Phoenix Wealth
Plan context: Phoenix Wealth 401(K) Plan
EIN 84-2852855 • Dallas, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$10,359
2025 Contributions
$4,524
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $10,359 | $0 | - |
| Phoenix Wealth 401(K) Plan | - | 6 | $10,359 | $0 | - |
| 2024 | 1 | 7 | $12,205 | $4,524 | $646iApproximate average salary by contribution assumption: employee only about $16,157 at 4% or $10,771 at 6%; with 50% employer match about $10,771 at 4% or $7,181 at 6%; with 100% employer match about $8,079 at 4% or $5,386 at 6%. |
| Phoenix Wealth 401(K) Plan | - | 7 | $12,205 | $4,524 | $646iApproximate average salary by contribution assumption: employee only about $16,157 at 4% or $10,771 at 6%; with 50% employer match about $10,771 at 4% or $7,181 at 6%; with 100% employer match about $8,079 at 4% or $5,386 at 6%. |
| 2023 | 1 | 8 | $7,135 | $0 | - |
| Phoenix Wealth 401(K) Plan | - | 8 | $7,135 | $0 | - |
| 2022 | 1 | 8 | $21,514 | $9,104 | $1,138iApproximate average salary by contribution assumption: employee only about $28,450 at 4% or $18,967 at 6%; with 50% employer match about $18,967 at 4% or $12,644 at 6%; with 100% employer match about $14,225 at 4% or $9,483 at 6%. |
| Phoenix Wealth 401(K) Plan | - | 8 | $21,514 | $9,104 | $1,138iApproximate average salary by contribution assumption: employee only about $28,450 at 4% or $18,967 at 6%; with 50% employer match about $18,967 at 4% or $12,644 at 6%; with 100% employer match about $14,225 at 4% or $9,483 at 6%. |
| 2021 | 1 | 13 | $57,328 | $51,687 | $3,976iApproximate average salary by contribution assumption: employee only about $99,398 at 4% or $66,265 at 6%; with 50% employer match about $66,265 at 4% or $44,177 at 6%; with 100% employer match about $49,699 at 4% or $33,133 at 6%. |
| Phoenix Wealth 401(K) Plan | - | 13 | $57,328 | $51,687 | $3,976iApproximate average salary by contribution assumption: employee only about $99,398 at 4% or $66,265 at 6%; with 50% employer match about $66,265 at 4% or $44,177 at 6%; with 100% employer match about $49,699 at 4% or $33,133 at 6%. |
| 2020 | 1 | 2 | $2,243 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Phoenix Wealth 401(K) Plan | - | 2 | $2,243 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |