Civic Intelligence

Ronald J. Phillips Insurance Services Inc.

Plan context: Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan

EIN 77-0263464 • Capitola, CA • 19 filings • 3 plans

P.O. Box 1847Capitola, CA 95010
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$156,680

2023 Contributions

$32,692

Historical Graphs

Total Assets Over Time

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

$341,319$170,660$0200420152022YearValue
$156,680Latest year 2022

Participants Over Time

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

840200420142022YearValue
6Latest year 2022

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
202310$0$0-
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-0$0$0-
202216$156,680$32,692$5,449iApproximate average salary by contribution assumption: employee only about $136,217 at 4% or $90,811 at 6%; with 50% employer match about $90,811 at 4% or $60,541 at 6%; with 100% employer match about $68,108 at 4% or $45,406 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-6$156,680$32,692$5,449iApproximate average salary by contribution assumption: employee only about $136,217 at 4% or $90,811 at 6%; with 50% employer match about $90,811 at 4% or $60,541 at 6%; with 100% employer match about $68,108 at 4% or $45,406 at 6%.
202117$274,783$92,288$13,184iApproximate average salary by contribution assumption: employee only about $329,600 at 4% or $219,733 at 6%; with 50% employer match about $219,733 at 4% or $146,489 at 6%; with 100% employer match about $164,800 at 4% or $109,867 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-7$274,783$92,288$13,184iApproximate average salary by contribution assumption: employee only about $329,600 at 4% or $219,733 at 6%; with 50% employer match about $219,733 at 4% or $146,489 at 6%; with 100% employer match about $164,800 at 4% or $109,867 at 6%.
202016$156,745$94,201$15,700iApproximate average salary by contribution assumption: employee only about $392,504 at 4% or $261,669 at 6%; with 50% employer match about $261,669 at 4% or $174,446 at 6%; with 100% employer match about $196,252 at 4% or $130,835 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-6$156,745$94,201$15,700iApproximate average salary by contribution assumption: employee only about $392,504 at 4% or $261,669 at 6%; with 50% employer match about $261,669 at 4% or $174,446 at 6%; with 100% employer match about $196,252 at 4% or $130,835 at 6%.
201913$49,176$11,925$3,975iApproximate average salary by contribution assumption: employee only about $99,375 at 4% or $66,250 at 6%; with 50% employer match about $66,250 at 4% or $44,167 at 6%; with 100% employer match about $49,688 at 4% or $33,125 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$49,176$11,925$3,975iApproximate average salary by contribution assumption: employee only about $99,375 at 4% or $66,250 at 6%; with 50% employer match about $66,250 at 4% or $44,167 at 6%; with 100% employer match about $49,688 at 4% or $33,125 at 6%.
201814$47,644$8,950$2,238iApproximate average salary by contribution assumption: employee only about $55,938 at 4% or $37,292 at 6%; with 50% employer match about $37,292 at 4% or $24,861 at 6%; with 100% employer match about $27,969 at 4% or $18,646 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-4$47,644$8,950$2,238iApproximate average salary by contribution assumption: employee only about $55,938 at 4% or $37,292 at 6%; with 50% employer match about $37,292 at 4% or $24,861 at 6%; with 100% employer match about $27,969 at 4% or $18,646 at 6%.
201714$40,144$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-4$40,144$7,500$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
201613$29,204$5,850$1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$29,204$5,850$1,950iApproximate average salary by contribution assumption: employee only about $48,750 at 4% or $32,500 at 6%; with 50% employer match about $32,500 at 4% or $21,667 at 6%; with 100% employer match about $24,375 at 4% or $16,250 at 6%.
201513$22,062$6,075$2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$22,062$6,075$2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%.
201413$16,957$3,800$1,267iApproximate average salary by contribution assumption: employee only about $31,667 at 4% or $21,111 at 6%; with 50% employer match about $21,111 at 4% or $14,074 at 6%; with 100% employer match about $15,833 at 4% or $10,556 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$16,957$3,800$1,267iApproximate average salary by contribution assumption: employee only about $31,667 at 4% or $21,111 at 6%; with 50% employer match about $21,111 at 4% or $14,074 at 6%; with 100% employer match about $15,833 at 4% or $10,556 at 6%.
201313$12,621$4,375$1,458iApproximate average salary by contribution assumption: employee only about $36,458 at 4% or $24,306 at 6%; with 50% employer match about $24,306 at 4% or $16,204 at 6%; with 100% employer match about $18,229 at 4% or $12,153 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$12,621$4,375$1,458iApproximate average salary by contribution assumption: employee only about $36,458 at 4% or $24,306 at 6%; with 50% employer match about $24,306 at 4% or $16,204 at 6%; with 100% employer match about $18,229 at 4% or $12,153 at 6%.
201213$6,686$4,425$1,475iApproximate average salary by contribution assumption: employee only about $36,875 at 4% or $24,583 at 6%; with 50% employer match about $24,583 at 4% or $16,389 at 6%; with 100% employer match about $18,438 at 4% or $12,292 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-3$6,686$4,425$1,475iApproximate average salary by contribution assumption: employee only about $36,875 at 4% or $24,583 at 6%; with 50% employer match about $24,583 at 4% or $16,389 at 6%; with 100% employer match about $18,438 at 4% or $12,292 at 6%.
201115$4,764$5,250$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-5$4,764$5,250$1,050iApproximate average salary by contribution assumption: employee only about $26,250 at 4% or $17,500 at 6%; with 50% employer match about $17,500 at 4% or $11,667 at 6%; with 100% employer match about $13,125 at 4% or $8,750 at 6%.
201010$0$0-
Ronald J. Phillips Insurance Services Inc. 401(K) Profit Sharing Plan-0$0$0-
200818$0$0-
Rjp Insurance Services Retirement Plan & Trust-8---
200717$0$0-
Rjp Insurance Services Retirement Plan & Trust-7---
200617$341,319$128,421$18,346iApproximate average salary by contribution assumption: employee only about $458,646 at 4% or $305,764 at 6%; with 50% employer match about $305,764 at 4% or $203,843 at 6%; with 100% employer match about $229,323 at 4% or $152,882 at 6%.
Rjp Insurance Services Retirement Plan & Trust-7$341,319$128,421$18,346iApproximate average salary by contribution assumption: employee only about $458,646 at 4% or $305,764 at 6%; with 50% employer match about $305,764 at 4% or $203,843 at 6%; with 100% employer match about $229,323 at 4% or $152,882 at 6%.
200516$188,602$38,356$6,393iApproximate average salary by contribution assumption: employee only about $159,817 at 4% or $106,544 at 6%; with 50% employer match about $106,544 at 4% or $71,030 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%.
Rjp Insurance Services Retirement Plan & Trust-6$188,602$38,356$6,393iApproximate average salary by contribution assumption: employee only about $159,817 at 4% or $106,544 at 6%; with 50% employer match about $106,544 at 4% or $71,030 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%.
200416$136,742$133,860$22,310iApproximate average salary by contribution assumption: employee only about $557,750 at 4% or $371,833 at 6%; with 50% employer match about $371,833 at 4% or $247,889 at 6%; with 100% employer match about $278,875 at 4% or $185,917 at 6%.
Rjp Insurance Services Retirement Plan & Trust-6$136,742$133,860$22,310iApproximate average salary by contribution assumption: employee only about $557,750 at 4% or $371,833 at 6%; with 50% employer match about $371,833 at 4% or $247,889 at 6%; with 100% employer match about $278,875 at 4% or $185,917 at 6%.