Current Snapshot
Latest Year
2024
2024 Participants
402
2024 Assets
$14,159,630
2024 Contributions
$2,891,353
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 | 402 | $14,159,630 | $2,891,353 | $7,192iApproximate average salary by contribution assumption: employee only about $179,811 at 4% or $119,874 at 6%; with 50% employer match about $119,874 at 4% or $79,916 at 6%; with 100% employer match about $89,905 at 4% or $59,937 at 6%. |
| Phoenix Services LLC 401(K) Plan | - | 402 | $14,159,630 | $2,891,353 | $7,192iApproximate average salary by contribution assumption: employee only about $179,811 at 4% or $119,874 at 6%; with 50% employer match about $119,874 at 4% or $79,916 at 6%; with 100% employer match about $89,905 at 4% or $59,937 at 6%. |
| 2023 | 2 | 637 | $13,315,448 | $3,185,732 | $5,001iApproximate average salary by contribution assumption: employee only about $125,029 at 4% or $83,352 at 6%; with 50% employer match about $83,352 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%. |
| Phoenix Services LLC 401(K) Plan | - | 637 | $13,315,448 | $3,185,732 | $5,001iApproximate average salary by contribution assumption: employee only about $125,029 at 4% or $83,352 at 6%; with 50% employer match about $83,352 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%. |
| PHOENIX GLOBAL EMPLOYEE BENEFIT PLAN | - | 407 | - | - | - |
| 2022 | 1 | 419 | $0 | $0 | - |
| PHOENIX GLOBAL EMPLOYEE BENEFIT PLAN | - | 419 | - | - | - |