Phowa Management Company
Plan context: The Phowa Trust
EIN 94-2417570 • Montecito, CA • 13 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$1,483,333
2014 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| The Phowa Trust | - | 0 | $0 | $0 | - |
| 2013 | 1 | 1 | $1,483,333 | $0 | - |
| The Phowa Trust | - | 1 | $1,483,333 | $0 | - |
| 2012 | 1 | 2 | $902,487 | $0 | - |
| The Phowa Trust | - | 2 | $902,487 | $0 | - |
| 2011 | 1 | 2 | $925,915 | $0 | - |
| The Phowa Trust | - | 2 | $925,915 | $0 | - |
| 2010 | 1 | 1 | $907,585 | $0 | - |
| The Phowa Trust | - | 1 | $907,585 | - | - |
| 2009 | 1 | 1 | $834,839 | $0 | - |
| The Phowa Trust | - | 1 | $834,839 | - | - |
| 2005 | 1 | 1 | $822,282 | $0 | - |
| The Phowa Trust | - | 1 | $822,282 | - | - |
| 2004 | 1 | 1 | $725,758 | $0 | - |
| The Phowa Trust | - | 1 | $725,758 | - | - |
| 2003 | 1 | 1 | $0 | $0 | - |
| The Phowa Trust | - | 1 | - | - | - |
| 2002 | 1 | 1 | $0 | $0 | - |
| The Phowa Trust | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| The Phowa Trust | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| The Phowa Trust | - | 1 | - | - | - |
| 1999 | 1 | 2 | $904,728 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| The Phowa Trust | - | 2 | $904,728 | $30,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |