Civic Intelligence

Phillips & Erlewine LLP

Plan context: Phillips & Erlewine LLP 401K Plan

EIN 94-3275659 • San Francisco, CA • 26 filings • 4 plans

39 Mesa Street, Suite 201The PresidioSan Francisco, CA 94129
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,158,487

2024 Contributions

$115,658

Historical Graphs

Total Assets Over Time

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

$5,158,487$2,579,244$0199920122024YearValue
$5,158,487Latest year 2024

Participants Over Time

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

1370199920122024YearValue
13Latest year 2024

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
2024113$5,158,487$115,658$8,897iApproximate average salary by contribution assumption: employee only about $222,419 at 4% or $148,279 at 6%; with 50% employer match about $148,279 at 4% or $98,853 at 6%; with 100% employer match about $111,210 at 4% or $74,140 at 6%.
Phillips & Erlewine LLP 401K Plan-13$5,158,487$115,658$8,897iApproximate average salary by contribution assumption: employee only about $222,419 at 4% or $148,279 at 6%; with 50% employer match about $148,279 at 4% or $98,853 at 6%; with 100% employer match about $111,210 at 4% or $74,140 at 6%.
2023112$5,095,947$248,845$20,737iApproximate average salary by contribution assumption: employee only about $518,427 at 4% or $345,618 at 6%; with 50% employer match about $345,618 at 4% or $230,412 at 6%; with 100% employer match about $259,214 at 4% or $172,809 at 6%.
Phillips & Erlewine LLP 401K Plan-12$5,095,947$248,845$20,737iApproximate average salary by contribution assumption: employee only about $518,427 at 4% or $345,618 at 6%; with 50% employer match about $345,618 at 4% or $230,412 at 6%; with 100% employer match about $259,214 at 4% or $172,809 at 6%.
2022110$4,383,621$192,494$19,249iApproximate average salary by contribution assumption: employee only about $481,235 at 4% or $320,823 at 6%; with 50% employer match about $320,823 at 4% or $213,882 at 6%; with 100% employer match about $240,618 at 4% or $160,412 at 6%.
Phillips & Erlewine LLP 401K Plan-10$4,383,621$192,494$19,249iApproximate average salary by contribution assumption: employee only about $481,235 at 4% or $320,823 at 6%; with 50% employer match about $320,823 at 4% or $213,882 at 6%; with 100% employer match about $240,618 at 4% or $160,412 at 6%.
2021110$4,762,591$366,024$36,602iApproximate average salary by contribution assumption: employee only about $915,060 at 4% or $610,040 at 6%; with 50% employer match about $610,040 at 4% or $406,693 at 6%; with 100% employer match about $457,530 at 4% or $305,020 at 6%.
Phillips & Erlewine LLP 401K Plan-10$4,762,591$366,024$36,602iApproximate average salary by contribution assumption: employee only about $915,060 at 4% or $610,040 at 6%; with 50% employer match about $610,040 at 4% or $406,693 at 6%; with 100% employer match about $457,530 at 4% or $305,020 at 6%.
202018$4,164,177$68,600$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
Phillips & Erlewine LLP 401K Plan-8$4,164,177$68,600$8,575iApproximate average salary by contribution assumption: employee only about $214,375 at 4% or $142,917 at 6%; with 50% employer match about $142,917 at 4% or $95,278 at 6%; with 100% employer match about $107,188 at 4% or $71,458 at 6%.
2019111$4,215,443$336,150$30,559iApproximate average salary by contribution assumption: employee only about $763,977 at 4% or $509,318 at 6%; with 50% employer match about $509,318 at 4% or $339,545 at 6%; with 100% employer match about $381,989 at 4% or $254,659 at 6%.
Phillips & Erlewine LLP 401K Plan-11$4,215,443$336,150$30,559iApproximate average salary by contribution assumption: employee only about $763,977 at 4% or $509,318 at 6%; with 50% employer match about $509,318 at 4% or $339,545 at 6%; with 100% employer match about $381,989 at 4% or $254,659 at 6%.
201819$3,387,358$349,056$38,784iApproximate average salary by contribution assumption: employee only about $969,600 at 4% or $646,400 at 6%; with 50% employer match about $646,400 at 4% or $430,933 at 6%; with 100% employer match about $484,800 at 4% or $323,200 at 6%.
Phillips & Erlewine LLP 401K Plan-9$3,387,358$349,056$38,784iApproximate average salary by contribution assumption: employee only about $969,600 at 4% or $646,400 at 6%; with 50% employer match about $646,400 at 4% or $430,933 at 6%; with 100% employer match about $484,800 at 4% or $323,200 at 6%.
2017110$3,184,869$308,769$30,877iApproximate average salary by contribution assumption: employee only about $771,923 at 4% or $514,615 at 6%; with 50% employer match about $514,615 at 4% or $343,077 at 6%; with 100% employer match about $385,961 at 4% or $257,308 at 6%.
Phillips & Erlewine LLP 401K Plan-10$3,184,869$308,769$30,877iApproximate average salary by contribution assumption: employee only about $771,923 at 4% or $514,615 at 6%; with 50% employer match about $514,615 at 4% or $343,077 at 6%; with 100% employer match about $385,961 at 4% or $257,308 at 6%.
201617$2,560,654$114,216$16,317iApproximate average salary by contribution assumption: employee only about $407,914 at 4% or $271,943 at 6%; with 50% employer match about $271,943 at 4% or $181,295 at 6%; with 100% employer match about $203,957 at 4% or $135,971 at 6%.
Phillips & Erlewine LLP 401K Plan-7$2,560,654$114,216$16,317iApproximate average salary by contribution assumption: employee only about $407,914 at 4% or $271,943 at 6%; with 50% employer match about $271,943 at 4% or $181,295 at 6%; with 100% employer match about $203,957 at 4% or $135,971 at 6%.
201518$2,310,366$255,707$31,963iApproximate average salary by contribution assumption: employee only about $799,084 at 4% or $532,723 at 6%; with 50% employer match about $532,723 at 4% or $355,149 at 6%; with 100% employer match about $399,542 at 4% or $266,361 at 6%.
Phillips & Erlewine LLP 401K Plan-8$2,310,366$255,707$31,963iApproximate average salary by contribution assumption: employee only about $799,084 at 4% or $532,723 at 6%; with 50% employer match about $532,723 at 4% or $355,149 at 6%; with 100% employer match about $399,542 at 4% or $266,361 at 6%.
201419$2,248,995$69,563$7,729iApproximate average salary by contribution assumption: employee only about $193,231 at 4% or $128,820 at 6%; with 50% employer match about $128,820 at 4% or $85,880 at 6%; with 100% employer match about $96,615 at 4% or $64,410 at 6%.
Phillips & Erlewine LLP 401K Plan-9$2,248,995$69,563$7,729iApproximate average salary by contribution assumption: employee only about $193,231 at 4% or $128,820 at 6%; with 50% employer match about $128,820 at 4% or $85,880 at 6%; with 100% employer match about $96,615 at 4% or $64,410 at 6%.
201317$2,139,431$31,400$4,486iApproximate average salary by contribution assumption: employee only about $112,143 at 4% or $74,762 at 6%; with 50% employer match about $74,762 at 4% or $49,841 at 6%; with 100% employer match about $56,071 at 4% or $37,381 at 6%.
Phillips & Erlewine LLP 401K Plan-7$2,139,431$31,400$4,486iApproximate average salary by contribution assumption: employee only about $112,143 at 4% or $74,762 at 6%; with 50% employer match about $74,762 at 4% or $49,841 at 6%; with 100% employer match about $56,071 at 4% or $37,381 at 6%.
2012110$1,861,956$332,578$33,258iApproximate average salary by contribution assumption: employee only about $831,445 at 4% or $554,297 at 6%; with 50% employer match about $554,297 at 4% or $369,531 at 6%; with 100% employer match about $415,723 at 4% or $277,148 at 6%.
Phillips & Erlewine LLP 401K Plan-10$1,861,956$332,578$33,258iApproximate average salary by contribution assumption: employee only about $831,445 at 4% or $554,297 at 6%; with 50% employer match about $554,297 at 4% or $369,531 at 6%; with 100% employer match about $415,723 at 4% or $277,148 at 6%.
201117$1,457,281$26,650$3,807iApproximate average salary by contribution assumption: employee only about $95,179 at 4% or $63,452 at 6%; with 50% employer match about $63,452 at 4% or $42,302 at 6%; with 100% employer match about $47,589 at 4% or $31,726 at 6%.
Phillips & Erlewine LLP 401K Plan-7$1,457,281$26,650$3,807iApproximate average salary by contribution assumption: employee only about $95,179 at 4% or $63,452 at 6%; with 50% employer match about $63,452 at 4% or $42,302 at 6%; with 100% employer match about $47,589 at 4% or $31,726 at 6%.
2010111$1,466,094$98,920$8,993iApproximate average salary by contribution assumption: employee only about $224,818 at 4% or $149,879 at 6%; with 50% employer match about $149,879 at 4% or $99,919 at 6%; with 100% employer match about $112,409 at 4% or $74,939 at 6%.
Phillips & Erlewine LLP 401K Plan-11$1,466,094$98,920$8,993iApproximate average salary by contribution assumption: employee only about $224,818 at 4% or $149,879 at 6%; with 50% employer match about $149,879 at 4% or $99,919 at 6%; with 100% employer match about $112,409 at 4% or $74,939 at 6%.
2009110$1,852,835$85,214$8,521iApproximate average salary by contribution assumption: employee only about $213,035 at 4% or $142,023 at 6%; with 50% employer match about $142,023 at 4% or $94,682 at 6%; with 100% employer match about $106,518 at 4% or $71,012 at 6%.
Phillips & Erlewine LLP 401K Plan-10$1,852,835$85,214$8,521iApproximate average salary by contribution assumption: employee only about $213,035 at 4% or $142,023 at 6%; with 50% employer match about $142,023 at 4% or $94,682 at 6%; with 100% employer match about $106,518 at 4% or $71,012 at 6%.
200818$1,489,513$28,030$3,504iApproximate average salary by contribution assumption: employee only about $87,594 at 4% or $58,396 at 6%; with 50% employer match about $58,396 at 4% or $38,931 at 6%; with 100% employer match about $43,797 at 4% or $29,198 at 6%.
Phillips & Erlewine LLP 401K Plan-8$1,489,513$28,030$3,504iApproximate average salary by contribution assumption: employee only about $87,594 at 4% or $58,396 at 6%; with 50% employer match about $58,396 at 4% or $38,931 at 6%; with 100% employer match about $43,797 at 4% or $29,198 at 6%.
200717$0$0-
Phillips & Erlewine LLP 401K Plan-7---
200618$1,771,926$183,512$22,939iApproximate average salary by contribution assumption: employee only about $573,475 at 4% or $382,317 at 6%; with 50% employer match about $382,317 at 4% or $254,878 at 6%; with 100% employer match about $286,738 at 4% or $191,158 at 6%.
Phillips & Erlewine LLP 401K Plan-8$1,771,926$183,512$22,939iApproximate average salary by contribution assumption: employee only about $573,475 at 4% or $382,317 at 6%; with 50% employer match about $382,317 at 4% or $254,878 at 6%; with 100% employer match about $286,738 at 4% or $191,158 at 6%.
200519$1,456,291$167,761$18,640iApproximate average salary by contribution assumption: employee only about $466,003 at 4% or $310,669 at 6%; with 50% employer match about $310,669 at 4% or $207,112 at 6%; with 100% employer match about $233,001 at 4% or $155,334 at 6%.
Phillips & Erlewine LLP 401K Plan-9$1,456,291$167,761$18,640iApproximate average salary by contribution assumption: employee only about $466,003 at 4% or $310,669 at 6%; with 50% employer match about $310,669 at 4% or $207,112 at 6%; with 100% employer match about $233,001 at 4% or $155,334 at 6%.
200418$1,233,480$167,445$20,931iApproximate average salary by contribution assumption: employee only about $523,266 at 4% or $348,844 at 6%; with 50% employer match about $348,844 at 4% or $232,563 at 6%; with 100% employer match about $261,633 at 4% or $174,422 at 6%.
Phillips & Erlewine LLP 401K Plan-8$1,233,480$167,445$20,931iApproximate average salary by contribution assumption: employee only about $523,266 at 4% or $348,844 at 6%; with 50% employer match about $348,844 at 4% or $232,563 at 6%; with 100% employer match about $261,633 at 4% or $174,422 at 6%.
2003110$1,007,286$159,464$15,946iApproximate average salary by contribution assumption: employee only about $398,660 at 4% or $265,773 at 6%; with 50% employer match about $265,773 at 4% or $177,182 at 6%; with 100% employer match about $199,330 at 4% or $132,887 at 6%.
Phillips & Erlewine LLP 401K Plan-10$1,007,286$159,464$15,946iApproximate average salary by contribution assumption: employee only about $398,660 at 4% or $265,773 at 6%; with 50% employer match about $265,773 at 4% or $177,182 at 6%; with 100% employer match about $199,330 at 4% or $132,887 at 6%.
200219$751,504$179,679$19,964iApproximate average salary by contribution assumption: employee only about $499,108 at 4% or $332,739 at 6%; with 50% employer match about $332,739 at 4% or $221,826 at 6%; with 100% employer match about $249,554 at 4% or $166,369 at 6%.
Phillips & Erlewine LLP 401K Plan-9$751,504$179,679$19,964iApproximate average salary by contribution assumption: employee only about $499,108 at 4% or $332,739 at 6%; with 50% employer match about $332,739 at 4% or $221,826 at 6%; with 100% employer match about $249,554 at 4% or $166,369 at 6%.
200119$726,029$134,686$14,965iApproximate average salary by contribution assumption: employee only about $374,128 at 4% or $249,419 at 6%; with 50% employer match about $249,419 at 4% or $166,279 at 6%; with 100% employer match about $187,064 at 4% or $124,709 at 6%.
Phillips & Erlewine LLP 401K Plan-9$726,029$134,686$14,965iApproximate average salary by contribution assumption: employee only about $374,128 at 4% or $249,419 at 6%; with 50% employer match about $249,419 at 4% or $166,279 at 6%; with 100% employer match about $187,064 at 4% or $124,709 at 6%.
200019$718,568$127,506$14,167iApproximate average salary by contribution assumption: employee only about $354,183 at 4% or $236,122 at 6%; with 50% employer match about $236,122 at 4% or $157,415 at 6%; with 100% employer match about $177,092 at 4% or $118,061 at 6%.
Phillips & Erlewine LLP 401K Plan-9$718,568$127,506$14,167iApproximate average salary by contribution assumption: employee only about $354,183 at 4% or $236,122 at 6%; with 50% employer match about $236,122 at 4% or $157,415 at 6%; with 100% employer match about $177,092 at 4% or $118,061 at 6%.
199917$989,052$98,151$14,022iApproximate average salary by contribution assumption: employee only about $350,539 at 4% or $233,693 at 6%; with 50% employer match about $233,693 at 4% or $155,795 at 6%; with 100% employer match about $175,270 at 4% or $116,846 at 6%.
Phillips & Erlewine LLP 401K Plan-7$989,052$98,151$14,022iApproximate average salary by contribution assumption: employee only about $350,539 at 4% or $233,693 at 6%; with 50% employer match about $233,693 at 4% or $155,795 at 6%; with 100% employer match about $175,270 at 4% or $116,846 at 6%.