Civic Intelligence

Philip Benson Financial Services

Plan context: Philip Benson Financial Services Retirement Plan

EIN 91-1766041 • 11 filings • 1 plans

Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$662,321

2017 Contributions

$63,688

Historical Graphs

Total Assets Over Time

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

$662,321$331,161$0200820122016YearValue
$662,321Latest year 2016

Participants Over Time

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

210200720122016YearValue
2Latest year 2016

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
201710$0$0-
Philip Benson Financial Services Retirement Plan-0---
201612$662,321$63,688$31,844iApproximate average salary by contribution assumption: employee only about $796,100 at 4% or $530,733 at 6%; with 50% employer match about $530,733 at 4% or $353,822 at 6%; with 100% employer match about $398,050 at 4% or $265,367 at 6%.
Philip Benson Financial Services Retirement Plan-2$662,321$63,688$31,844iApproximate average salary by contribution assumption: employee only about $796,100 at 4% or $530,733 at 6%; with 50% employer match about $530,733 at 4% or $353,822 at 6%; with 100% employer match about $398,050 at 4% or $265,367 at 6%.
201512$566,550$61,980$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.
Philip Benson Financial Services Retirement Plan-2$566,550$61,980$30,990iApproximate average salary by contribution assumption: employee only about $774,750 at 4% or $516,500 at 6%; with 50% employer match about $516,500 at 4% or $344,333 at 6%; with 100% employer match about $387,375 at 4% or $258,250 at 6%.
201411$504,571$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
Philip Benson Financial Services Retirement Plan-1$504,571$57,500$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201311$427,965$56,520$56,520iApproximate average salary by contribution assumption: employee only about $1,413,000 at 4% or $942,000 at 6%; with 50% employer match about $942,000 at 4% or $628,000 at 6%; with 100% employer match about $706,500 at 4% or $471,000 at 6%.
Philip Benson Financial Services Retirement Plan-1$427,965$56,520$56,520iApproximate average salary by contribution assumption: employee only about $1,413,000 at 4% or $942,000 at 6%; with 50% employer match about $942,000 at 4% or $628,000 at 6%; with 100% employer match about $706,500 at 4% or $471,000 at 6%.
201212$329,323$56,340$28,170iApproximate average salary by contribution assumption: employee only about $704,250 at 4% or $469,500 at 6%; with 50% employer match about $469,500 at 4% or $313,000 at 6%; with 100% employer match about $352,125 at 4% or $234,750 at 6%.
Philip Benson Financial Services Retirement Plan-2$329,323$56,340$28,170iApproximate average salary by contribution assumption: employee only about $704,250 at 4% or $469,500 at 6%; with 50% employer match about $469,500 at 4% or $313,000 at 6%; with 100% employer match about $352,125 at 4% or $234,750 at 6%.
201112$248,455$55,699$27,850iApproximate average salary by contribution assumption: employee only about $696,238 at 4% or $464,158 at 6%; with 50% employer match about $464,158 at 4% or $309,439 at 6%; with 100% employer match about $348,119 at 4% or $232,079 at 6%.
Philip Benson Financial Services Retirement Plan-2$248,455$55,699$27,850iApproximate average salary by contribution assumption: employee only about $696,238 at 4% or $464,158 at 6%; with 50% employer match about $464,158 at 4% or $309,439 at 6%; with 100% employer match about $348,119 at 4% or $232,079 at 6%.
201011$190,371$48,974$48,974iApproximate average salary by contribution assumption: employee only about $1,224,350 at 4% or $816,233 at 6%; with 50% employer match about $816,233 at 4% or $544,156 at 6%; with 100% employer match about $612,175 at 4% or $408,117 at 6%.
Philip Benson Financial Services Retirement Plan-1$190,371$48,974$48,974iApproximate average salary by contribution assumption: employee only about $1,224,350 at 4% or $816,233 at 6%; with 50% employer match about $816,233 at 4% or $544,156 at 6%; with 100% employer match about $612,175 at 4% or $408,117 at 6%.
200911$128,439$38,115$38,115iApproximate average salary by contribution assumption: employee only about $952,875 at 4% or $635,250 at 6%; with 50% employer match about $635,250 at 4% or $423,500 at 6%; with 100% employer match about $476,438 at 4% or $317,625 at 6%.
Philip Benson Financial Services Retirement Plan-1$128,439$38,115$38,115iApproximate average salary by contribution assumption: employee only about $952,875 at 4% or $635,250 at 6%; with 50% employer match about $635,250 at 4% or $423,500 at 6%; with 100% employer match about $476,438 at 4% or $317,625 at 6%.
200812$72,402$11,811$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
Philip Benson Financial Services Retirement Plan-2$72,402$11,811$5,906iApproximate average salary by contribution assumption: employee only about $147,638 at 4% or $98,425 at 6%; with 50% employer match about $98,425 at 4% or $65,617 at 6%; with 100% employer match about $73,819 at 4% or $49,213 at 6%.
200712$0$0-
Philip Benson Financial Services Retirement Plan-2---