Daniel S. Phillips, D.M.D. PC.
Plan context: DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN
EIN 93-1179211 • Aloha, OR • 38 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
8
2023 Assets
$2,650,647
2023 Contributions
$128,096
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2022 | 1 | 8 | $2,650,647 | $128,096 | $16,012iApproximate average salary by contribution assumption: employee only about $400,300 at 4% or $266,867 at 6%; with 50% employer match about $266,867 at 4% or $177,911 at 6%; with 100% employer match about $200,150 at 4% or $133,433 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 8 | $2,650,647 | $128,096 | $16,012iApproximate average salary by contribution assumption: employee only about $400,300 at 4% or $266,867 at 6%; with 50% employer match about $266,867 at 4% or $177,911 at 6%; with 100% employer match about $200,150 at 4% or $133,433 at 6%. |
| 2021 | 1 | 10 | $3,059,216 | $123,426 | $12,343iApproximate average salary by contribution assumption: employee only about $308,565 at 4% or $205,710 at 6%; with 50% employer match about $205,710 at 4% or $137,140 at 6%; with 100% employer match about $154,283 at 4% or $102,855 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 10 | $3,059,216 | $123,426 | $12,343iApproximate average salary by contribution assumption: employee only about $308,565 at 4% or $205,710 at 6%; with 50% employer match about $205,710 at 4% or $137,140 at 6%; with 100% employer match about $154,283 at 4% or $102,855 at 6%. |
| 2020 | 1 | 11 | $2,669,683 | $130,347 | $11,850iApproximate average salary by contribution assumption: employee only about $296,243 at 4% or $197,495 at 6%; with 50% employer match about $197,495 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 11 | $2,669,683 | $130,347 | $11,850iApproximate average salary by contribution assumption: employee only about $296,243 at 4% or $197,495 at 6%; with 50% employer match about $197,495 at 4% or $131,664 at 6%; with 100% employer match about $148,122 at 4% or $98,748 at 6%. |
| 2019 | 1 | 12 | $2,215,656 | $119,334 | $9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 12 | $2,215,656 | $119,334 | $9,945iApproximate average salary by contribution assumption: employee only about $248,613 at 4% or $165,742 at 6%; with 50% employer match about $165,742 at 4% or $110,494 at 6%; with 100% employer match about $124,306 at 4% or $82,871 at 6%. |
| 2018 | 1 | 16 | $1,824,802 | $129,712 | $8,107iApproximate average salary by contribution assumption: employee only about $202,675 at 4% or $135,117 at 6%; with 50% employer match about $135,117 at 4% or $90,078 at 6%; with 100% employer match about $101,338 at 4% or $67,558 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 16 | $1,824,802 | $129,712 | $8,107iApproximate average salary by contribution assumption: employee only about $202,675 at 4% or $135,117 at 6%; with 50% employer match about $135,117 at 4% or $90,078 at 6%; with 100% employer match about $101,338 at 4% or $67,558 at 6%. |
| 2017 | 1 | 15 | $1,868,370 | $132,292 | $8,819iApproximate average salary by contribution assumption: employee only about $220,487 at 4% or $146,991 at 6%; with 50% employer match about $146,991 at 4% or $97,994 at 6%; with 100% employer match about $110,243 at 4% or $73,496 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 15 | $1,868,370 | $132,292 | $8,819iApproximate average salary by contribution assumption: employee only about $220,487 at 4% or $146,991 at 6%; with 50% employer match about $146,991 at 4% or $97,994 at 6%; with 100% employer match about $110,243 at 4% or $73,496 at 6%. |
| 2016 | 2 | 15 | $1,514,259 | $126,414 | $8,428iApproximate average salary by contribution assumption: employee only about $210,690 at 4% or $140,460 at 6%; with 50% employer match about $140,460 at 4% or $93,640 at 6%; with 100% employer match about $105,345 at 4% or $70,230 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 15 | $1,514,259 | $122,414 | $8,161iApproximate average salary by contribution assumption: employee only about $204,023 at 4% or $136,016 at 6%; with 50% employer match about $136,016 at 4% or $90,677 at 6%; with 100% employer match about $102,012 at 4% or $68,008 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 0 | $0 | $4,000 | - |
| 2015 | 2 | 13 | $1,300,952 | $111,680 | $8,591iApproximate average salary by contribution assumption: employee only about $214,769 at 4% or $143,179 at 6%; with 50% employer match about $143,179 at 4% or $95,453 at 6%; with 100% employer match about $107,385 at 4% or $71,590 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 13 | $1,300,952 | $109,640 | $8,434iApproximate average salary by contribution assumption: employee only about $210,846 at 4% or $140,564 at 6%; with 50% employer match about $140,564 at 4% or $93,709 at 6%; with 100% employer match about $105,423 at 4% or $70,282 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 0 | $0 | $2,040 | - |
| 2014 | 2 | 7 | $1,256,971 | $107,195 | $15,314iApproximate average salary by contribution assumption: employee only about $382,839 at 4% or $255,226 at 6%; with 50% employer match about $255,226 at 4% or $170,151 at 6%; with 100% employer match about $191,420 at 4% or $127,613 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 7 | $1,256,971 | $102,995 | $14,714iApproximate average salary by contribution assumption: employee only about $367,839 at 4% or $245,226 at 6%; with 50% employer match about $245,226 at 4% or $163,484 at 6%; with 100% employer match about $183,920 at 4% or $122,613 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 3 | $0 | $4,200 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| 2013 | 2 | 9 | $1,090,172 | $90,102 | $10,011iApproximate average salary by contribution assumption: employee only about $250,283 at 4% or $166,856 at 6%; with 50% employer match about $166,856 at 4% or $111,237 at 6%; with 100% employer match about $125,142 at 4% or $83,428 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 9 | $1,090,172 | $86,502 | $9,611iApproximate average salary by contribution assumption: employee only about $240,283 at 4% or $160,189 at 6%; with 50% employer match about $160,189 at 4% or $106,793 at 6%; with 100% employer match about $120,142 at 4% or $80,094 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 2 | $0 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2012 | 2 | 8 | $939,219 | $89,097 | $11,137iApproximate average salary by contribution assumption: employee only about $278,428 at 4% or $185,619 at 6%; with 50% employer match about $185,619 at 4% or $123,746 at 6%; with 100% employer match about $139,214 at 4% or $92,809 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 8 | $939,219 | $81,399 | $10,175iApproximate average salary by contribution assumption: employee only about $254,372 at 4% or $169,581 at 6%; with 50% employer match about $169,581 at 4% or $113,054 at 6%; with 100% employer match about $127,186 at 4% or $84,791 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 3 | $0 | $7,698 | $2,566iApproximate average salary by contribution assumption: employee only about $64,150 at 4% or $42,767 at 6%; with 50% employer match about $42,767 at 4% or $28,511 at 6%; with 100% employer match about $32,075 at 4% or $21,383 at 6%. |
| 2011 | 2 | 8 | $862,607 | $86,750 | $10,844iApproximate average salary by contribution assumption: employee only about $271,094 at 4% or $180,729 at 6%; with 50% employer match about $180,729 at 4% or $120,486 at 6%; with 100% employer match about $135,547 at 4% or $90,365 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401(K) PROFIT SHARING PLAN | - | 8 | $862,607 | $80,552 | $10,069iApproximate average salary by contribution assumption: employee only about $251,725 at 4% or $167,817 at 6%; with 50% employer match about $167,817 at 4% or $111,878 at 6%; with 100% employer match about $125,863 at 4% or $83,908 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 4 | $0 | $6,198 | $1,550iApproximate average salary by contribution assumption: employee only about $38,738 at 4% or $25,825 at 6%; with 50% employer match about $25,825 at 4% or $17,217 at 6%; with 100% employer match about $19,369 at 4% or $12,913 at 6%. |
| 2010 | 2 | 8 | $791,797 | $98,405 | $12,301iApproximate average salary by contribution assumption: employee only about $307,516 at 4% or $205,010 at 6%; with 50% employer match about $205,010 at 4% or $136,674 at 6%; with 100% employer match about $153,758 at 4% or $102,505 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401K PROFIT SHARING PLAN | - | 8 | $791,797 | $92,789 | $11,599iApproximate average salary by contribution assumption: employee only about $289,966 at 4% or $193,310 at 6%; with 50% employer match about $193,310 at 4% or $128,874 at 6%; with 100% employer match about $144,983 at 4% or $96,655 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 4 | $0 | $5,616 | $1,404iApproximate average salary by contribution assumption: employee only about $35,100 at 4% or $23,400 at 6%; with 50% employer match about $23,400 at 4% or $15,600 at 6%; with 100% employer match about $17,550 at 4% or $11,700 at 6%. |
| 2009 | 2 | 11 | $700,985 | $103,419 | $9,402iApproximate average salary by contribution assumption: employee only about $235,043 at 4% or $156,695 at 6%; with 50% employer match about $156,695 at 4% or $104,464 at 6%; with 100% employer match about $117,522 at 4% or $78,348 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401K PROFIT SHARING PLAN | - | 11 | $700,985 | $97,419 | $8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,703 at 4% or $73,802 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 4 | $0 | $6,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2008 | 2 | 10 | $480,115 | $104,620 | $10,462iApproximate average salary by contribution assumption: employee only about $261,550 at 4% or $174,367 at 6%; with 50% employer match about $174,367 at 4% or $116,244 at 6%; with 100% employer match about $130,775 at 4% or $87,183 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401K PROFIT SHARING PLAN | - | 10 | $480,115 | $97,600 | $9,760iApproximate average salary by contribution assumption: employee only about $244,000 at 4% or $162,667 at 6%; with 50% employer match about $162,667 at 4% or $108,444 at 6%; with 100% employer match about $122,000 at 4% or $81,333 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 0 | - | $7,020 | - |
| 2007 | 2 | 10 | $611,729 | $160,131 | $16,013iApproximate average salary by contribution assumption: employee only about $400,328 at 4% or $266,885 at 6%; with 50% employer match about $266,885 at 4% or $177,923 at 6%; with 100% employer match about $200,164 at 4% or $133,443 at 6%. |
| DANIEL S. PHILLIPS, DMD PC 401K PROFIT SHARING PLAN | - | 10 | $611,729 | $152,151 | $15,215iApproximate average salary by contribution assumption: employee only about $380,378 at 4% or $253,585 at 6%; with 50% employer match about $253,585 at 4% or $169,057 at 6%; with 100% employer match about $190,189 at 4% or $126,793 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 4 | - | $7,980 | $1,995iApproximate average salary by contribution assumption: employee only about $49,875 at 4% or $33,250 at 6%; with 50% employer match about $33,250 at 4% or $22,167 at 6%; with 100% employer match about $24,938 at 4% or $16,625 at 6%. |
| 2006 | 2 | 11 | $486,599 | $97,791 | $8,890iApproximate average salary by contribution assumption: employee only about $222,252 at 4% or $148,168 at 6%; with 50% employer match about $148,168 at 4% or $98,779 at 6%; with 100% employer match about $111,126 at 4% or $74,084 at 6%. |
| DANIEL S. PHILLIPS, D.M.D., P.C. 401K PS PLAN | - | 11 | $486,599 | $90,891 | $8,263iApproximate average salary by contribution assumption: employee only about $206,570 at 4% or $137,714 at 6%; with 50% employer match about $137,714 at 4% or $91,809 at 6%; with 100% employer match about $103,285 at 4% or $68,857 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 5 | - | $6,900 | $1,380iApproximate average salary by contribution assumption: employee only about $34,500 at 4% or $23,000 at 6%; with 50% employer match about $23,000 at 4% or $15,333 at 6%; with 100% employer match about $17,250 at 4% or $11,500 at 6%. |
| 2005 | 2 | 9 | $346,610 | $97,876 | $10,875iApproximate average salary by contribution assumption: employee only about $271,878 at 4% or $181,252 at 6%; with 50% employer match about $181,252 at 4% or $120,835 at 6%; with 100% employer match about $135,939 at 4% or $90,626 at 6%. |
| DANIEL S. PHILLIPS, D.M.D., P.C. 401K PS PLAN | - | 9 | $346,610 | $91,516 | $10,168iApproximate average salary by contribution assumption: employee only about $254,211 at 4% or $169,474 at 6%; with 50% employer match about $169,474 at 4% or $112,983 at 6%; with 100% employer match about $127,106 at 4% or $84,737 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 5 | - | $6,360 | $1,272iApproximate average salary by contribution assumption: employee only about $31,800 at 4% or $21,200 at 6%; with 50% employer match about $21,200 at 4% or $14,133 at 6%; with 100% employer match about $15,900 at 4% or $10,600 at 6%. |
| 2004 | 2 | 10 | $226,062 | $93,272 | $9,327iApproximate average salary by contribution assumption: employee only about $233,180 at 4% or $155,453 at 6%; with 50% employer match about $155,453 at 4% or $103,636 at 6%; with 100% employer match about $116,590 at 4% or $77,727 at 6%. |
| DANIEL S. PHILLIPS, D.M.D., P.C. 401K PS PLAN | - | 10 | $226,062 | $88,772 | $8,877iApproximate average salary by contribution assumption: employee only about $221,930 at 4% or $147,953 at 6%; with 50% employer match about $147,953 at 4% or $98,636 at 6%; with 100% employer match about $110,965 at 4% or $73,977 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 3 | - | $4,500 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2003 | 2 | 9 | $123,214 | $95,347 | $10,594iApproximate average salary by contribution assumption: employee only about $264,853 at 4% or $176,569 at 6%; with 50% employer match about $176,569 at 4% or $117,712 at 6%; with 100% employer match about $132,426 at 4% or $88,284 at 6%. |
| DANIEL S. PHILLIPS, D.M.D., P.C. 401K PS PLAN | - | 9 | $123,214 | $87,291 | $9,699iApproximate average salary by contribution assumption: employee only about $242,475 at 4% or $161,650 at 6%; with 50% employer match about $161,650 at 4% or $107,767 at 6%; with 100% employer match about $121,238 at 4% or $80,825 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 5 | - | $8,056 | $1,611iApproximate average salary by contribution assumption: employee only about $40,280 at 4% or $26,853 at 6%; with 50% employer match about $26,853 at 4% or $17,902 at 6%; with 100% employer match about $20,140 at 4% or $13,427 at 6%. |
| 2002 | 2 | 10 | $20,538 | $27,462 | $2,746iApproximate average salary by contribution assumption: employee only about $68,655 at 4% or $45,770 at 6%; with 50% employer match about $45,770 at 4% or $30,513 at 6%; with 100% employer match about $34,328 at 4% or $22,885 at 6%. |
| DANIEL S. PHILLIPS, D.M.D., P.C. 401K PS PLAN | - | 10 | $20,538 | $20,522 | $2,052iApproximate average salary by contribution assumption: employee only about $51,305 at 4% or $34,203 at 6%; with 50% employer match about $34,203 at 4% or $22,802 at 6%; with 100% employer match about $25,652 at 4% or $17,102 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 7 | - | $6,940 | $991iApproximate average salary by contribution assumption: employee only about $24,786 at 4% or $16,524 at 6%; with 50% employer match about $16,524 at 4% or $11,016 at 6%; with 100% employer match about $12,393 at 4% or $8,262 at 6%. |
| 2001 | 1 | 7 | $0 | $5,552 | $793iApproximate average salary by contribution assumption: employee only about $19,829 at 4% or $13,219 at 6%; with 50% employer match about $13,219 at 4% or $8,813 at 6%; with 100% employer match about $9,914 at 4% or $6,610 at 6%. |
| Daniel S Phillips, D.M.D. PC. Cafeteria Plan | - | 7 | - | $5,552 | $793iApproximate average salary by contribution assumption: employee only about $19,829 at 4% or $13,219 at 6%; with 50% employer match about $13,219 at 4% or $8,813 at 6%; with 100% employer match about $9,914 at 4% or $6,610 at 6%. |