Royce Phillips Investments Inc.
Plan context: Royce Phillips Investments Inc. 401(K) Profit Sharing Plan
EIN 81-4884747 • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$501,842
2024 Contributions
$960
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $501,842 | $0 | - |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $501,842 | - | - |
| 2023 | 1 | 1 | $490,900 | $0 | - |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $490,900 | - | - |
| 2022 | 1 | 1 | $547,506 | $0 | - |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $547,506 | - | - |
| 2021 | 1 | 1 | $624,134 | $0 | - |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $624,134 | - | - |
| 2020 | 1 | 1 | $547,583 | $0 | - |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $547,583 | - | - |
| 2019 | 1 | 1 | $795,092 | $960 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $795,092 | $960 | $960iApproximate average salary by contribution assumption: employee only about $24,000 at 4% or $16,000 at 6%; with 50% employer match about $16,000 at 4% or $10,667 at 6%; with 100% employer match about $12,000 at 4% or $8,000 at 6%. |
| 2018 | 1 | 1 | $433,901 | $1,040 | $1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%. |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $433,901 | $1,040 | $1,040iApproximate average salary by contribution assumption: employee only about $26,000 at 4% or $17,333 at 6%; with 50% employer match about $17,333 at 4% or $11,556 at 6%; with 100% employer match about $13,000 at 4% or $8,667 at 6%. |
| 2017 | 1 | 1 | $643,182 | $1,220,858 | $1,220,858iApproximate average salary by contribution assumption: employee only about $30,521,450 at 4% or $20,347,633 at 6%; with 50% employer match about $20,347,633 at 4% or $13,565,089 at 6%; with 100% employer match about $15,260,725 at 4% or $10,173,817 at 6%. |
| Royce Phillips Investments Inc. 401(K) Profit Sharing Plan | - | 1 | $643,182 | $1,220,858 | $1,220,858iApproximate average salary by contribution assumption: employee only about $30,521,450 at 4% or $20,347,633 at 6%; with 50% employer match about $20,347,633 at 4% or $13,565,089 at 6%; with 100% employer match about $15,260,725 at 4% or $10,173,817 at 6%. |