Phillips Wealth Planners
Plan context: Phillips Wealth Planners 401(K) Profit Sharing Plan
EIN 92-0274409 • Starkville, MS • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$3,757,171
2025 Contributions
$170,898
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $3,757,171 | $170,898 | $24,414iApproximate average salary by contribution assumption: employee only about $610,350 at 4% or $406,900 at 6%; with 50% employer match about $406,900 at 4% or $271,267 at 6%; with 100% employer match about $305,175 at 4% or $203,450 at 6%. |
| Phillips Wealth Planners 401(K) Profit Sharing Plan | - | 7 | $3,757,171 | $170,898 | $24,414iApproximate average salary by contribution assumption: employee only about $610,350 at 4% or $406,900 at 6%; with 50% employer match about $406,900 at 4% or $271,267 at 6%; with 100% employer match about $305,175 at 4% or $203,450 at 6%. |
| 2024 | 1 | 6 | $3,108,907 | $164,597 | $27,433iApproximate average salary by contribution assumption: employee only about $685,821 at 4% or $457,214 at 6%; with 50% employer match about $457,214 at 4% or $304,809 at 6%; with 100% employer match about $342,910 at 4% or $228,607 at 6%. |
| Phillips Wealth Planners 401(K) Profit Sharing Plan | - | 6 | $3,108,907 | $164,597 | $27,433iApproximate average salary by contribution assumption: employee only about $685,821 at 4% or $457,214 at 6%; with 50% employer match about $457,214 at 4% or $304,809 at 6%; with 100% employer match about $342,910 at 4% or $228,607 at 6%. |