adams Company Profit Sharing Plan-2$600,000--
Phil Adams Company 401K Plan-1$7,402$56,600$56,600iApproximate average salary by contribution assumption: employee only about $1,415,000 at 4% or $943,333 at 6%; with 50% employer match about $943,333 at 4% or $628,889 at 6%; with 100% employer match about $707,500 at 4% or $471,667 at 6%.
200932$1,598,559$235,242$117,621iApproximate average salary by contribution assumption: employee only about $2,940,525 at 4% or $1,960,350 at 6%; with 50% employer match about $1,960,350 at 4% or $1,306,900 at 6%; with 100% employer match about $1,470,263 at 4% or $980,175 at 6%.
Phil Adams Company Profit Sharing Plan-2$901,569--
Phil Adams Company Defined Benefit Pension Plan-2$577,674$178,592$89,296iApproximate average salary by contribution assumption: employee only about $2,232,400 at 4% or $1,488,267 at 6%; with 50% employer match about $1,488,267 at 4% or $992,178 at 6%; with 100% employer match about $1,116,200 at 4% or $744,133 at 6%.
Phil Adams Company 401K Plan-2$119,316$56,650$28,325iApproximate average salary by contribution assumption: employee only about $708,125 at 4% or $472,083 at 6%; with 50% employer match about $472,083 at 4% or $314,722 at 6%; with 100% employer match about $354,063 at 4% or $236,042 at 6%.
200832$1,046,439$214,900$107,450iApproximate average salary by contribution assumption: employee only about $2,686,250 at 4% or $1,790,833 at 6%; with 50% employer match about $1,790,833 at 4% or $1,193,889 at 6%; with 100% employer match about $1,343,125 at 4% or $895,417 at 6%.
Phil Adams Company Profit Sharing Plan-2$693,268--
Phil Adams Company Defined Benefit Pension Plan-2$293,954$162,000$81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%.
Phil Adams Company 401K Plan-2$59,217$52,900$26,450iApproximate average salary by contribution assumption: employee only about $661,250 at 4% or $440,833 at 6%; with 50% employer match about $440,833 at 4% or $293,889 at 6%; with 100% employer match about $330,625 at 4% or $220,417 at 6%.
200612$1,010,364$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Phil Adams Company Profit Sharing Plan-2$1,010,364$44,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
200512$0$0-
Phil Adams Company Profit Sharing Plan-2---
200412$855,422$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
Phil Adams Company Profit Sharing Plan-2$855,422$61,000$30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%.
200312$609,426$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Phil Adams Company Profit Sharing Plan-2$609,426$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
200212$0$0-
Phil Adams Company Profit Sharing Plan-2---
200112$0$0-
Phil Adams Company Profit Sharing Plan-2---
200012$0$0-
Phil Adams Company Profit Sharing Plan-2---
199912$777,560$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
Phil Adams Company Profit Sharing Plan-2$777,560$37,500$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.