Civic Intelligence

Phoenix Management Solutions LLC

Plan context: Phoenix Management Solutions LLC 401K Profit Sharing Plan & T

EIN 84-4250550 • San Antonio, TX • 8 filings • 2 plans

2714 N Loop 1604 ESuite 202San Antonio, TX 78232
Current Snapshot

Latest Year

2024

2024 Participants

207

2024 Assets

$12,568,266

2024 Contributions

$1,666,376

Historical Graphs

Total Assets Over Time

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

$12,568,266$6,284,133$0201920222024YearValue
$12,568,266Latest year 2024

Participants Over Time

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

2071040201920222024YearValue
207Latest 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
20242207$12,568,266$1,666,376$8,050iApproximate average salary by contribution assumption: employee only about $201,253 at 4% or $134,169 at 6%; with 50% employer match about $134,169 at 4% or $89,446 at 6%; with 100% employer match about $100,627 at 4% or $67,084 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-199$12,568,266$1,666,376$8,374iApproximate average salary by contribution assumption: employee only about $209,344 at 4% or $139,562 at 6%; with 50% employer match about $139,562 at 4% or $93,042 at 6%; with 100% employer match about $104,672 at 4% or $69,781 at 6%.
Phoenix Management Solutions LLC Wrap Plan-207---
20232195$8,355,671$975,578$5,003iApproximate average salary by contribution assumption: employee only about $125,074 at 4% or $83,383 at 6%; with 50% employer match about $83,383 at 4% or $55,588 at 6%; with 100% employer match about $62,537 at 4% or $41,691 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-187$8,355,671$975,578$5,217iApproximate average salary by contribution assumption: employee only about $130,425 at 4% or $86,950 at 6%; with 50% employer match about $86,950 at 4% or $57,967 at 6%; with 100% employer match about $65,212 at 4% or $43,475 at 6%.
Phoenix Management Solutions LLC Wrap Plan-195---
20221117$8,666,951$830,705$7,100iApproximate average salary by contribution assumption: employee only about $177,501 at 4% or $118,334 at 6%; with 50% employer match about $118,334 at 4% or $78,889 at 6%; with 100% employer match about $88,751 at 4% or $59,167 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-117$8,666,951$830,705$7,100iApproximate average salary by contribution assumption: employee only about $177,501 at 4% or $118,334 at 6%; with 50% employer match about $118,334 at 4% or $78,889 at 6%; with 100% employer match about $88,751 at 4% or $59,167 at 6%.
20211105$7,985,985$480,984$4,581iApproximate average salary by contribution assumption: employee only about $114,520 at 4% or $76,347 at 6%; with 50% employer match about $76,347 at 4% or $50,898 at 6%; with 100% employer match about $57,260 at 4% or $38,173 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-105$7,985,985$480,984$4,581iApproximate average salary by contribution assumption: employee only about $114,520 at 4% or $76,347 at 6%; with 50% employer match about $76,347 at 4% or $50,898 at 6%; with 100% employer match about $57,260 at 4% or $38,173 at 6%.
2020199$6,817,408$509,664$5,148iApproximate average salary by contribution assumption: employee only about $128,703 at 4% or $85,802 at 6%; with 50% employer match about $85,802 at 4% or $57,201 at 6%; with 100% employer match about $64,352 at 4% or $42,901 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-99$6,817,408$509,664$5,148iApproximate average salary by contribution assumption: employee only about $128,703 at 4% or $85,802 at 6%; with 50% employer match about $85,802 at 4% or $57,201 at 6%; with 100% employer match about $64,352 at 4% or $42,901 at 6%.
20191103$5,960,047$575,873$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.
Phoenix Management Solutions LLC 401K Profit Sharing Plan & T-103$5,960,047$575,873$5,591iApproximate average salary by contribution assumption: employee only about $139,775 at 4% or $93,183 at 6%; with 50% employer match about $93,183 at 4% or $62,122 at 6%; with 100% employer match about $69,888 at 4% or $46,592 at 6%.