The Phoenix Symphony Association Inc.
Plan context: The Phoenix Symphony Basic Staff Retirement Plan
EIN 86-6000134 • Phoenix, AZ • 40 filings • 9 plans
Current Snapshot
Latest Year
2022
2022 Participants
25
2022 Assets
$554,552
2022 Contributions
$77,605
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 25 | $554,552 | $77,605 | $3,104iApproximate average salary by contribution assumption: employee only about $77,605 at 4% or $51,737 at 6%; with 50% employer match about $51,737 at 4% or $34,491 at 6%; with 100% employer match about $38,803 at 4% or $25,868 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 25 | $554,552 | $77,605 | $3,104iApproximate average salary by contribution assumption: employee only about $77,605 at 4% or $51,737 at 6%; with 50% employer match about $51,737 at 4% or $34,491 at 6%; with 100% employer match about $38,803 at 4% or $25,868 at 6%. |
| 2021 | 1 | 26 | $422,474 | $43,267 | $1,664iApproximate average salary by contribution assumption: employee only about $41,603 at 4% or $27,735 at 6%; with 50% employer match about $27,735 at 4% or $18,490 at 6%; with 100% employer match about $20,801 at 4% or $13,868 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 26 | $422,474 | $43,267 | $1,664iApproximate average salary by contribution assumption: employee only about $41,603 at 4% or $27,735 at 6%; with 50% employer match about $27,735 at 4% or $18,490 at 6%; with 100% employer match about $20,801 at 4% or $13,868 at 6%. |
| 2020 | 1 | 24 | $487,926 | $54,776 | $2,282iApproximate average salary by contribution assumption: employee only about $57,058 at 4% or $38,039 at 6%; with 50% employer match about $38,039 at 4% or $25,359 at 6%; with 100% employer match about $28,529 at 4% or $19,019 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 24 | $487,926 | $54,776 | $2,282iApproximate average salary by contribution assumption: employee only about $57,058 at 4% or $38,039 at 6%; with 50% employer match about $38,039 at 4% or $25,359 at 6%; with 100% employer match about $28,529 at 4% or $19,019 at 6%. |
| 2019 | 1 | 26 | $410,703 | $88,060 | $3,387iApproximate average salary by contribution assumption: employee only about $84,673 at 4% or $56,449 at 6%; with 50% employer match about $56,449 at 4% or $37,632 at 6%; with 100% employer match about $42,337 at 4% or $28,224 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 26 | $410,703 | $88,060 | $3,387iApproximate average salary by contribution assumption: employee only about $84,673 at 4% or $56,449 at 6%; with 50% employer match about $56,449 at 4% or $37,632 at 6%; with 100% employer match about $42,337 at 4% or $28,224 at 6%. |
| 2018 | 1 | 33 | $661,323 | $133,943 | $4,059iApproximate average salary by contribution assumption: employee only about $101,472 at 4% or $67,648 at 6%; with 50% employer match about $67,648 at 4% or $45,099 at 6%; with 100% employer match about $50,736 at 4% or $33,824 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 33 | $661,323 | $133,943 | $4,059iApproximate average salary by contribution assumption: employee only about $101,472 at 4% or $67,648 at 6%; with 50% employer match about $67,648 at 4% or $45,099 at 6%; with 100% employer match about $50,736 at 4% or $33,824 at 6%. |
| 2017 | 1 | 31 | $531,311 | $111,518 | $3,597iApproximate average salary by contribution assumption: employee only about $89,934 at 4% or $59,956 at 6%; with 50% employer match about $59,956 at 4% or $39,971 at 6%; with 100% employer match about $44,967 at 4% or $29,978 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 31 | $531,311 | $111,518 | $3,597iApproximate average salary by contribution assumption: employee only about $89,934 at 4% or $59,956 at 6%; with 50% employer match about $59,956 at 4% or $39,971 at 6%; with 100% employer match about $44,967 at 4% or $29,978 at 6%. |
| 2016 | 1 | 27 | $375,271 | $89,413 | $3,312iApproximate average salary by contribution assumption: employee only about $82,790 at 4% or $55,193 at 6%; with 50% employer match about $55,193 at 4% or $36,795 at 6%; with 100% employer match about $41,395 at 4% or $27,597 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 27 | $375,271 | $89,413 | $3,312iApproximate average salary by contribution assumption: employee only about $82,790 at 4% or $55,193 at 6%; with 50% employer match about $55,193 at 4% or $36,795 at 6%; with 100% employer match about $41,395 at 4% or $27,597 at 6%. |
| 2015 | 1 | 22 | $319,485 | $81,582 | $3,708iApproximate average salary by contribution assumption: employee only about $92,707 at 4% or $61,805 at 6%; with 50% employer match about $61,805 at 4% or $41,203 at 6%; with 100% employer match about $46,353 at 4% or $30,902 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 22 | $319,485 | $81,582 | $3,708iApproximate average salary by contribution assumption: employee only about $92,707 at 4% or $61,805 at 6%; with 50% employer match about $61,805 at 4% or $41,203 at 6%; with 100% employer match about $46,353 at 4% or $30,902 at 6%. |
| 2014 | 1 | 33 | $390,811 | $98,420 | $2,982iApproximate average salary by contribution assumption: employee only about $74,561 at 4% or $49,707 at 6%; with 50% employer match about $49,707 at 4% or $33,138 at 6%; with 100% employer match about $37,280 at 4% or $24,854 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 33 | $390,811 | $98,420 | $2,982iApproximate average salary by contribution assumption: employee only about $74,561 at 4% or $49,707 at 6%; with 50% employer match about $49,707 at 4% or $33,138 at 6%; with 100% employer match about $37,280 at 4% or $24,854 at 6%. |
| 2013 | 1 | 42 | $472,431 | $78,674 | $1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 42 | $472,431 | $78,674 | $1,873iApproximate average salary by contribution assumption: employee only about $46,830 at 4% or $31,220 at 6%; with 50% employer match about $31,220 at 4% or $20,813 at 6%; with 100% employer match about $23,415 at 4% or $15,610 at 6%. |
| 2012 | 1 | 43 | $340,413 | $57,599 | $1,340iApproximate average salary by contribution assumption: employee only about $33,488 at 4% or $22,325 at 6%; with 50% employer match about $22,325 at 4% or $14,883 at 6%; with 100% employer match about $16,744 at 4% or $11,163 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 43 | $340,413 | $57,599 | $1,340iApproximate average salary by contribution assumption: employee only about $33,488 at 4% or $22,325 at 6%; with 50% employer match about $22,325 at 4% or $14,883 at 6%; with 100% employer match about $16,744 at 4% or $11,163 at 6%. |
| 2011 | 1 | 37 | $290,134 | $50,596 | $1,367iApproximate average salary by contribution assumption: employee only about $34,186 at 4% or $22,791 at 6%; with 50% employer match about $22,791 at 4% or $15,194 at 6%; with 100% employer match about $17,093 at 4% or $11,395 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 37 | $290,134 | $50,596 | $1,367iApproximate average salary by contribution assumption: employee only about $34,186 at 4% or $22,791 at 6%; with 50% employer match about $22,791 at 4% or $15,194 at 6%; with 100% employer match about $17,093 at 4% or $11,395 at 6%. |
| 2010 | 1 | 30 | $288,241 | $47,940 | $1,598iApproximate average salary by contribution assumption: employee only about $39,950 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,756 at 6%; with 100% employer match about $19,975 at 4% or $13,317 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 30 | $288,241 | $47,940 | $1,598iApproximate average salary by contribution assumption: employee only about $39,950 at 4% or $26,633 at 6%; with 50% employer match about $26,633 at 4% or $17,756 at 6%; with 100% employer match about $19,975 at 4% or $13,317 at 6%. |
| 2009 | 1 | 51 | $329,531 | $61,406 | $1,204iApproximate average salary by contribution assumption: employee only about $30,101 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,034 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 51 | $329,531 | $61,406 | $1,204iApproximate average salary by contribution assumption: employee only about $30,101 at 4% or $20,067 at 6%; with 50% employer match about $20,067 at 4% or $13,378 at 6%; with 100% employer match about $15,050 at 4% or $10,034 at 6%. |
| 2008 | 1 | 25 | $0 | $0 | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 25 | - | - | - |
| 2007 | 1 | 25 | $0 | $0 | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 25 | - | - | - |
| 2006 | 2 | 19 | $0 | $10,722 | $564iApproximate average salary by contribution assumption: employee only about $14,108 at 4% or $9,405 at 6%; with 50% employer match about $9,405 at 4% or $6,270 at 6%; with 100% employer match about $7,054 at 4% or $4,703 at 6%. |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 0 | - | $10,722 | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 19 | - | - | - |
| 2005 | 2 | 76 | $0 | $0 | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 32 | - | - | - |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 76 | - | - | - |
| 2004 | 2 | 76 | $1,454,567 | $84,945 | $1,118iApproximate average salary by contribution assumption: employee only about $27,942 at 4% or $18,628 at 6%; with 50% employer match about $18,628 at 4% or $12,419 at 6%; with 100% employer match about $13,971 at 4% or $9,314 at 6%. |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 76 | $1,296,905 | $64,353 | $847iApproximate average salary by contribution assumption: employee only about $21,169 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,408 at 6%; with 100% employer match about $10,584 at 4% or $7,056 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 22 | $157,662 | $20,592 | $936iApproximate average salary by contribution assumption: employee only about $23,400 at 4% or $15,600 at 6%; with 50% employer match about $15,600 at 4% or $10,400 at 6%; with 100% employer match about $11,700 at 4% or $7,800 at 6%. |
| 2003 | 2 | 76 | $1,243,968 | $181,294 | $2,385iApproximate average salary by contribution assumption: employee only about $59,636 at 4% or $39,757 at 6%; with 50% employer match about $39,757 at 4% or $26,505 at 6%; with 100% employer match about $29,818 at 4% or $19,879 at 6%. |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 76 | $1,117,039 | $163,936 | $2,157iApproximate average salary by contribution assumption: employee only about $53,926 at 4% or $35,951 at 6%; with 50% employer match about $35,951 at 4% or $23,967 at 6%; with 100% employer match about $26,963 at 4% or $17,975 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 15 | $126,929 | $17,358 | $1,157iApproximate average salary by contribution assumption: employee only about $28,930 at 4% or $19,287 at 6%; with 50% employer match about $19,287 at 4% or $12,858 at 6%; with 100% employer match about $14,465 at 4% or $9,643 at 6%. |
| 2002 | 2 | 73 | $0 | $0 | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 13 | - | - | - |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 73 | - | - | - |
| 2001 | 5 | 102 | $0 | $0 | - |
| The Phoenix Symphony Association Inc. Group Life & Disability Plan | - | 0 | - | - | - |
| The Phoenix Symphony Association Inc. Group Medical Plan | - | 102 | - | - | - |
| The Phoenix Symphony Association Inc. Group Dental Plan | - | 0 | - | - | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 28 | - | - | - |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 77 | - | - | - |
| 2000 | 5 | 102 | $0 | $0 | - |
| The Phoenix Symphony Association Inc. Group Dental Plan | - | 102 | - | - | - |
| The Phoenix Symphony Association Inc. Group Medical Plan | - | 100 | - | - | - |
| The Phoenix Symphony Association Inc. Group Life & Disability Plan | - | 102 | - | - | - |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 20 | - | - | - |
| THE PHOENIX SYMPHONY MUSICIANS 401K PROFIT SHARING PLAN | - | 74 | - | - | - |
| 1999 | 4 | 100 | $101,803 | $43,058 | $431iApproximate average salary by contribution assumption: employee only about $10,765 at 4% or $7,176 at 6%; with 50% employer match about $7,176 at 4% or $4,784 at 6%; with 100% employer match about $5,382 at 4% or $3,588 at 6%. |
| The Phoenix Symphony Basic Staff Retirement Plan | - | 23 | $101,803 | $43,058 | $1,872iApproximate average salary by contribution assumption: employee only about $46,802 at 4% or $31,201 at 6%; with 50% employer match about $31,201 at 4% or $20,801 at 6%; with 100% employer match about $23,401 at 4% or $15,601 at 6%. |
| The Phoenix Symphony Association Inc. Group Dental Plan | - | 100 | - | - | - |
| The Phoenix Symphony Association Inc. Group Medical Plan | - | 100 | - | - | - |
| The Phoenix Symphony Association Inc. Group Life & Disability Plan | - | 100 | - | - | - |