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
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
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 | 30 | $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 | - |
| 2023 | 2 | 47 | $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%. |
| 2022 | 2 | 49 | $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%. |
| 2021 | 2 | 47 | $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%. |
| 2020 | 2 | 34 | $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%. |
| 2019 | 2 | 30 | $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%. |
| 2018 | 2 | 31 | $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%. |
| 2017 | 2 | 32 | $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%. |
| 2016 | 2 | 31 | $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%. |
| 2015 | 2 | 29 | $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%. |
| 2014 | 2 | 30 | $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%. |
| 2013 | 2 | 28 | $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%. |
| 2012 | 2 | 27 | $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%. |
| 2011 | 2 | 25 | $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%. |
| 2010 | 2 | 27 | $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%. |
| 2009 | 2 | 19 | $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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Phi Kappa Phi Retirement Plan and Trust | - | 15 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| Phi Kappa Phi Retirement Plan and Trust | - | 10 | - | - | - |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |