Civic Intelligence

Honor Society of Phi Kappa Phi

Plan context: Phi Kappa Phi Retirement Plan and Trust

EIN 95-1856406 • Baton Rouge, LA • 42 filings • 5 plans

7576 Goodwood Blvd.Baton Rouge, LA 70806-7620
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$3,149,721

2024 Contributions

$496,704

Historical Graphs

Total Assets Over Time

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

$5,189,913$2,594,957$0199920132024YearValue
$3,149,721Latest year 2024

Participants Over Time

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

49250199920122024YearValue
30Latest 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
2024230$3,149,721$496,704$16,557iApproximate average salary by contribution assumption: employee only about $413,920 at 4% or $275,947 at 6%; with 50% employer match about $275,947 at 4% or $183,964 at 6%; with 100% employer match about $206,960 at 4% or $137,973 at 6%.
Phi Kappa Phi Retirement Plan and Trust-30$3,149,721$351,236$11,708iApproximate average salary by contribution assumption: employee only about $292,697 at 4% or $195,131 at 6%; with 50% employer match about $195,131 at 4% or $130,087 at 6%; with 100% employer match about $146,348 at 4% or $97,566 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-0$0$145,468-
2023247$4,962,446$461,948$9,829iApproximate average salary by contribution assumption: employee only about $245,717 at 4% or $163,811 at 6%; with 50% employer match about $163,811 at 4% or $109,208 at 6%; with 100% employer match about $122,859 at 4% or $81,906 at 6%.
Phi Kappa Phi Retirement Plan and Trust-34$3,645,458$336,856$9,908iApproximate average salary by contribution assumption: employee only about $247,688 at 4% or $165,125 at 6%; with 50% employer match about $165,125 at 4% or $110,084 at 6%; with 100% employer match about $123,844 at 4% or $82,563 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-47$1,316,988$125,092$2,662iApproximate average salary by contribution assumption: employee only about $66,538 at 4% or $44,359 at 6%; with 50% employer match about $44,359 at 4% or $29,573 at 6%; with 100% employer match about $33,269 at 4% or $22,179 at 6%.
2022249$4,309,964$359,691$7,341iApproximate average salary by contribution assumption: employee only about $183,516 at 4% or $122,344 at 6%; with 50% employer match about $122,344 at 4% or $81,563 at 6%; with 100% employer match about $91,758 at 4% or $61,172 at 6%.
Phi Kappa Phi Retirement Plan and Trust-34$3,206,886$274,570$8,076iApproximate average salary by contribution assumption: employee only about $201,890 at 4% or $134,593 at 6%; with 50% employer match about $134,593 at 4% or $89,729 at 6%; with 100% employer match about $100,945 at 4% or $67,297 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-49$1,103,078$85,121$1,737iApproximate average salary by contribution assumption: employee only about $43,429 at 4% or $28,953 at 6%; with 50% employer match about $28,953 at 4% or $19,302 at 6%; with 100% employer match about $21,715 at 4% or $14,476 at 6%.
2021247$5,189,913$393,819$8,379iApproximate average salary by contribution assumption: employee only about $209,478 at 4% or $139,652 at 6%; with 50% employer match about $139,652 at 4% or $93,101 at 6%; with 100% employer match about $104,739 at 4% or $69,826 at 6%.
Phi Kappa Phi Retirement Plan and Trust-33$4,022,107$310,688$9,415iApproximate average salary by contribution assumption: employee only about $235,370 at 4% or $156,913 at 6%; with 50% employer match about $156,913 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-47$1,167,806$83,131$1,769iApproximate average salary by contribution assumption: employee only about $44,219 at 4% or $29,479 at 6%; with 50% employer match about $29,479 at 4% or $19,653 at 6%; with 100% employer match about $22,109 at 4% or $14,740 at 6%.
2020234$4,484,499$385,519$11,339iApproximate average salary by contribution assumption: employee only about $283,470 at 4% or $188,980 at 6%; with 50% employer match about $188,980 at 4% or $125,987 at 6%; with 100% employer match about $141,735 at 4% or $94,490 at 6%.
Phi Kappa Phi Retirement Plan and Trust-34$3,495,772$317,964$9,352iApproximate average salary by contribution assumption: employee only about $233,797 at 4% or $155,865 at 6%; with 50% employer match about $155,865 at 4% or $103,910 at 6%; with 100% employer match about $116,899 at 4% or $77,932 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-21$988,727$67,555$3,217iApproximate average salary by contribution assumption: employee only about $80,423 at 4% or $53,615 at 6%; with 50% employer match about $53,615 at 4% or $35,743 at 6%; with 100% employer match about $40,211 at 4% or $26,808 at 6%.
2019230$3,812,790$349,417$11,647iApproximate average salary by contribution assumption: employee only about $291,181 at 4% or $194,121 at 6%; with 50% employer match about $194,121 at 4% or $129,414 at 6%; with 100% employer match about $145,590 at 4% or $97,060 at 6%.
Phi Kappa Phi Retirement Plan and Trust-30$2,969,587$287,738$9,591iApproximate average salary by contribution assumption: employee only about $239,782 at 4% or $159,854 at 6%; with 50% employer match about $159,854 at 4% or $106,570 at 6%; with 100% employer match about $119,891 at 4% or $79,927 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-20$843,203$61,679$3,084iApproximate average salary by contribution assumption: employee only about $77,099 at 4% or $51,399 at 6%; with 50% employer match about $51,399 at 4% or $34,266 at 6%; with 100% employer match about $38,549 at 4% or $25,700 at 6%.
2018231$3,295,450$387,800$12,510iApproximate average salary by contribution assumption: employee only about $312,742 at 4% or $208,495 at 6%; with 50% employer match about $208,495 at 4% or $138,996 at 6%; with 100% employer match about $156,371 at 4% or $104,247 at 6%.
Phi Kappa Phi Retirement Plan and Trust-31$2,550,293$330,458$10,660iApproximate average salary by contribution assumption: employee only about $266,498 at 4% or $177,666 at 6%; with 50% employer match about $177,666 at 4% or $118,444 at 6%; with 100% employer match about $133,249 at 4% or $88,833 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-20$745,157$57,342$2,867iApproximate average salary by contribution assumption: employee only about $71,678 at 4% or $47,785 at 6%; with 50% employer match about $47,785 at 4% or $31,857 at 6%; with 100% employer match about $35,839 at 4% or $23,893 at 6%.
2017232$3,320,002$389,005$12,156iApproximate average salary by contribution assumption: employee only about $303,910 at 4% or $202,607 at 6%; with 50% employer match about $202,607 at 4% or $135,071 at 6%; with 100% employer match about $151,955 at 4% or $101,303 at 6%.
Phi Kappa Phi Retirement Plan and Trust-32$2,583,784$352,589$11,018iApproximate average salary by contribution assumption: employee only about $275,460 at 4% or $183,640 at 6%; with 50% employer match about $183,640 at 4% or $122,427 at 6%; with 100% employer match about $137,730 at 4% or $91,820 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-19$736,218$36,416$1,917iApproximate average salary by contribution assumption: employee only about $47,916 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%.
2016231$2,710,509$378,150$12,198iApproximate average salary by contribution assumption: employee only about $304,960 at 4% or $203,306 at 6%; with 50% employer match about $203,306 at 4% or $135,538 at 6%; with 100% employer match about $152,480 at 4% or $101,653 at 6%.
Phi Kappa Phi Retirement Plan and Trust-31$2,073,551$337,980$10,903iApproximate average salary by contribution assumption: employee only about $272,565 at 4% or $181,710 at 6%; with 50% employer match about $181,710 at 4% or $121,140 at 6%; with 100% employer match about $136,282 at 4% or $90,855 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-18$636,958$40,170$2,232iApproximate average salary by contribution assumption: employee only about $55,792 at 4% or $37,194 at 6%; with 50% employer match about $37,194 at 4% or $24,796 at 6%; with 100% employer match about $27,896 at 4% or $18,597 at 6%.
2015229$2,533,373$125,327$4,322iApproximate average salary by contribution assumption: employee only about $108,041 at 4% or $72,027 at 6%; with 50% employer match about $72,027 at 4% or $48,018 at 6%; with 100% employer match about $54,020 at 4% or $36,014 at 6%.
Phi Kappa Phi Retirement Plan and Trust-29$1,893,038$101,029$3,484iApproximate average salary by contribution assumption: employee only about $87,094 at 4% or $58,063 at 6%; with 50% employer match about $58,063 at 4% or $38,708 at 6%; with 100% employer match about $43,547 at 4% or $29,031 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-16$640,335$24,298$1,519iApproximate average salary by contribution assumption: employee only about $37,966 at 4% or $25,310 at 6%; with 50% employer match about $25,310 at 4% or $16,874 at 6%; with 100% employer match about $18,983 at 4% or $12,655 at 6%.
2014230$2,404,331$245,705$8,190iApproximate average salary by contribution assumption: employee only about $204,754 at 4% or $136,503 at 6%; with 50% employer match about $136,503 at 4% or $91,002 at 6%; with 100% employer match about $102,377 at 4% or $68,251 at 6%.
Phi Kappa Phi Retirement Plan and Trust-30$1,791,118$224,812$7,494iApproximate average salary by contribution assumption: employee only about $187,343 at 4% or $124,896 at 6%; with 50% employer match about $124,896 at 4% or $83,264 at 6%; with 100% employer match about $93,672 at 4% or $62,448 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-16$613,213$20,893$1,306iApproximate average salary by contribution assumption: employee only about $32,645 at 4% or $21,764 at 6%; with 50% employer match about $21,764 at 4% or $14,509 at 6%; with 100% employer match about $16,323 at 4% or $10,882 at 6%.
2013228$2,149,920$245,041$8,751iApproximate average salary by contribution assumption: employee only about $218,787 at 4% or $145,858 at 6%; with 50% employer match about $145,858 at 4% or $97,238 at 6%; with 100% employer match about $109,393 at 4% or $72,929 at 6%.
Phi Kappa Phi Retirement Plan and Trust-28$1,585,355$224,262$8,009iApproximate average salary by contribution assumption: employee only about $200,234 at 4% or $133,489 at 6%; with 50% employer match about $133,489 at 4% or $88,993 at 6%; with 100% employer match about $100,117 at 4% or $66,745 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-14$564,565$20,779$1,484iApproximate average salary by contribution assumption: employee only about $37,105 at 4% or $24,737 at 6%; with 50% employer match about $24,737 at 4% or $16,491 at 6%; with 100% employer match about $18,553 at 4% or $12,368 at 6%.
2012227$1,764,985$233,827$8,660iApproximate average salary by contribution assumption: employee only about $216,506 at 4% or $144,338 at 6%; with 50% employer match about $144,338 at 4% or $96,225 at 6%; with 100% employer match about $108,253 at 4% or $72,169 at 6%.
Phi Kappa Phi Retirement Plan and Trust-27$1,270,889$199,382$7,385iApproximate average salary by contribution assumption: employee only about $184,613 at 4% or $123,075 at 6%; with 50% employer match about $123,075 at 4% or $82,050 at 6%; with 100% employer match about $92,306 at 4% or $61,538 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-16$494,096$34,445$2,153iApproximate average salary by contribution assumption: employee only about $53,820 at 4% or $35,880 at 6%; with 50% employer match about $35,880 at 4% or $23,920 at 6%; with 100% employer match about $26,910 at 4% or $17,940 at 6%.
2011225$1,524,330$270,449$10,818iApproximate average salary by contribution assumption: employee only about $270,449 at 4% or $180,299 at 6%; with 50% employer match about $180,299 at 4% or $120,200 at 6%; with 100% employer match about $135,225 at 4% or $90,150 at 6%.
Phi Kappa Phi Retirement Plan and Trust-25$1,102,961$219,082$8,763iApproximate average salary by contribution assumption: employee only about $219,082 at 4% or $146,055 at 6%; with 50% employer match about $146,055 at 4% or $97,370 at 6%; with 100% employer match about $109,541 at 4% or $73,027 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-14$421,369$51,367$3,669iApproximate average salary by contribution assumption: employee only about $91,727 at 4% or $61,151 at 6%; with 50% employer match about $61,151 at 4% or $40,767 at 6%; with 100% employer match about $45,863 at 4% or $30,576 at 6%.
2010227$1,430,161$314,976$11,666iApproximate average salary by contribution assumption: employee only about $291,644 at 4% or $194,430 at 6%; with 50% employer match about $194,430 at 4% or $129,620 at 6%; with 100% employer match about $145,822 at 4% or $97,215 at 6%.
Phi Kappa Phi Retirement Plan and Trust-27$1,005,819$223,074$8,262iApproximate average salary by contribution assumption: employee only about $206,550 at 4% or $137,700 at 6%; with 50% employer match about $137,700 at 4% or $91,800 at 6%; with 100% employer match about $103,275 at 4% or $68,850 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-14$424,342$91,902$6,564iApproximate average salary by contribution assumption: employee only about $164,111 at 4% or $109,407 at 6%; with 50% employer match about $109,407 at 4% or $72,938 at 6%; with 100% employer match about $82,055 at 4% or $54,704 at 6%.
2009219$1,106,021$136,917$7,206iApproximate average salary by contribution assumption: employee only about $180,154 at 4% or $120,103 at 6%; with 50% employer match about $120,103 at 4% or $80,068 at 6%; with 100% employer match about $90,077 at 4% or $60,051 at 6%.
Phi Kappa Phi Retirement Plan and Trust-19$805,028$95,552$5,029iApproximate average salary by contribution assumption: employee only about $125,726 at 4% or $83,818 at 6%; with 50% employer match about $83,818 at 4% or $55,878 at 6%; with 100% employer match about $62,863 at 4% or $41,909 at 6%.
Honor Society of Phi Kappa Phi 403B Tda Plan-10$300,993$41,365$4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%.
2008114$654,285$90,798$6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,093 at 6%; with 50% employer match about $108,093 at 4% or $72,062 at 6%; with 100% employer match about $81,070 at 4% or $54,046 at 6%.
Phi Kappa Phi Retirement Plan and Trust-14$654,285$90,798$6,486iApproximate average salary by contribution assumption: employee only about $162,139 at 4% or $108,093 at 6%; with 50% employer match about $108,093 at 4% or $72,062 at 6%; with 100% employer match about $81,070 at 4% or $54,046 at 6%.
2007115$0$0-
Phi Kappa Phi Retirement Plan and Trust-15---
2006115$597,625$74,686$4,979iApproximate average salary by contribution assumption: employee only about $124,477 at 4% or $82,984 at 6%; with 50% employer match about $82,984 at 4% or $55,323 at 6%; with 100% employer match about $62,238 at 4% or $41,492 at 6%.
Phi Kappa Phi Retirement Plan and Trust-15$597,625$74,686$4,979iApproximate average salary by contribution assumption: employee only about $124,477 at 4% or $82,984 at 6%; with 50% employer match about $82,984 at 4% or $55,323 at 6%; with 100% employer match about $62,238 at 4% or $41,492 at 6%.
2005114$470,391$65,456$4,675iApproximate average salary by contribution assumption: employee only about $116,886 at 4% or $77,924 at 6%; with 50% employer match about $77,924 at 4% or $51,949 at 6%; with 100% employer match about $58,443 at 4% or $38,962 at 6%.
Phi Kappa Phi Retirement Plan and Trust-14$470,391$65,456$4,675iApproximate average salary by contribution assumption: employee only about $116,886 at 4% or $77,924 at 6%; with 50% employer match about $77,924 at 4% or $51,949 at 6%; with 100% employer match about $58,443 at 4% or $38,962 at 6%.
2004111$384,479$54,523$4,957iApproximate average salary by contribution assumption: employee only about $123,916 at 4% or $82,611 at 6%; with 50% employer match about $82,611 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,305 at 6%.
Phi Kappa Phi Retirement Plan and Trust-11$384,479$54,523$4,957iApproximate average salary by contribution assumption: employee only about $123,916 at 4% or $82,611 at 6%; with 50% employer match about $82,611 at 4% or $55,074 at 6%; with 100% employer match about $61,958 at 4% or $41,305 at 6%.
2003113$314,298$54,302$4,177iApproximate average salary by contribution assumption: employee only about $104,427 at 4% or $69,618 at 6%; with 50% employer match about $69,618 at 4% or $46,412 at 6%; with 100% employer match about $52,213 at 4% or $34,809 at 6%.
Phi Kappa Phi Retirement Plan and Trust-13$314,298$54,302$4,177iApproximate average salary by contribution assumption: employee only about $104,427 at 4% or $69,618 at 6%; with 50% employer match about $69,618 at 4% or $46,412 at 6%; with 100% employer match about $52,213 at 4% or $34,809 at 6%.
2002110$230,973$46,559$4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%.
Phi Kappa Phi Retirement Plan and Trust-10$230,973$46,559$4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%.
2001110$0$0-
Phi Kappa Phi Retirement Plan and Trust-10---
200017$137,275$35,269$5,038iApproximate average salary by contribution assumption: employee only about $125,961 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,980 at 4% or $41,987 at 6%.
Phi Kappa Phi Retirement Plan and Trust-7$137,275$35,269$5,038iApproximate average salary by contribution assumption: employee only about $125,961 at 4% or $83,974 at 6%; with 50% employer match about $83,974 at 4% or $55,983 at 6%; with 100% employer match about $62,980 at 4% or $41,987 at 6%.
199917$290,097$32,116$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.
Phi Kappa Phi Retirement Plan and Trust-7$290,097$32,116$4,588iApproximate average salary by contribution assumption: employee only about $114,700 at 4% or $76,467 at 6%; with 50% employer match about $76,467 at 4% or $50,978 at 6%; with 100% employer match about $57,350 at 4% or $38,233 at 6%.