Civic Intelligence

Phillips & Company

Plan context: Phillips & Company 401K Salary Reduction Plan & Trust

EIN 93-1075369 • Portland, OR • 15 filings • 5 plans

1300 SW 5th Ave., Ste 2100Portland, OR 97201
Current Snapshot

Latest Year

2013

2013 Participants

47

2013 Assets

$3,240,625

2013 Contributions

$129,081

Historical Graphs

Total Assets Over Time

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

$3,240,625$1,620,313$0199920062013YearValue
$3,240,625Latest year 2013

Participants Over Time

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

57290199920062013YearValue
47Latest year 2013

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
2013147$3,240,625$129,081$2,746iApproximate average salary by contribution assumption: employee only about $68,660 at 4% or $45,773 at 6%; with 50% employer match about $45,773 at 4% or $30,516 at 6%; with 100% employer match about $34,330 at 4% or $22,887 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-47$3,240,625$129,081$2,746iApproximate average salary by contribution assumption: employee only about $68,660 at 4% or $45,773 at 6%; with 50% employer match about $45,773 at 4% or $30,516 at 6%; with 100% employer match about $34,330 at 4% or $22,887 at 6%.
2012149$2,766,034$137,714$2,810iApproximate average salary by contribution assumption: employee only about $70,262 at 4% or $46,841 at 6%; with 50% employer match about $46,841 at 4% or $31,228 at 6%; with 100% employer match about $35,131 at 4% or $23,421 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-49$2,766,034$137,714$2,810iApproximate average salary by contribution assumption: employee only about $70,262 at 4% or $46,841 at 6%; with 50% employer match about $46,841 at 4% or $31,228 at 6%; with 100% employer match about $35,131 at 4% or $23,421 at 6%.
2011110$2,874,906$188,824$18,882iApproximate average salary by contribution assumption: employee only about $472,060 at 4% or $314,707 at 6%; with 50% employer match about $314,707 at 4% or $209,804 at 6%; with 100% employer match about $236,030 at 4% or $157,353 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-10$2,874,906$188,824$18,882iApproximate average salary by contribution assumption: employee only about $472,060 at 4% or $314,707 at 6%; with 50% employer match about $314,707 at 4% or $209,804 at 6%; with 100% employer match about $236,030 at 4% or $157,353 at 6%.
2010157$3,120,985$192,304$3,374iApproximate average salary by contribution assumption: employee only about $84,344 at 4% or $56,229 at 6%; with 50% employer match about $56,229 at 4% or $37,486 at 6%; with 100% employer match about $42,172 at 4% or $28,115 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-57$3,120,985$192,304$3,374iApproximate average salary by contribution assumption: employee only about $84,344 at 4% or $56,229 at 6%; with 50% employer match about $56,229 at 4% or $37,486 at 6%; with 100% employer match about $42,172 at 4% or $28,115 at 6%.
2009155$2,915,844$254,865$4,634iApproximate average salary by contribution assumption: employee only about $115,848 at 4% or $77,232 at 6%; with 50% employer match about $77,232 at 4% or $51,488 at 6%; with 100% employer match about $57,924 at 4% or $38,616 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-55$2,915,844$254,865$4,634iApproximate average salary by contribution assumption: employee only about $115,848 at 4% or $77,232 at 6%; with 50% employer match about $77,232 at 4% or $51,488 at 6%; with 100% employer match about $57,924 at 4% or $38,616 at 6%.
2008133$0$0-
Phillips & Company 401K Salary Reduction Plan & Trust-33---
2007140$0$0-
Phillips & Company 401K Salary Reduction Plan & Trust-40---
2006139$2,816,753$426,490$10,936iApproximate average salary by contribution assumption: employee only about $273,391 at 4% or $182,261 at 6%; with 50% employer match about $182,261 at 4% or $121,507 at 6%; with 100% employer match about $136,696 at 4% or $91,130 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-39$2,816,753$426,490$10,936iApproximate average salary by contribution assumption: employee only about $273,391 at 4% or $182,261 at 6%; with 50% employer match about $182,261 at 4% or $121,507 at 6%; with 100% employer match about $136,696 at 4% or $91,130 at 6%.
2005132$2,085,342$319,847$9,995iApproximate average salary by contribution assumption: employee only about $249,880 at 4% or $166,587 at 6%; with 50% employer match about $166,587 at 4% or $111,058 at 6%; with 100% employer match about $124,940 at 4% or $83,293 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-32$2,085,342$319,847$9,995iApproximate average salary by contribution assumption: employee only about $249,880 at 4% or $166,587 at 6%; with 50% employer match about $166,587 at 4% or $111,058 at 6%; with 100% employer match about $124,940 at 4% or $83,293 at 6%.
2004132$1,688,044$291,507$9,110iApproximate average salary by contribution assumption: employee only about $227,740 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,913 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-32$1,688,044$291,507$9,110iApproximate average salary by contribution assumption: employee only about $227,740 at 4% or $151,827 at 6%; with 50% employer match about $151,827 at 4% or $101,218 at 6%; with 100% employer match about $113,870 at 4% or $75,913 at 6%.
2003136$1,249,525$246,264$6,841iApproximate average salary by contribution assumption: employee only about $171,017 at 4% or $114,011 at 6%; with 50% employer match about $114,011 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,006 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-36$1,249,525$246,264$6,841iApproximate average salary by contribution assumption: employee only about $171,017 at 4% or $114,011 at 6%; with 50% employer match about $114,011 at 4% or $76,007 at 6%; with 100% employer match about $85,508 at 4% or $57,006 at 6%.
2002144$860,242$251,033$5,705iApproximate average salary by contribution assumption: employee only about $142,632 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-44$860,242$251,033$5,705iApproximate average salary by contribution assumption: employee only about $142,632 at 4% or $95,088 at 6%; with 50% employer match about $95,088 at 4% or $63,392 at 6%; with 100% employer match about $71,316 at 4% or $47,544 at 6%.
2001149$0$0-
Phillips & Company 401K Salary Reduction Plan & Trust-49---
2000151$1,000,638$399,459$7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,907 at 4% or $65,271 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-51$1,000,638$399,459$7,833iApproximate average salary by contribution assumption: employee only about $195,813 at 4% or $130,542 at 6%; with 50% employer match about $130,542 at 4% or $87,028 at 6%; with 100% employer match about $97,907 at 4% or $65,271 at 6%.
1999134$752,930$247,928$7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.
Phillips & Company 401K Salary Reduction Plan & Trust-34$752,930$247,928$7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.