Phoenix Technologies Inc.
Plan context: Phoenix Employees Retirement Trust
EIN 85-4052519 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
58
2024 Assets
$30,423,726
2024 Contributions
$1,092,192
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 | 58 | $30,423,726 | $1,092,192 | $18,831iApproximate average salary by contribution assumption: employee only about $470,772 at 4% or $313,848 at 6%; with 50% employer match about $313,848 at 4% or $209,232 at 6%; with 100% employer match about $235,386 at 4% or $156,924 at 6%. |
| Phoenix Employees Retirement Trust | - | 58 | $30,423,726 | $1,092,192 | $18,831iApproximate average salary by contribution assumption: employee only about $470,772 at 4% or $313,848 at 6%; with 50% employer match about $313,848 at 4% or $209,232 at 6%; with 100% employer match about $235,386 at 4% or $156,924 at 6%. |
| 2023 | 1 | 70 | $25,869,748 | $795,411 | $11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,384 at 6%; with 50% employer match about $189,384 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%. |
| Phoenix Employees Retirement Trust | - | 70 | $25,869,748 | $795,411 | $11,363iApproximate average salary by contribution assumption: employee only about $284,075 at 4% or $189,384 at 6%; with 50% employer match about $189,384 at 4% or $126,256 at 6%; with 100% employer match about $142,038 at 4% or $94,692 at 6%. |
| 2022 | 1 | 47 | $22,959,128 | $751,042 | $15,980iApproximate average salary by contribution assumption: employee only about $399,490 at 4% or $266,327 at 6%; with 50% employer match about $266,327 at 4% or $177,551 at 6%; with 100% employer match about $199,745 at 4% or $133,163 at 6%. |
| Phoenix Employees Retirement Trust | - | 47 | $22,959,128 | $751,042 | $15,980iApproximate average salary by contribution assumption: employee only about $399,490 at 4% or $266,327 at 6%; with 50% employer match about $266,327 at 4% or $177,551 at 6%; with 100% employer match about $199,745 at 4% or $133,163 at 6%. |
| 2021 | 1 | 41 | $31,553,519 | $537,191 | $13,102iApproximate average salary by contribution assumption: employee only about $327,555 at 4% or $218,370 at 6%; with 50% employer match about $218,370 at 4% or $145,580 at 6%; with 100% employer match about $163,778 at 4% or $109,185 at 6%. |
| Phoenix Employees Retirement Trust | - | 41 | $31,553,519 | $537,191 | $13,102iApproximate average salary by contribution assumption: employee only about $327,555 at 4% or $218,370 at 6%; with 50% employer match about $218,370 at 4% or $145,580 at 6%; with 100% employer match about $163,778 at 4% or $109,185 at 6%. |