Civic Intelligence

E. J. Phelps & Company

Plan context: E.J. Phelps & Company 401K Plan

EIN 95-3323454 • 10 filings • 2 plans

Current Snapshot

Latest Year

2007

2007 Participants

6

2007 Assets

$682,249

2007 Contributions

$68,002

Historical Graphs

Total Assets Over Time

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

$682,249$341,125$0199920052006YearValue
$682,249Latest year 2006

Participants Over Time

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

21110199920032006YearValue
6Latest year 2006

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
200710$0$0-
E.J. Phelps & Company 401K Plan-0---
200616$682,249$68,002$11,334iApproximate average salary by contribution assumption: employee only about $283,342 at 4% or $188,894 at 6%; with 50% employer match about $188,894 at 4% or $125,930 at 6%; with 100% employer match about $141,671 at 4% or $94,447 at 6%.
E.J. Phelps & Company 401K Plan-6$682,249$68,002$11,334iApproximate average salary by contribution assumption: employee only about $283,342 at 4% or $188,894 at 6%; with 50% employer match about $188,894 at 4% or $125,930 at 6%; with 100% employer match about $141,671 at 4% or $94,447 at 6%.
2005119$556,911$89,263$4,698iApproximate average salary by contribution assumption: employee only about $117,451 at 4% or $78,301 at 6%; with 50% employer match about $78,301 at 4% or $52,201 at 6%; with 100% employer match about $58,726 at 4% or $39,150 at 6%.
E.J. Phelps & Company 401K Plan-19$556,911$89,263$4,698iApproximate average salary by contribution assumption: employee only about $117,451 at 4% or $78,301 at 6%; with 50% employer match about $78,301 at 4% or $52,201 at 6%; with 100% employer match about $58,726 at 4% or $39,150 at 6%.
2004121$548,278$172,193$8,200iApproximate average salary by contribution assumption: employee only about $204,992 at 4% or $136,661 at 6%; with 50% employer match about $136,661 at 4% or $91,107 at 6%; with 100% employer match about $102,496 at 4% or $68,331 at 6%.
E.J. Phelps & Company 401K Plan-21$548,278$172,193$8,200iApproximate average salary by contribution assumption: employee only about $204,992 at 4% or $136,661 at 6%; with 50% employer match about $136,661 at 4% or $91,107 at 6%; with 100% employer match about $102,496 at 4% or $68,331 at 6%.
2003115$0$0-
E.J. Phelps & Company 401K Plan-15---
2002115$0$0-
E.J. Phelps & Company 401K Plan-15---
2001114$0$0-
E.J. Phelps & Company 401K Plan-14---
2000112$0$0-
E.J. Phelps & Company 401K Plan-12---
199929$424,042$20,103$2,234iApproximate average salary by contribution assumption: employee only about $55,842 at 4% or $37,228 at 6%; with 50% employer match about $37,228 at 4% or $24,819 at 6%; with 100% employer match about $27,921 at 4% or $18,614 at 6%.
E.J. Phelps & Company 401K Plan-9$424,042$20,103$2,234iApproximate average salary by contribution assumption: employee only about $55,842 at 4% or $37,228 at 6%; with 50% employer match about $37,228 at 4% or $24,819 at 6%; with 100% employer match about $27,921 at 4% or $18,614 at 6%.
E.J. Phelps & Company 401K Plan-5---