Civic Intelligence

Phoenix American Inc

Plan context: Phoenix American Incorporated 401K Plan

EIN 94-2191861 • San Rafael, CA • 17 filings • 1 plans

2401 Kerner Blvd.San Rafael, CA 94901
Current Snapshot

Latest Year

2023

2023 Participants

160

2023 Assets

$24,666,784

2023 Contributions

$1,247,574

Historical Graphs

Total Assets Over Time

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

$24,666,784$12,333,392$0200720152023YearValue
$24,666,784Latest year 2023

Participants Over Time

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

160800200720152023YearValue
160Latest year 2023

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
20231160$24,666,784$1,247,574$7,797iApproximate average salary by contribution assumption: employee only about $194,933 at 4% or $129,956 at 6%; with 50% employer match about $129,956 at 4% or $86,637 at 6%; with 100% employer match about $97,467 at 4% or $64,978 at 6%.
Phoenix American Incorporated 401K Plan-160$24,666,784$1,247,574$7,797iApproximate average salary by contribution assumption: employee only about $194,933 at 4% or $129,956 at 6%; with 50% employer match about $129,956 at 4% or $86,637 at 6%; with 100% employer match about $97,467 at 4% or $64,978 at 6%.
20221153$18,922,529$1,338,254$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
Phoenix American Incorporated 401K Plan-153$18,922,529$1,338,254$8,747iApproximate average salary by contribution assumption: employee only about $218,669 at 4% or $145,779 at 6%; with 50% employer match about $145,779 at 4% or $97,186 at 6%; with 100% employer match about $109,334 at 4% or $72,890 at 6%.
20211146$18,288,787$943,066$6,459iApproximate average salary by contribution assumption: employee only about $161,484 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,771 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%.
Phoenix American Incorporated 401K Plan-146$18,288,787$943,066$6,459iApproximate average salary by contribution assumption: employee only about $161,484 at 4% or $107,656 at 6%; with 50% employer match about $107,656 at 4% or $71,771 at 6%; with 100% employer match about $80,742 at 4% or $53,828 at 6%.
20201137$20,432,693$878,204$6,410iApproximate average salary by contribution assumption: employee only about $160,256 at 4% or $106,837 at 6%; with 50% employer match about $106,837 at 4% or $71,225 at 6%; with 100% employer match about $80,128 at 4% or $53,419 at 6%.
Phoenix American Incorporated 401K Plan-137$20,432,693$878,204$6,410iApproximate average salary by contribution assumption: employee only about $160,256 at 4% or $106,837 at 6%; with 50% employer match about $106,837 at 4% or $71,225 at 6%; with 100% employer match about $80,128 at 4% or $53,419 at 6%.
20191130$15,634,528$815,527$6,273iApproximate average salary by contribution assumption: employee only about $156,832 at 4% or $104,555 at 6%; with 50% employer match about $104,555 at 4% or $69,703 at 6%; with 100% employer match about $78,416 at 4% or $52,277 at 6%.
Phoenix American Incorporated 401K Plan-130$15,634,528$815,527$6,273iApproximate average salary by contribution assumption: employee only about $156,832 at 4% or $104,555 at 6%; with 50% employer match about $104,555 at 4% or $69,703 at 6%; with 100% employer match about $78,416 at 4% or $52,277 at 6%.
20181127$13,886,310$672,706$5,297iApproximate average salary by contribution assumption: employee only about $132,422 at 4% or $88,282 at 6%; with 50% employer match about $88,282 at 4% or $58,854 at 6%; with 100% employer match about $66,211 at 4% or $44,141 at 6%.
Phoenix American Incorporated 401K Plan-127$13,886,310$672,706$5,297iApproximate average salary by contribution assumption: employee only about $132,422 at 4% or $88,282 at 6%; with 50% employer match about $88,282 at 4% or $58,854 at 6%; with 100% employer match about $66,211 at 4% or $44,141 at 6%.
20171127$13,372,117$1,098,509$8,650iApproximate average salary by contribution assumption: employee only about $216,242 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,108 at 6%; with 100% employer match about $108,121 at 4% or $72,081 at 6%.
Phoenix American Incorporated 401K Plan-127$13,372,117$1,098,509$8,650iApproximate average salary by contribution assumption: employee only about $216,242 at 4% or $144,161 at 6%; with 50% employer match about $144,161 at 4% or $96,108 at 6%; with 100% employer match about $108,121 at 4% or $72,081 at 6%.
20161124$12,403,154$474,703$3,828iApproximate average salary by contribution assumption: employee only about $95,706 at 4% or $63,804 at 6%; with 50% employer match about $63,804 at 4% or $42,536 at 6%; with 100% employer match about $47,853 at 4% or $31,902 at 6%.
Phoenix American Incorporated 401K Plan-124$12,403,154$474,703$3,828iApproximate average salary by contribution assumption: employee only about $95,706 at 4% or $63,804 at 6%; with 50% employer match about $63,804 at 4% or $42,536 at 6%; with 100% employer match about $47,853 at 4% or $31,902 at 6%.
20151126$11,143,130$425,168$3,374iApproximate average salary by contribution assumption: employee only about $84,359 at 4% or $56,239 at 6%; with 50% employer match about $56,239 at 4% or $37,493 at 6%; with 100% employer match about $42,179 at 4% or $28,120 at 6%.
Phoenix American Incorporated 401K Plan-126$11,143,130$425,168$3,374iApproximate average salary by contribution assumption: employee only about $84,359 at 4% or $56,239 at 6%; with 50% employer match about $56,239 at 4% or $37,493 at 6%; with 100% employer match about $42,179 at 4% or $28,120 at 6%.
20141118$11,283,168$514,618$4,361iApproximate average salary by contribution assumption: employee only about $109,029 at 4% or $72,686 at 6%; with 50% employer match about $72,686 at 4% or $48,457 at 6%; with 100% employer match about $54,515 at 4% or $36,343 at 6%.
Phoenix American Incorporated 401K Plan-118$11,283,168$514,618$4,361iApproximate average salary by contribution assumption: employee only about $109,029 at 4% or $72,686 at 6%; with 50% employer match about $72,686 at 4% or $48,457 at 6%; with 100% employer match about $54,515 at 4% or $36,343 at 6%.
20131111$11,322,361$428,725$3,862iApproximate average salary by contribution assumption: employee only about $96,560 at 4% or $64,373 at 6%; with 50% employer match about $64,373 at 4% or $42,915 at 6%; with 100% employer match about $48,280 at 4% or $32,187 at 6%.
Phoenix American Incorporated 401K Plan-111$11,322,361$428,725$3,862iApproximate average salary by contribution assumption: employee only about $96,560 at 4% or $64,373 at 6%; with 50% employer match about $64,373 at 4% or $42,915 at 6%; with 100% employer match about $48,280 at 4% or $32,187 at 6%.
20121114$10,435,310$470,682$4,129iApproximate average salary by contribution assumption: employee only about $103,220 at 4% or $68,813 at 6%; with 50% employer match about $68,813 at 4% or $45,875 at 6%; with 100% employer match about $51,610 at 4% or $34,407 at 6%.
Phoenix American Incorporated 401K Plan-114$10,435,310$470,682$4,129iApproximate average salary by contribution assumption: employee only about $103,220 at 4% or $68,813 at 6%; with 50% employer match about $68,813 at 4% or $45,875 at 6%; with 100% employer match about $51,610 at 4% or $34,407 at 6%.
20111111$8,596,175$483,617$4,357iApproximate average salary by contribution assumption: employee only about $108,923 at 4% or $72,615 at 6%; with 50% employer match about $72,615 at 4% or $48,410 at 6%; with 100% employer match about $54,461 at 4% or $36,308 at 6%.
Phoenix American Incorporated 401K Plan-111$8,596,175$483,617$4,357iApproximate average salary by contribution assumption: employee only about $108,923 at 4% or $72,615 at 6%; with 50% employer match about $72,615 at 4% or $48,410 at 6%; with 100% employer match about $54,461 at 4% or $36,308 at 6%.
20101104$8,917,310$428,627$4,121iApproximate average salary by contribution assumption: employee only about $103,035 at 4% or $68,690 at 6%; with 50% employer match about $68,690 at 4% or $45,793 at 6%; with 100% employer match about $51,518 at 4% or $34,345 at 6%.
Phoenix American Incorporated 401K Plan-104$8,917,310$428,627$4,121iApproximate average salary by contribution assumption: employee only about $103,035 at 4% or $68,690 at 6%; with 50% employer match about $68,690 at 4% or $45,793 at 6%; with 100% employer match about $51,518 at 4% or $34,345 at 6%.
20091106$7,854,212$443,266$4,182iApproximate average salary by contribution assumption: employee only about $104,544 at 4% or $69,696 at 6%; with 50% employer match about $69,696 at 4% or $46,464 at 6%; with 100% employer match about $52,272 at 4% or $34,848 at 6%.
Phoenix American Incorporated 401K Plan-106$7,854,212$443,266$4,182iApproximate average salary by contribution assumption: employee only about $104,544 at 4% or $69,696 at 6%; with 50% employer match about $69,696 at 4% or $46,464 at 6%; with 100% employer match about $52,272 at 4% or $34,848 at 6%.
20081110$6,647,182$575,409$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,387 at 4% or $43,592 at 6%.
Phoenix American Incorporated 401K Plan-110$6,647,182$575,409$5,231iApproximate average salary by contribution assumption: employee only about $130,775 at 4% or $87,183 at 6%; with 50% employer match about $87,183 at 4% or $58,122 at 6%; with 100% employer match about $65,387 at 4% or $43,592 at 6%.
20071126$11,672,217$681,610$5,410iApproximate average salary by contribution assumption: employee only about $135,240 at 4% or $90,160 at 6%; with 50% employer match about $90,160 at 4% or $60,107 at 6%; with 100% employer match about $67,620 at 4% or $45,080 at 6%.
Phoenix American Incorporated 401K Plan-126$11,672,217$681,610$5,410iApproximate average salary by contribution assumption: employee only about $135,240 at 4% or $90,160 at 6%; with 50% employer match about $90,160 at 4% or $60,107 at 6%; with 100% employer match about $67,620 at 4% or $45,080 at 6%.