Phelps Engineering Company Inc.
Plan context: Phelps Engineering Company Inc. Defined Benefit Pension Plan
EIN 94-1730261 • Irvine, CA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$4,354,754
2024 Contributions
$1,000
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 | 2 | 36 | $4,354,754 | $1,000 | $28iApproximate average salary by contribution assumption: employee only about $694 at 4% or $463 at 6%; with 50% employer match about $463 at 4% or $309 at 6%; with 100% employer match about $347 at 4% or $231 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 24 | $3,615,224 | $1,000 | $42iApproximate average salary by contribution assumption: employee only about $1,042 at 4% or $694 at 6%; with 50% employer match about $694 at 4% or $463 at 6%; with 100% employer match about $521 at 4% or $347 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 36 | $739,530 | - | - |
| 2023 | 2 | 36 | $4,442,035 | $318,065 | $8,835iApproximate average salary by contribution assumption: employee only about $220,878 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 24 | $3,686,806 | $218,764 | $9,115iApproximate average salary by contribution assumption: employee only about $227,879 at 4% or $151,919 at 6%; with 50% employer match about $151,919 at 4% or $101,280 at 6%; with 100% employer match about $113,940 at 4% or $75,960 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 36 | $755,229 | $99,301 | $2,758iApproximate average salary by contribution assumption: employee only about $68,959 at 4% or $45,973 at 6%; with 50% employer match about $45,973 at 4% or $30,648 at 6%; with 100% employer match about $34,480 at 4% or $22,986 at 6%. |
| 2022 | 2 | 14 | $3,486,331 | $372,809 | $26,629iApproximate average salary by contribution assumption: employee only about $665,730 at 4% or $443,820 at 6%; with 50% employer match about $443,820 at 4% or $295,880 at 6%; with 100% employer match about $332,865 at 4% or $221,910 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 14 | $2,910,803 | $327,696 | $23,407iApproximate average salary by contribution assumption: employee only about $585,171 at 4% or $390,114 at 6%; with 50% employer match about $390,114 at 4% or $260,076 at 6%; with 100% employer match about $292,586 at 4% or $195,057 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 14 | $575,528 | $45,113 | $3,222iApproximate average salary by contribution assumption: employee only about $80,559 at 4% or $53,706 at 6%; with 50% employer match about $53,706 at 4% or $35,804 at 6%; with 100% employer match about $40,279 at 4% or $26,853 at 6%. |
| 2021 | 2 | 29 | $3,124,235 | $887,000 | $30,586iApproximate average salary by contribution assumption: employee only about $764,655 at 4% or $509,770 at 6%; with 50% employer match about $509,770 at 4% or $339,847 at 6%; with 100% employer match about $382,328 at 4% or $254,885 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 21 | $2,616,913 | $735,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 29 | $507,322 | $152,000 | $5,241iApproximate average salary by contribution assumption: employee only about $131,034 at 4% or $87,356 at 6%; with 50% employer match about $87,356 at 4% or $58,238 at 6%; with 100% employer match about $65,517 at 4% or $43,678 at 6%. |
| 2020 | 2 | 20 | $2,413,491 | $852,000 | $42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 20 | $1,968,877 | $700,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 20 | $444,614 | $152,000 | $7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%. |
| 2019 | 2 | 18 | $1,442,572 | $834,656 | $46,370iApproximate average salary by contribution assumption: employee only about $1,159,244 at 4% or $772,830 at 6%; with 50% employer match about $772,830 at 4% or $515,220 at 6%; with 100% employer match about $579,622 at 4% or $386,415 at 6%. |
| Phelps Engineering Company Inc. Defined Benefit Pension Plan | - | 18 | $1,229,571 | $700,000 | $38,889iApproximate average salary by contribution assumption: employee only about $972,222 at 4% or $648,148 at 6%; with 50% employer match about $648,148 at 4% or $432,099 at 6%; with 100% employer match about $486,111 at 4% or $324,074 at 6%. |
| PHELPS ENGINEERING COMPANY, INC. 401(K) PROFIT SHARING PLAN | - | 18 | $213,001 | $134,656 | $7,481iApproximate average salary by contribution assumption: employee only about $187,022 at 4% or $124,681 at 6%; with 50% employer match about $124,681 at 4% or $83,121 at 6%; with 100% employer match about $93,511 at 4% or $62,341 at 6%. |
| 2011 | 1 | 0 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2010 | 1 | 4 | $2,989,988 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | $2,989,988 | - | - |
| 2009 | 1 | 4 | $3,170,819 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | $3,170,819 | - | - |
| 2008 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2005 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2004 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2003 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 1999 | 1 | 4 | $4,347,767 | $0 | - |
| Phelps Engineering Co. Profit Sharing Plan and Trust | - | 4 | $4,347,767 | - | - |