Civic Intelligence

Steven Benedum DBA Phoenix Properties

Plan context: Phoenix Properties Retirement Plan & Trust

EIN 77-0191626 • Scotts Valley, CA • 19 filings • 1 plans

11 Ridgecrest Dr.Scotts Valley, CA 95066
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$436,556

2022 Contributions

$318

Historical Graphs

Total Assets Over Time

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

$463,129$231,565$0200420132021YearValue
$436,556Latest year 2021

Participants Over Time

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

320200420132021YearValue
3Latest year 2021

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
202210$0$318-
Phoenix Properties Retirement Plan & Trust-0$0$318-
202113$436,556$644$215iApproximate average salary by contribution assumption: employee only about $5,367 at 4% or $3,578 at 6%; with 50% employer match about $3,578 at 4% or $2,385 at 6%; with 100% employer match about $2,683 at 4% or $1,789 at 6%.
Phoenix Properties Retirement Plan & Trust-3$436,556$644$215iApproximate average salary by contribution assumption: employee only about $5,367 at 4% or $3,578 at 6%; with 50% employer match about $3,578 at 4% or $2,385 at 6%; with 100% employer match about $2,683 at 4% or $1,789 at 6%.
202013$369,319$263$88iApproximate average salary by contribution assumption: employee only about $2,192 at 4% or $1,461 at 6%; with 50% employer match about $1,461 at 4% or $974 at 6%; with 100% employer match about $1,096 at 4% or $731 at 6%.
Phoenix Properties Retirement Plan & Trust-3$369,319$263$88iApproximate average salary by contribution assumption: employee only about $2,192 at 4% or $1,461 at 6%; with 50% employer match about $1,461 at 4% or $974 at 6%; with 100% employer match about $1,096 at 4% or $731 at 6%.
201913$402,726$204$68iApproximate average salary by contribution assumption: employee only about $1,700 at 4% or $1,133 at 6%; with 50% employer match about $1,133 at 4% or $756 at 6%; with 100% employer match about $850 at 4% or $567 at 6%.
Phoenix Properties Retirement Plan & Trust-3$402,726$204$68iApproximate average salary by contribution assumption: employee only about $1,700 at 4% or $1,133 at 6%; with 50% employer match about $1,133 at 4% or $756 at 6%; with 100% employer match about $850 at 4% or $567 at 6%.
201813$271,385$198$66iApproximate average salary by contribution assumption: employee only about $1,650 at 4% or $1,100 at 6%; with 50% employer match about $1,100 at 4% or $733 at 6%; with 100% employer match about $825 at 4% or $550 at 6%.
Phoenix Properties Retirement Plan & Trust-3$271,385$198$66iApproximate average salary by contribution assumption: employee only about $1,650 at 4% or $1,100 at 6%; with 50% employer match about $1,100 at 4% or $733 at 6%; with 100% employer match about $825 at 4% or $550 at 6%.
201713$333,010$163$54iApproximate average salary by contribution assumption: employee only about $1,358 at 4% or $906 at 6%; with 50% employer match about $906 at 4% or $604 at 6%; with 100% employer match about $679 at 4% or $453 at 6%.
Phoenix Properties Retirement Plan & Trust-3$333,010$163$54iApproximate average salary by contribution assumption: employee only about $1,358 at 4% or $906 at 6%; with 50% employer match about $906 at 4% or $604 at 6%; with 100% employer match about $679 at 4% or $453 at 6%.
201613$261,947$328$109iApproximate average salary by contribution assumption: employee only about $2,733 at 4% or $1,822 at 6%; with 50% employer match about $1,822 at 4% or $1,215 at 6%; with 100% employer match about $1,367 at 4% or $911 at 6%.
Phoenix Properties Retirement Plan & Trust-3$261,947$328$109iApproximate average salary by contribution assumption: employee only about $2,733 at 4% or $1,822 at 6%; with 50% employer match about $1,822 at 4% or $1,215 at 6%; with 100% employer match about $1,367 at 4% or $911 at 6%.
201513$247,469$60,551$20,184iApproximate average salary by contribution assumption: employee only about $504,592 at 4% or $336,394 at 6%; with 50% employer match about $336,394 at 4% or $224,263 at 6%; with 100% employer match about $252,296 at 4% or $168,197 at 6%.
Phoenix Properties Retirement Plan & Trust-3$247,469$60,551$20,184iApproximate average salary by contribution assumption: employee only about $504,592 at 4% or $336,394 at 6%; with 50% employer match about $336,394 at 4% or $224,263 at 6%; with 100% employer match about $252,296 at 4% or $168,197 at 6%.
201413$247,810$54,135$18,045iApproximate average salary by contribution assumption: employee only about $451,125 at 4% or $300,750 at 6%; with 50% employer match about $300,750 at 4% or $200,500 at 6%; with 100% employer match about $225,563 at 4% or $150,375 at 6%.
Phoenix Properties Retirement Plan & Trust-3$247,810$54,135$18,045iApproximate average salary by contribution assumption: employee only about $451,125 at 4% or $300,750 at 6%; with 50% employer match about $300,750 at 4% or $200,500 at 6%; with 100% employer match about $225,563 at 4% or $150,375 at 6%.
201313$247,822$1,009$336iApproximate average salary by contribution assumption: employee only about $8,408 at 4% or $5,606 at 6%; with 50% employer match about $5,606 at 4% or $3,737 at 6%; with 100% employer match about $4,204 at 4% or $2,803 at 6%.
Phoenix Properties Retirement Plan & Trust-3$247,822$1,009$336iApproximate average salary by contribution assumption: employee only about $8,408 at 4% or $5,606 at 6%; with 50% employer match about $5,606 at 4% or $3,737 at 6%; with 100% employer match about $4,204 at 4% or $2,803 at 6%.
201213$324,256$1,011$337iApproximate average salary by contribution assumption: employee only about $8,425 at 4% or $5,617 at 6%; with 50% employer match about $5,617 at 4% or $3,744 at 6%; with 100% employer match about $4,213 at 4% or $2,808 at 6%.
Phoenix Properties Retirement Plan & Trust-3$324,256$1,011$337iApproximate average salary by contribution assumption: employee only about $8,425 at 4% or $5,617 at 6%; with 50% employer match about $5,617 at 4% or $3,744 at 6%; with 100% employer match about $4,213 at 4% or $2,808 at 6%.
201113$417,892$990$330iApproximate average salary by contribution assumption: employee only about $8,250 at 4% or $5,500 at 6%; with 50% employer match about $5,500 at 4% or $3,667 at 6%; with 100% employer match about $4,125 at 4% or $2,750 at 6%.
Phoenix Properties Retirement Plan & Trust-3$417,892$990$330iApproximate average salary by contribution assumption: employee only about $8,250 at 4% or $5,500 at 6%; with 50% employer match about $5,500 at 4% or $3,667 at 6%; with 100% employer match about $4,125 at 4% or $2,750 at 6%.
201013$432,858$488$163iApproximate average salary by contribution assumption: employee only about $4,067 at 4% or $2,711 at 6%; with 50% employer match about $2,711 at 4% or $1,807 at 6%; with 100% employer match about $2,033 at 4% or $1,356 at 6%.
Phoenix Properties Retirement Plan & Trust-3$432,858$488$163iApproximate average salary by contribution assumption: employee only about $4,067 at 4% or $2,711 at 6%; with 50% employer match about $2,711 at 4% or $1,807 at 6%; with 100% employer match about $2,033 at 4% or $1,356 at 6%.
200913$454,738$3,853$1,284iApproximate average salary by contribution assumption: employee only about $32,108 at 4% or $21,406 at 6%; with 50% employer match about $21,406 at 4% or $14,270 at 6%; with 100% employer match about $16,054 at 4% or $10,703 at 6%.
Phoenix Properties Retirement Plan & Trust-3$454,738$3,853$1,284iApproximate average salary by contribution assumption: employee only about $32,108 at 4% or $21,406 at 6%; with 50% employer match about $21,406 at 4% or $14,270 at 6%; with 100% employer match about $16,054 at 4% or $10,703 at 6%.
200813$335,462$12,174$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
Phoenix Properties Retirement Plan & Trust-3$335,462$12,174$4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%.
200713$463,129$50,144$16,715iApproximate average salary by contribution assumption: employee only about $417,867 at 4% or $278,578 at 6%; with 50% employer match about $278,578 at 4% or $185,719 at 6%; with 100% employer match about $208,933 at 4% or $139,289 at 6%.
Phoenix Properties Retirement Plan & Trust-3$463,129$50,144$16,715iApproximate average salary by contribution assumption: employee only about $417,867 at 4% or $278,578 at 6%; with 50% employer match about $278,578 at 4% or $185,719 at 6%; with 100% employer match about $208,933 at 4% or $139,289 at 6%.
200613$391,560$252,168$84,056iApproximate average salary by contribution assumption: employee only about $2,101,400 at 4% or $1,400,933 at 6%; with 50% employer match about $1,400,933 at 4% or $933,956 at 6%; with 100% employer match about $1,050,700 at 4% or $700,467 at 6%.
Phoenix Properties Retirement Plan & Trust-3$391,560$252,168$84,056iApproximate average salary by contribution assumption: employee only about $2,101,400 at 4% or $1,400,933 at 6%; with 50% employer match about $1,400,933 at 4% or $933,956 at 6%; with 100% employer match about $1,050,700 at 4% or $700,467 at 6%.
200513$108,260$27,014$9,005iApproximate average salary by contribution assumption: employee only about $225,117 at 4% or $150,078 at 6%; with 50% employer match about $150,078 at 4% or $100,052 at 6%; with 100% employer match about $112,558 at 4% or $75,039 at 6%.
Phoenix Properties Retirement Plan & Trust-3$108,260$27,014$9,005iApproximate average salary by contribution assumption: employee only about $225,117 at 4% or $150,078 at 6%; with 50% employer match about $150,078 at 4% or $100,052 at 6%; with 100% employer match about $112,558 at 4% or $75,039 at 6%.
200413$85,853$85,853$28,618iApproximate average salary by contribution assumption: employee only about $715,442 at 4% or $476,961 at 6%; with 50% employer match about $476,961 at 4% or $317,974 at 6%; with 100% employer match about $357,721 at 4% or $238,481 at 6%.
Phoenix Properties Retirement Plan & Trust-3$85,853$85,853$28,618iApproximate average salary by contribution assumption: employee only about $715,442 at 4% or $476,961 at 6%; with 50% employer match about $476,961 at 4% or $317,974 at 6%; with 100% employer match about $357,721 at 4% or $238,481 at 6%.