Roger B. Phillips Inc.
Plan context: Roger B. Phillips Inc. Retirement Savings Plan
EIN 95-3332197 • 10 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
12
2002 Assets
$94,636
2002 Contributions
$9,154
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $9,154 | - |
| Roger B. Phillips Inc. Retirement Savings Plan | - | 0 | - | $9,154 | - |
| 2001 | 3 | 12 | $0 | $0 | - |
| Roger B. Phillips Inc. Employees Profit Sharing Plan I | - | 0 | - | - | - |
| Roger B. Phillips Inc. Retirement Savings Plan | - | 12 | - | - | - |
| Roger B. Phillips Inc. Employees Profit Sharing Plan II | - | 0 | - | - | - |
| 2000 | 3 | 30 | $94,636 | $23,947 | $798iApproximate average salary by contribution assumption: employee only about $19,956 at 4% or $13,304 at 6%; with 50% employer match about $13,304 at 4% or $8,869 at 6%; with 100% employer match about $9,978 at 4% or $6,652 at 6%. |
| Roger B. Phillips Inc. Retirement Savings Plan | - | 14 | $94,636 | $23,947 | $1,711iApproximate average salary by contribution assumption: employee only about $42,763 at 4% or $28,508 at 6%; with 50% employer match about $28,508 at 4% or $19,006 at 6%; with 100% employer match about $21,381 at 4% or $14,254 at 6%. |
| Roger B. Phillips Inc. Employees Profit Sharing Plan II | - | 10 | - | - | - |
| Roger B. Phillips Inc. Employees Profit Sharing Plan I | - | 30 | - | - | - |
| 1999 | 3 | 15 | $7,573,520 | $60,736 | $4,049iApproximate average salary by contribution assumption: employee only about $101,227 at 4% or $67,484 at 6%; with 50% employer match about $67,484 at 4% or $44,990 at 6%; with 100% employer match about $50,613 at 4% or $33,742 at 6%. |
| Roger B. Phillips Inc. Employees Profit Sharing Plan II | - | 9 | $7,204,639 | - | - |
| Roger B. Phillips Inc. Employees Profit Sharing Plan I | - | 15 | $251,238 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Roger B. Phillips Inc. Retirement Savings Plan | - | 14 | $117,643 | $30,736 | $2,195iApproximate average salary by contribution assumption: employee only about $54,886 at 4% or $36,590 at 6%; with 50% employer match about $36,590 at 4% or $24,394 at 6%; with 100% employer match about $27,443 at 4% or $18,295 at 6%. |