Civic Intelligence

Phx Holdings LLC

Plan context: Phx Holdings Retirement Plan

EIN 83-2712734 • 14 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

267

2024 Assets

$11,266,960

2024 Contributions

$4,156,299

Historical Graphs

Total Assets Over Time

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

$11,266,960$5,633,480$0201920222024YearValue
$11,266,960Latest year 2024

Participants Over Time

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

3721860201920222024YearValue
267Latest 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
20243267$11,266,960$4,156,299$15,567iApproximate average salary by contribution assumption: employee only about $389,167 at 4% or $259,444 at 6%; with 50% employer match about $259,444 at 4% or $172,963 at 6%; with 100% employer match about $194,583 at 4% or $129,722 at 6%.
Phx Holdings Retirement Plan-267$10,826,139$1,507,131$5,645iApproximate average salary by contribution assumption: employee only about $141,117 at 4% or $94,078 at 6%; with 50% employer match about $94,078 at 4% or $62,719 at 6%; with 100% employer match about $70,559 at 4% or $47,039 at 6%.
Phx Holdings LLC Employee Benefit Plan (502)-174$440,821$2,649,168$15,225iApproximate average salary by contribution assumption: employee only about $380,628 at 4% or $253,752 at 6%; with 50% employer match about $253,752 at 4% or $169,168 at 6%; with 100% employer match about $190,314 at 4% or $126,876 at 6%.
Phx Holdings Welfare Plan-235---
20233305$9,729,904$4,054,307$13,293iApproximate average salary by contribution assumption: employee only about $332,320 at 4% or $221,547 at 6%; with 50% employer match about $221,547 at 4% or $147,698 at 6%; with 100% employer match about $166,160 at 4% or $110,773 at 6%.
Phx Holdings Retirement Plan-294$9,089,111$1,631,872$5,551iApproximate average salary by contribution assumption: employee only about $138,765 at 4% or $92,510 at 6%; with 50% employer match about $92,510 at 4% or $61,673 at 6%; with 100% employer match about $69,382 at 4% or $46,255 at 6%.
Phx Holdings LLC Employee Benefit Plan (502)-208$640,793$2,422,435$11,646iApproximate average salary by contribution assumption: employee only about $291,158 at 4% or $194,105 at 6%; with 50% employer match about $194,105 at 4% or $129,404 at 6%; with 100% employer match about $145,579 at 4% or $97,053 at 6%.
Phx Holdings Welfare Plan-305---
20223372$8,002,275$3,738,444$10,050iApproximate average salary by contribution assumption: employee only about $251,240 at 4% or $167,493 at 6%; with 50% employer match about $167,493 at 4% or $111,662 at 6%; with 100% employer match about $125,620 at 4% or $83,747 at 6%.
Phx Holdings Retirement Plan-244$7,928,115$1,411,433$5,785iApproximate average salary by contribution assumption: employee only about $144,614 at 4% or $96,409 at 6%; with 50% employer match about $96,409 at 4% or $64,273 at 6%; with 100% employer match about $72,307 at 4% or $48,205 at 6%.
Phx Holdings LLC Employee Benefit Plan (502)-239$74,160$2,327,011$9,736iApproximate average salary by contribution assumption: employee only about $243,411 at 4% or $162,274 at 6%; with 50% employer match about $162,274 at 4% or $108,183 at 6%; with 100% employer match about $121,706 at 4% or $81,137 at 6%.
Phx Holdings Welfare Plan-372---
20212316$8,309,041$1,125,290$3,561iApproximate average salary by contribution assumption: employee only about $89,026 at 4% or $59,351 at 6%; with 50% employer match about $59,351 at 4% or $39,567 at 6%; with 100% employer match about $44,513 at 4% or $29,675 at 6%.
Phx Holdings Retirement Plan-235$8,309,041$1,125,290$4,788iApproximate average salary by contribution assumption: employee only about $119,712 at 4% or $79,808 at 6%; with 50% employer match about $79,808 at 4% or $53,205 at 6%; with 100% employer match about $59,856 at 4% or $39,904 at 6%.
Phx Holdings Welfare Plan-316---
20202293$6,023,059$938,057$3,202iApproximate average salary by contribution assumption: employee only about $80,039 at 4% or $53,359 at 6%; with 50% employer match about $53,359 at 4% or $35,573 at 6%; with 100% employer match about $40,019 at 4% or $26,680 at 6%.
Phx Holdings Retirement Plan-248$6,023,059$938,057$3,782iApproximate average salary by contribution assumption: employee only about $94,562 at 4% or $63,041 at 6%; with 50% employer match about $63,041 at 4% or $42,028 at 6%; with 100% employer match about $47,281 at 4% or $31,521 at 6%.
Phx Holdings Welfare Plan-293---
20191192$5,033,647$1,242,379$6,471iApproximate average salary by contribution assumption: employee only about $161,768 at 4% or $107,845 at 6%; with 50% employer match about $107,845 at 4% or $71,897 at 6%; with 100% employer match about $80,884 at 4% or $53,923 at 6%.
Phx Holdings Retirement Plan-192$5,033,647$1,242,379$6,471iApproximate average salary by contribution assumption: employee only about $161,768 at 4% or $107,845 at 6%; with 50% employer match about $107,845 at 4% or $71,897 at 6%; with 100% employer match about $80,884 at 4% or $53,923 at 6%.