Phase 2 Company
Plan context: Phase 2 Company 401(K) Plan
EIN 84-0641881 • Ft Collins, CO • 34 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
159
2024 Assets
$9,809,477
2024 Contributions
$568,627
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 | 2 | 159 | $9,809,477 | $568,627 | $3,576iApproximate average salary by contribution assumption: employee only about $89,407 at 4% or $59,605 at 6%; with 50% employer match about $59,605 at 4% or $39,736 at 6%; with 100% employer match about $44,703 at 4% or $29,802 at 6%. |
| Phase 2 Company 401(K) Plan | - | 116 | $9,809,477 | $568,627 | $4,902iApproximate average salary by contribution assumption: employee only about $122,549 at 4% or $81,699 at 6%; with 50% employer match about $81,699 at 4% or $54,466 at 6%; with 100% employer match about $61,274 at 4% or $40,850 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 159 | - | - | - |
| 2023 | 2 | 129 | $10,648,892 | $549,362 | $4,259iApproximate average salary by contribution assumption: employee only about $106,466 at 4% or $70,977 at 6%; with 50% employer match about $70,977 at 4% or $47,318 at 6%; with 100% employer match about $53,233 at 4% or $35,489 at 6%. |
| Phase 2 Company 401(K) Plan | - | 111 | $10,648,892 | $549,362 | $4,949iApproximate average salary by contribution assumption: employee only about $123,730 at 4% or $82,487 at 6%; with 50% employer match about $82,487 at 4% or $54,991 at 6%; with 100% employer match about $61,865 at 4% or $41,243 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 129 | - | - | - |
| 2022 | 2 | 126 | $9,095,466 | $554,061 | $4,397iApproximate average salary by contribution assumption: employee only about $109,933 at 4% or $73,288 at 6%; with 50% employer match about $73,288 at 4% or $48,859 at 6%; with 100% employer match about $54,966 at 4% or $36,644 at 6%. |
| Phase 2 Company 401(K) Plan | - | 117 | $9,095,466 | $554,061 | $4,736iApproximate average salary by contribution assumption: employee only about $118,389 at 4% or $78,926 at 6%; with 50% employer match about $78,926 at 4% or $52,617 at 6%; with 100% employer match about $59,195 at 4% or $39,463 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 126 | - | - | - |
| 2021 | 2 | 131 | $10,729,575 | $552,857 | $4,220iApproximate average salary by contribution assumption: employee only about $105,507 at 4% or $70,338 at 6%; with 50% employer match about $70,338 at 4% or $46,892 at 6%; with 100% employer match about $52,754 at 4% or $35,169 at 6%. |
| Phase 2 Company 401(K) Plan | - | 119 | $10,729,575 | $552,857 | $4,646iApproximate average salary by contribution assumption: employee only about $116,146 at 4% or $77,431 at 6%; with 50% employer match about $77,431 at 4% or $51,621 at 6%; with 100% employer match about $58,073 at 4% or $38,715 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 131 | - | - | - |
| 2020 | 2 | 139 | $9,958,594 | $615,656 | $4,429iApproximate average salary by contribution assumption: employee only about $110,729 at 4% or $73,820 at 6%; with 50% employer match about $73,820 at 4% or $49,213 at 6%; with 100% employer match about $55,365 at 4% or $36,910 at 6%. |
| Phase 2 Company 401(K) Plan | - | 139 | $9,958,594 | $615,656 | $4,429iApproximate average salary by contribution assumption: employee only about $110,729 at 4% or $73,820 at 6%; with 50% employer match about $73,820 at 4% or $49,213 at 6%; with 100% employer match about $55,365 at 4% or $36,910 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 107 | - | - | - |
| 2019 | 2 | 159 | $8,549,167 | $623,346 | $3,920iApproximate average salary by contribution assumption: employee only about $98,010 at 4% or $65,340 at 6%; with 50% employer match about $65,340 at 4% or $43,560 at 6%; with 100% employer match about $49,005 at 4% or $32,670 at 6%. |
| Phase 2 Company 401(K) Plan | - | 137 | $8,549,167 | $623,346 | $4,550iApproximate average salary by contribution assumption: employee only about $113,749 at 4% or $75,833 at 6%; with 50% employer match about $75,833 at 4% or $50,555 at 6%; with 100% employer match about $56,875 at 4% or $37,916 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 159 | - | - | - |
| 2018 | 2 | 140 | $6,591,957 | $584,925 | $4,178iApproximate average salary by contribution assumption: employee only about $104,451 at 4% or $69,634 at 6%; with 50% employer match about $69,634 at 4% or $46,423 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%. |
| Phase 2 Company 401(K) Plan | - | 140 | $6,591,957 | $584,925 | $4,178iApproximate average salary by contribution assumption: employee only about $104,451 at 4% or $69,634 at 6%; with 50% employer match about $69,634 at 4% or $46,423 at 6%; with 100% employer match about $52,225 at 4% or $34,817 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 140 | - | - | - |
| 2017 | 2 | 174 | $6,651,882 | $650,732 | $3,740iApproximate average salary by contribution assumption: employee only about $93,496 at 4% or $62,331 at 6%; with 50% employer match about $62,331 at 4% or $41,554 at 6%; with 100% employer match about $46,748 at 4% or $31,165 at 6%. |
| Phase 2 Company 401(K) Plan | - | 163 | $6,651,882 | $650,732 | $3,992iApproximate average salary by contribution assumption: employee only about $99,806 at 4% or $66,537 at 6%; with 50% employer match about $66,537 at 4% or $44,358 at 6%; with 100% employer match about $49,903 at 4% or $33,269 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 174 | - | - | - |
| 2016 | 2 | 184 | $5,612,832 | $473,216 | $2,572iApproximate average salary by contribution assumption: employee only about $64,296 at 4% or $42,864 at 6%; with 50% employer match about $42,864 at 4% or $28,576 at 6%; with 100% employer match about $32,148 at 4% or $21,432 at 6%. |
| Phase 2 Company 401(K) Plan | - | 125 | $5,612,832 | $473,216 | $3,786iApproximate average salary by contribution assumption: employee only about $94,643 at 4% or $63,095 at 6%; with 50% employer match about $63,095 at 4% or $42,064 at 6%; with 100% employer match about $47,322 at 4% or $31,548 at 6%. |
| Phase 2 Health & Welfare Benefit Plan | - | 184 | - | - | - |
| 2015 | 1 | 96 | $4,886,743 | $408,426 | $4,254iApproximate average salary by contribution assumption: employee only about $106,361 at 4% or $70,907 at 6%; with 50% employer match about $70,907 at 4% or $47,272 at 6%; with 100% employer match about $53,180 at 4% or $35,454 at 6%. |
| Phase 2 Company 401(K) Plan | - | 96 | $4,886,743 | $408,426 | $4,254iApproximate average salary by contribution assumption: employee only about $106,361 at 4% or $70,907 at 6%; with 50% employer match about $70,907 at 4% or $47,272 at 6%; with 100% employer match about $53,180 at 4% or $35,454 at 6%. |
| 2014 | 1 | 83 | $4,516,260 | $399,245 | $4,810iApproximate average salary by contribution assumption: employee only about $120,255 at 4% or $80,170 at 6%; with 50% employer match about $80,170 at 4% or $53,446 at 6%; with 100% employer match about $60,127 at 4% or $40,085 at 6%. |
| Phase 2 Company 401(K) Plan | - | 83 | $4,516,260 | $399,245 | $4,810iApproximate average salary by contribution assumption: employee only about $120,255 at 4% or $80,170 at 6%; with 50% employer match about $80,170 at 4% or $53,446 at 6%; with 100% employer match about $60,127 at 4% or $40,085 at 6%. |
| 2013 | 1 | 84 | $5,396,108 | $331,500 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,330 at 4% or $32,887 at 6%. |
| Phase 2 Company 401(K) Plan | - | 84 | $5,396,108 | $331,500 | $3,946iApproximate average salary by contribution assumption: employee only about $98,661 at 4% or $65,774 at 6%; with 50% employer match about $65,774 at 4% or $43,849 at 6%; with 100% employer match about $49,330 at 4% or $32,887 at 6%. |
| 2012 | 1 | 59 | $4,452,273 | $231,090 | $3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,280 at 6%; with 50% employer match about $65,280 at 4% or $43,520 at 6%; with 100% employer match about $48,960 at 4% or $32,640 at 6%. |
| Phase 2 Company 401(K) Plan | - | 59 | $4,452,273 | $231,090 | $3,917iApproximate average salary by contribution assumption: employee only about $97,919 at 4% or $65,280 at 6%; with 50% employer match about $65,280 at 4% or $43,520 at 6%; with 100% employer match about $48,960 at 4% or $32,640 at 6%. |
| 2011 | 1 | 76 | $3,964,677 | $214,656 | $2,824iApproximate average salary by contribution assumption: employee only about $70,611 at 4% or $47,074 at 6%; with 50% employer match about $47,074 at 4% or $31,382 at 6%; with 100% employer match about $35,305 at 4% or $23,537 at 6%. |
| Phase 2 Company 401(K) Plan | - | 76 | $3,964,677 | $214,656 | $2,824iApproximate average salary by contribution assumption: employee only about $70,611 at 4% or $47,074 at 6%; with 50% employer match about $47,074 at 4% or $31,382 at 6%; with 100% employer match about $35,305 at 4% or $23,537 at 6%. |
| 2010 | 1 | 108 | $4,132,067 | $310,635 | $2,876iApproximate average salary by contribution assumption: employee only about $71,906 at 4% or $47,938 at 6%; with 50% employer match about $47,938 at 4% or $31,958 at 6%; with 100% employer match about $35,953 at 4% or $23,969 at 6%. |
| Phase 2 Company 401(K) Plan | - | 108 | $4,132,067 | $310,635 | $2,876iApproximate average salary by contribution assumption: employee only about $71,906 at 4% or $47,938 at 6%; with 50% employer match about $47,938 at 4% or $31,958 at 6%; with 100% employer match about $35,953 at 4% or $23,969 at 6%. |
| 2009 | 1 | 138 | $3,779,885 | $339,170 | $2,458iApproximate average salary by contribution assumption: employee only about $61,444 at 4% or $40,963 at 6%; with 50% employer match about $40,963 at 4% or $27,308 at 6%; with 100% employer match about $30,722 at 4% or $20,481 at 6%. |
| Phase 2 Company 401(K) Plan | - | 138 | $3,779,885 | $339,170 | $2,458iApproximate average salary by contribution assumption: employee only about $61,444 at 4% or $40,963 at 6%; with 50% employer match about $40,963 at 4% or $27,308 at 6%; with 100% employer match about $30,722 at 4% or $20,481 at 6%. |
| 2008 | 1 | 103 | $3,456,357 | $377,827 | $3,668iApproximate average salary by contribution assumption: employee only about $91,706 at 4% or $61,137 at 6%; with 50% employer match about $61,137 at 4% or $40,758 at 6%; with 100% employer match about $45,853 at 4% or $30,569 at 6%. |
| Phase 2 Company 401(K) Plan | - | 103 | $3,456,357 | $377,827 | $3,668iApproximate average salary by contribution assumption: employee only about $91,706 at 4% or $61,137 at 6%; with 50% employer match about $61,137 at 4% or $40,758 at 6%; with 100% employer match about $45,853 at 4% or $30,569 at 6%. |
| 2007 | 1 | 103 | $4,954,906 | $374,703 | $3,638iApproximate average salary by contribution assumption: employee only about $90,947 at 4% or $60,632 at 6%; with 50% employer match about $60,632 at 4% or $40,421 at 6%; with 100% employer match about $45,474 at 4% or $30,316 at 6%. |
| Phase 2 Company 401(K) Plan | - | 103 | $4,954,906 | $374,703 | $3,638iApproximate average salary by contribution assumption: employee only about $90,947 at 4% or $60,632 at 6%; with 50% employer match about $60,632 at 4% or $40,421 at 6%; with 100% employer match about $45,474 at 4% or $30,316 at 6%. |
| 2006 | 1 | 147 | $4,602,050 | $405,152 | $2,756iApproximate average salary by contribution assumption: employee only about $68,903 at 4% or $45,936 at 6%; with 50% employer match about $45,936 at 4% or $30,624 at 6%; with 100% employer match about $34,452 at 4% or $22,968 at 6%. |
| Phase 2 Company 401(K) Plan | - | 147 | $4,602,050 | $405,152 | $2,756iApproximate average salary by contribution assumption: employee only about $68,903 at 4% or $45,936 at 6%; with 50% employer match about $45,936 at 4% or $30,624 at 6%; with 100% employer match about $34,452 at 4% or $22,968 at 6%. |
| 2005 | 1 | 134 | $3,806,077 | $378,910 | $2,828iApproximate average salary by contribution assumption: employee only about $70,692 at 4% or $47,128 at 6%; with 50% employer match about $47,128 at 4% or $31,419 at 6%; with 100% employer match about $35,346 at 4% or $23,564 at 6%. |
| Phase 2 Company 401(K) Plan | - | 134 | $3,806,077 | $378,910 | $2,828iApproximate average salary by contribution assumption: employee only about $70,692 at 4% or $47,128 at 6%; with 50% employer match about $47,128 at 4% or $31,419 at 6%; with 100% employer match about $35,346 at 4% or $23,564 at 6%. |
| 2004 | 1 | 141 | $3,257,934 | $340,741 | $2,417iApproximate average salary by contribution assumption: employee only about $60,415 at 4% or $40,277 at 6%; with 50% employer match about $40,277 at 4% or $26,851 at 6%; with 100% employer match about $30,208 at 4% or $20,138 at 6%. |
| Phase 2 Company 401(K) Plan | - | 141 | $3,257,934 | $340,741 | $2,417iApproximate average salary by contribution assumption: employee only about $60,415 at 4% or $40,277 at 6%; with 50% employer match about $40,277 at 4% or $26,851 at 6%; with 100% employer match about $30,208 at 4% or $20,138 at 6%. |
| 2003 | 1 | 148 | $2,973,117 | $357,104 | $2,413iApproximate average salary by contribution assumption: employee only about $60,322 at 4% or $40,214 at 6%; with 50% employer match about $40,214 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,107 at 6%. |
| Phase 2 Company 401(K) Plan | - | 148 | $2,973,117 | $357,104 | $2,413iApproximate average salary by contribution assumption: employee only about $60,322 at 4% or $40,214 at 6%; with 50% employer match about $40,214 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,107 at 6%. |
| 2002 | 1 | 123 | $2,202,361 | $368,120 | $2,993iApproximate average salary by contribution assumption: employee only about $74,821 at 4% or $49,881 at 6%; with 50% employer match about $49,881 at 4% or $33,254 at 6%; with 100% employer match about $37,411 at 4% or $24,940 at 6%. |
| Phase 2 Company 401(K) Plan | - | 123 | $2,202,361 | $368,120 | $2,993iApproximate average salary by contribution assumption: employee only about $74,821 at 4% or $49,881 at 6%; with 50% employer match about $49,881 at 4% or $33,254 at 6%; with 100% employer match about $37,411 at 4% or $24,940 at 6%. |
| 2001 | 1 | 111 | $2,460,118 | $400,493 | $3,608iApproximate average salary by contribution assumption: employee only about $90,201 at 4% or $60,134 at 6%; with 50% employer match about $60,134 at 4% or $40,089 at 6%; with 100% employer match about $45,101 at 4% or $30,067 at 6%. |
| Phase 2 Company 401(K) Plan | - | 111 | $2,460,118 | $400,493 | $3,608iApproximate average salary by contribution assumption: employee only about $90,201 at 4% or $60,134 at 6%; with 50% employer match about $60,134 at 4% or $40,089 at 6%; with 100% employer match about $45,101 at 4% or $30,067 at 6%. |
| 2000 | 1 | 104 | $2,423,634 | $411,370 | $3,955iApproximate average salary by contribution assumption: employee only about $98,887 at 4% or $65,925 at 6%; with 50% employer match about $65,925 at 4% or $43,950 at 6%; with 100% employer match about $49,444 at 4% or $32,962 at 6%. |
| Phase 2 Company 401(K) Plan | - | 104 | $2,423,634 | $411,370 | $3,955iApproximate average salary by contribution assumption: employee only about $98,887 at 4% or $65,925 at 6%; with 50% employer match about $65,925 at 4% or $43,950 at 6%; with 100% employer match about $49,444 at 4% or $32,962 at 6%. |