Civic Intelligence

Phoenix Management Inc.

Plan context: Phoenix Management Inc. Profit Sharing Plan

EIN 74-2641906 • San Jose, CA • 46 filings • 11 plans

C/O Trust Management Services1 Almaden Blvd., Ste 620San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

350

2024 Assets

$14,731,306

2024 Contributions

$2,354,901

Historical Graphs

Total Assets Over Time

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

$14,731,306$7,365,653$0199920122024YearValue
$14,731,306Latest year 2024

Participants Over Time

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

5722860199920122024YearValue
350Latest 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
20242350$14,731,306$2,354,901$6,728iApproximate average salary by contribution assumption: employee only about $168,207 at 4% or $112,138 at 6%; with 50% employer match about $112,138 at 4% or $74,759 at 6%; with 100% employer match about $84,104 at 4% or $56,069 at 6%.
Phoenix Management Inc. Profit Sharing Plan-350$14,731,306$2,354,901$6,728iApproximate average salary by contribution assumption: employee only about $168,207 at 4% or $112,138 at 6%; with 50% employer match about $112,138 at 4% or $74,759 at 6%; with 100% employer match about $84,104 at 4% or $56,069 at 6%.
Phoenix Management Inc. Group Insurance Plan-75---
20232478$14,071,959$2,844,887$5,952iApproximate average salary by contribution assumption: employee only about $148,791 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,129 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%.
Phoenix Management Inc. Profit Sharing Plan-478$14,071,959$2,844,887$5,952iApproximate average salary by contribution assumption: employee only about $148,791 at 4% or $99,194 at 6%; with 50% employer match about $99,194 at 4% or $66,129 at 6%; with 100% employer match about $74,396 at 4% or $49,597 at 6%.
Phoenix Management Inc. Group Insurance Plan-130---
20222455$11,872,528$2,812,485$6,181iApproximate average salary by contribution assumption: employee only about $154,532 at 4% or $103,021 at 6%; with 50% employer match about $103,021 at 4% or $68,681 at 6%; with 100% employer match about $77,266 at 4% or $51,511 at 6%.
Phoenix Management Inc. Profit Sharing Plan-455$11,872,528$2,812,485$6,181iApproximate average salary by contribution assumption: employee only about $154,532 at 4% or $103,021 at 6%; with 50% employer match about $103,021 at 4% or $68,681 at 6%; with 100% employer match about $77,266 at 4% or $51,511 at 6%.
Phoenix Management Inc. Group Insurance Plan-129---
20212466$12,759,856$3,082,604$6,615iApproximate average salary by contribution assumption: employee only about $165,376 at 4% or $110,251 at 6%; with 50% employer match about $110,251 at 4% or $73,500 at 6%; with 100% employer match about $82,688 at 4% or $55,125 at 6%.
Phoenix Management Inc. Profit Sharing Plan-466$12,759,856$3,082,604$6,615iApproximate average salary by contribution assumption: employee only about $165,376 at 4% or $110,251 at 6%; with 50% employer match about $110,251 at 4% or $73,500 at 6%; with 100% employer match about $82,688 at 4% or $55,125 at 6%.
Phoenix Management Inc. Group Insurance Plan-142---
20201486$9,991,350$2,820,855$5,804iApproximate average salary by contribution assumption: employee only about $145,106 at 4% or $96,737 at 6%; with 50% employer match about $96,737 at 4% or $64,491 at 6%; with 100% employer match about $72,553 at 4% or $48,369 at 6%.
Phoenix Management Inc. Profit Sharing Plan-486$9,991,350$2,820,855$5,804iApproximate average salary by contribution assumption: employee only about $145,106 at 4% or $96,737 at 6%; with 50% employer match about $96,737 at 4% or $64,491 at 6%; with 100% employer match about $72,553 at 4% or $48,369 at 6%.
20192443$9,531,212$2,655,239$5,994iApproximate average salary by contribution assumption: employee only about $149,844 at 4% or $99,896 at 6%; with 50% employer match about $99,896 at 4% or $66,597 at 6%; with 100% employer match about $74,922 at 4% or $49,948 at 6%.
Phoenix Management Inc. Profit Sharing Plan-443$9,531,212$2,655,239$5,994iApproximate average salary by contribution assumption: employee only about $149,844 at 4% or $99,896 at 6%; with 50% employer match about $99,896 at 4% or $66,597 at 6%; with 100% employer match about $74,922 at 4% or $49,948 at 6%.
Phoenix Management Inc. Group Insurance Plan-0---
20182308$7,995,985$2,409,824$7,824iApproximate average salary by contribution assumption: employee only about $195,603 at 4% or $130,402 at 6%; with 50% employer match about $130,402 at 4% or $86,934 at 6%; with 100% employer match about $97,801 at 4% or $65,201 at 6%.
Phoenix Management Inc. Profit Sharing Plan-308$7,846,606$1,087,613$3,531iApproximate average salary by contribution assumption: employee only about $88,280 at 4% or $58,854 at 6%; with 50% employer match about $58,854 at 4% or $39,236 at 6%; with 100% employer match about $44,140 at 4% or $29,427 at 6%.
Phoenix Management Inc. Group Insurance Plan-246$149,379$1,322,211$5,375iApproximate average salary by contribution assumption: employee only about $134,371 at 4% or $89,581 at 6%; with 50% employer match about $89,581 at 4% or $59,720 at 6%; with 100% employer match about $67,186 at 4% or $44,790 at 6%.
20171257$9,003,898$1,039,245$4,044iApproximate average salary by contribution assumption: employee only about $101,094 at 4% or $67,396 at 6%; with 50% employer match about $67,396 at 4% or $44,931 at 6%; with 100% employer match about $50,547 at 4% or $33,698 at 6%.
Phoenix Management Inc. Profit Sharing Plan-257$9,003,898$1,039,245$4,044iApproximate average salary by contribution assumption: employee only about $101,094 at 4% or $67,396 at 6%; with 50% employer match about $67,396 at 4% or $44,931 at 6%; with 100% employer match about $50,547 at 4% or $33,698 at 6%.
20161285$8,699,623$1,411,673$4,953iApproximate average salary by contribution assumption: employee only about $123,831 at 4% or $82,554 at 6%; with 50% employer match about $82,554 at 4% or $55,036 at 6%; with 100% employer match about $61,915 at 4% or $41,277 at 6%.
Phoenix Management Inc. Profit Sharing Plan-285$8,699,623$1,411,673$4,953iApproximate average salary by contribution assumption: employee only about $123,831 at 4% or $82,554 at 6%; with 50% employer match about $82,554 at 4% or $55,036 at 6%; with 100% employer match about $61,915 at 4% or $41,277 at 6%.
20151340$10,629,899$1,680,863$4,944iApproximate average salary by contribution assumption: employee only about $123,593 at 4% or $82,395 at 6%; with 50% employer match about $82,395 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,198 at 6%.
Phoenix Management Inc. Profit Sharing Plan-340$10,629,899$1,680,863$4,944iApproximate average salary by contribution assumption: employee only about $123,593 at 4% or $82,395 at 6%; with 50% employer match about $82,395 at 4% or $54,930 at 6%; with 100% employer match about $61,796 at 4% or $41,198 at 6%.
20141334$9,498,262$1,738,595$5,205iApproximate average salary by contribution assumption: employee only about $130,134 at 4% or $86,756 at 6%; with 50% employer match about $86,756 at 4% or $57,837 at 6%; with 100% employer match about $65,067 at 4% or $43,378 at 6%.
Phoenix Management Inc. Profit Sharing Plan-334$9,498,262$1,738,595$5,205iApproximate average salary by contribution assumption: employee only about $130,134 at 4% or $86,756 at 6%; with 50% employer match about $86,756 at 4% or $57,837 at 6%; with 100% employer match about $65,067 at 4% or $43,378 at 6%.
20131327$9,185,842$1,679,655$5,137iApproximate average salary by contribution assumption: employee only about $128,414 at 4% or $85,609 at 6%; with 50% employer match about $85,609 at 4% or $57,073 at 6%; with 100% employer match about $64,207 at 4% or $42,805 at 6%.
Phoenix Management Inc. Profit Sharing Plan-327$9,185,842$1,679,655$5,137iApproximate average salary by contribution assumption: employee only about $128,414 at 4% or $85,609 at 6%; with 50% employer match about $85,609 at 4% or $57,073 at 6%; with 100% employer match about $64,207 at 4% or $42,805 at 6%.
20121317$7,954,952$1,641,172$5,177iApproximate average salary by contribution assumption: employee only about $129,430 at 4% or $86,287 at 6%; with 50% employer match about $86,287 at 4% or $57,524 at 6%; with 100% employer match about $64,715 at 4% or $43,143 at 6%.
Phoenix Management Inc. Profit Sharing Plan-317$7,954,952$1,641,172$5,177iApproximate average salary by contribution assumption: employee only about $129,430 at 4% or $86,287 at 6%; with 50% employer match about $86,287 at 4% or $57,524 at 6%; with 100% employer match about $64,715 at 4% or $43,143 at 6%.
20112299$7,949,076$1,773,913$5,933iApproximate average salary by contribution assumption: employee only about $148,320 at 4% or $98,880 at 6%; with 50% employer match about $98,880 at 4% or $65,920 at 6%; with 100% employer match about $74,160 at 4% or $49,440 at 6%.
Phoenix Management Inc. Profit Sharing Plan-299$7,949,076$926,416$3,098iApproximate average salary by contribution assumption: employee only about $77,460 at 4% or $51,640 at 6%; with 50% employer match about $51,640 at 4% or $34,426 at 6%; with 100% employer match about $38,730 at 4% or $25,820 at 6%.
Phoenix Management Inc. Pension Plan-0-$847,497-
20102340$8,050,120$1,585,481$4,663iApproximate average salary by contribution assumption: employee only about $116,579 at 4% or $77,720 at 6%; with 50% employer match about $77,720 at 4% or $51,813 at 6%; with 100% employer match about $58,290 at 4% or $38,860 at 6%.
Phoenix Management Inc. Profit Sharing Plan-263$4,076,222$810,744$3,083iApproximate average salary by contribution assumption: employee only about $77,067 at 4% or $51,378 at 6%; with 50% employer match about $51,378 at 4% or $34,252 at 6%; with 100% employer match about $38,533 at 4% or $25,689 at 6%.
Phoenix Management Inc. Pension Plan-340$3,973,898$774,737$2,279iApproximate average salary by contribution assumption: employee only about $56,966 at 4% or $37,977 at 6%; with 50% employer match about $37,977 at 4% or $25,318 at 6%; with 100% employer match about $28,483 at 4% or $18,989 at 6%.
20093379$9,020,500$1,728,243$4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%.
Phoenix Management Inc. Pension Plan-355$3,753,947$796,861$2,245iApproximate average salary by contribution assumption: employee only about $56,117 at 4% or $37,411 at 6%; with 50% employer match about $37,411 at 4% or $24,941 at 6%; with 100% employer match about $28,058 at 4% or $18,706 at 6%.
Phoenix Management Inc. Profit Sharing Plan-379$3,445,513$820,161$2,164iApproximate average salary by contribution assumption: employee only about $54,100 at 4% or $36,067 at 6%; with 50% employer match about $36,067 at 4% or $24,045 at 6%; with 100% employer match about $27,050 at 4% or $18,033 at 6%.
Phoenix Management Inc. Profit Sharing Plan-20$1,821,040$111,221$5,561iApproximate average salary by contribution assumption: employee only about $139,026 at 4% or $92,684 at 6%; with 50% employer match about $92,684 at 4% or $61,789 at 6%; with 100% employer match about $69,513 at 4% or $46,342 at 6%.
20083400$7,188,712$1,901,573$4,754iApproximate average salary by contribution assumption: employee only about $118,848 at 4% or $79,232 at 6%; with 50% employer match about $79,232 at 4% or $52,821 at 6%; with 100% employer match about $59,424 at 4% or $39,616 at 6%.
Phoenix Management Inc. Pension Plan-400$3,077,648$803,471$2,009iApproximate average salary by contribution assumption: employee only about $50,217 at 4% or $33,478 at 6%; with 50% employer match about $33,478 at 4% or $22,319 at 6%; with 100% employer match about $25,108 at 4% or $16,739 at 6%.
Phoenix Management Inc. Profit Sharing Plan-394$2,698,678$949,269$2,409iApproximate average salary by contribution assumption: employee only about $60,233 at 4% or $40,155 at 6%; with 50% employer match about $40,155 at 4% or $26,770 at 6%; with 100% employer match about $30,116 at 4% or $20,078 at 6%.
Phoenix Management Inc. Profit Sharing Plan-12$1,412,386$148,833$12,403iApproximate average salary by contribution assumption: employee only about $310,069 at 4% or $206,713 at 6%; with 50% employer match about $206,713 at 4% or $137,808 at 6%; with 100% employer match about $155,034 at 4% or $103,356 at 6%.
20073374$12,453,350$3,037,906$8,123iApproximate average salary by contribution assumption: employee only about $203,069 at 4% or $135,379 at 6%; with 50% employer match about $135,379 at 4% or $90,253 at 6%; with 100% employer match about $101,534 at 4% or $67,690 at 6%.
Phoenix Management Inc. Pension Plan-374$6,630,328$1,491,699$3,989iApproximate average salary by contribution assumption: employee only about $99,713 at 4% or $66,475 at 6%; with 50% employer match about $66,475 at 4% or $44,317 at 6%; with 100% employer match about $49,856 at 4% or $33,238 at 6%.
Phoenix Management Inc. Profit Sharing Plan-370$3,454,428$1,141,407$3,085iApproximate average salary by contribution assumption: employee only about $77,122 at 4% or $51,415 at 6%; with 50% employer match about $51,415 at 4% or $34,276 at 6%; with 100% employer match about $38,561 at 4% or $25,707 at 6%.
Phoenix Management Inc. Profit Sharing Plan-18$2,368,594$404,800$22,489iApproximate average salary by contribution assumption: employee only about $562,222 at 4% or $374,815 at 6%; with 50% employer match about $374,815 at 4% or $249,877 at 6%; with 100% employer match about $281,111 at 4% or $187,407 at 6%.
20063572$9,559,997$2,910,818$5,089iApproximate average salary by contribution assumption: employee only about $127,221 at 4% or $84,814 at 6%; with 50% employer match about $84,814 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%.
Phoenix Management Inc. Pension Plan-572$5,257,997$1,433,880$2,507iApproximate average salary by contribution assumption: employee only about $62,670 at 4% or $41,780 at 6%; with 50% employer match about $41,780 at 4% or $27,853 at 6%; with 100% employer match about $31,335 at 4% or $20,890 at 6%.
Phoenix Management Inc. Profit Sharing Plan-556$2,345,953$997,907$1,795iApproximate average salary by contribution assumption: employee only about $44,870 at 4% or $29,913 at 6%; with 50% employer match about $29,913 at 4% or $19,942 at 6%; with 100% employer match about $22,435 at 4% or $14,957 at 6%.
Phoenix Management Inc. Profit Sharing Plan-20$1,956,047$479,031$23,952iApproximate average salary by contribution assumption: employee only about $598,789 at 4% or $399,193 at 6%; with 50% employer match about $399,193 at 4% or $266,128 at 6%; with 100% employer match about $299,394 at 4% or $199,596 at 6%.
20052556$6,058,001$1,603,872$2,885iApproximate average salary by contribution assumption: employee only about $72,117 at 4% or $48,078 at 6%; with 50% employer match about $48,078 at 4% or $32,052 at 6%; with 100% employer match about $36,058 at 4% or $24,039 at 6%.
Phoenix Management Inc. Pension Plan-556$4,737,284$1,258,526$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,726 at 6%; with 50% employer match about $37,726 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.
Phoenix Management Inc. Profit Sharing Plan-18$1,320,717$345,346$19,186iApproximate average salary by contribution assumption: employee only about $479,647 at 4% or $319,765 at 6%; with 50% employer match about $319,765 at 4% or $213,177 at 6%; with 100% employer match about $239,824 at 4% or $159,882 at 6%.
20042549$1,792,438$608,661$1,109iApproximate average salary by contribution assumption: employee only about $27,717 at 4% or $18,478 at 6%; with 50% employer match about $18,478 at 4% or $12,319 at 6%; with 100% employer match about $13,858 at 4% or $9,239 at 6%.
Phoenix Management Inc. Profit Sharing Plan-14$1,264,866$313,878$22,420iApproximate average salary by contribution assumption: employee only about $560,496 at 4% or $373,664 at 6%; with 50% employer match about $373,664 at 4% or $249,110 at 6%; with 100% employer match about $280,248 at 4% or $186,832 at 6%.
Phoenix Management Inc. Profit Sharing Plan-549$527,572$294,783$537iApproximate average salary by contribution assumption: employee only about $13,424 at 4% or $8,949 at 6%; with 50% employer match about $8,949 at 4% or $5,966 at 6%; with 100% employer match about $6,712 at 4% or $4,475 at 6%.
20032525$1,271,106$553,258$1,054iApproximate average salary by contribution assumption: employee only about $26,346 at 4% or $17,564 at 6%; with 50% employer match about $17,564 at 4% or $11,709 at 6%; with 100% employer match about $13,173 at 4% or $8,782 at 6%.
Phoenix Management Inc. Profit Sharing Plan-13$1,001,226$274,818$21,140iApproximate average salary by contribution assumption: employee only about $528,496 at 4% or $352,331 at 6%; with 50% employer match about $352,331 at 4% or $234,887 at 6%; with 100% employer match about $264,248 at 4% or $176,165 at 6%.
Phoenix Management Inc. Profit Sharing Plan-525$269,880$278,440$530iApproximate average salary by contribution assumption: employee only about $13,259 at 4% or $8,839 at 6%; with 50% employer match about $8,839 at 4% or $5,893 at 6%; with 100% employer match about $6,630 at 4% or $4,420 at 6%.
2002112$576,446$282,132$23,511iApproximate average salary by contribution assumption: employee only about $587,775 at 4% or $391,850 at 6%; with 50% employer match about $391,850 at 4% or $261,233 at 6%; with 100% employer match about $293,888 at 4% or $195,925 at 6%.
Phoenix Management Inc. Profit Sharing Plan-12$576,446$282,132$23,511iApproximate average salary by contribution assumption: employee only about $587,775 at 4% or $391,850 at 6%; with 50% employer match about $391,850 at 4% or $261,233 at 6%; with 100% employer match about $293,888 at 4% or $195,925 at 6%.
2001112$0$0-
Phoenix Management Inc. Profit Sharing Plan-12---
2000111$276,508$106,289$9,663iApproximate average salary by contribution assumption: employee only about $241,566 at 4% or $161,044 at 6%; with 50% employer match about $161,044 at 4% or $107,363 at 6%; with 100% employer match about $120,783 at 4% or $80,522 at 6%.
Phoenix Management Inc. Profit Sharing Plan-11$276,508$106,289$9,663iApproximate average salary by contribution assumption: employee only about $241,566 at 4% or $161,044 at 6%; with 50% employer match about $161,044 at 4% or $107,363 at 6%; with 100% employer match about $120,783 at 4% or $80,522 at 6%.
19992369$2,795,547$1,116,369$3,025iApproximate average salary by contribution assumption: employee only about $75,635 at 4% or $50,423 at 6%; with 50% employer match about $50,423 at 4% or $33,615 at 6%; with 100% employer match about $37,817 at 4% or $25,212 at 6%.
Phoenix Management Inc. Pension Plan-369$2,580,236$1,015,402$2,752iApproximate average salary by contribution assumption: employee only about $68,794 at 4% or $45,863 at 6%; with 50% employer match about $45,863 at 4% or $30,575 at 6%; with 100% employer match about $34,397 at 4% or $22,931 at 6%.
Phoenix Management Inc. Profit Sharing Plan-11$215,311$100,967$9,179iApproximate average salary by contribution assumption: employee only about $229,470 at 4% or $152,980 at 6%; with 50% employer match about $152,980 at 4% or $101,987 at 6%; with 100% employer match about $114,735 at 4% or $76,490 at 6%.