Phoenix America Ltd
Plan context: Phoenix America Ltd Retirement Plan
EIN 87-2384133 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$200,000
2024 Contributions
$80,000
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 | 2 | $200,000 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Phoenix America Ltd Retirement Plan | - | 2 | $200,000 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2023 | 1 | 2 | $300,000 | $0 | - |
| Phoenix America Ltd Retirement Plan | - | 2 | $300,000 | - | - |
| 2022 | 1 | 1 | $300,000 | $0 | - |
| Phoenix America Ltd Retirement Plan | - | 1 | $300,000 | - | - |
| 2021 | 1 | 1 | $95,000 | $360,001 | $360,001iApproximate average salary by contribution assumption: employee only about $9,000,025 at 4% or $6,000,017 at 6%; with 50% employer match about $6,000,017 at 4% or $4,000,011 at 6%; with 100% employer match about $4,500,013 at 4% or $3,000,008 at 6%. |
| Phoenix America Ltd Retirement Plan | - | 1 | $95,000 | $360,001 | $360,001iApproximate average salary by contribution assumption: employee only about $9,000,025 at 4% or $6,000,017 at 6%; with 50% employer match about $6,000,017 at 4% or $4,000,011 at 6%; with 100% employer match about $4,500,013 at 4% or $3,000,008 at 6%. |