Civic Intelligence

Phelps & Associates Inc.

Plan context: Phelps and Associates Inc.Employee Stock Ownership Plan

EIN 95-3677390 • Playa Vista, CA • 53 filings • 9 plans

12121 Bluff Creek DrSuite 200Playa Vista, CA 90094-2627
Current Snapshot

Latest Year

2022

2022 Participants

67

2022 Assets

$33,825

2022 Contributions

$190,087

Historical Graphs

Total Assets Over Time

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

$8,135,335$4,067,668$0199920142022YearValue
$33,825Latest year 2022

Participants Over Time

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

117590199920082017YearValue
67Latest year 2017

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
202210$33,825$0-
Phelps and Associates Inc.Employee Stock Ownership Plan-0$33,825--
202110$73,515$0-
Phelps and Associates Inc.Employee Stock Ownership Plan-0$73,515--
202010$237,170$0-
Phelps and Associates Inc.Employee Stock Ownership Plan-0$237,170--
201910$261,593$0-
Phelps and Associates Inc.Employee Stock Ownership Plan-0$261,593--
201820$255,276$190,087-
Phelps and Associates Inc.Employee Stock Ownership Plan-0$255,276--
The Phelps Group 401(K) Plan-0-$190,087-
2017267$7,138,935$764,933$11,417iApproximate average salary by contribution assumption: employee only about $285,423 at 4% or $190,282 at 6%; with 50% employer match about $190,282 at 4% or $126,855 at 6%; with 100% employer match about $142,711 at 4% or $95,141 at 6%.
The Phelps Group 401(K) Plan-67$6,522,568$558,094$8,330iApproximate average salary by contribution assumption: employee only about $208,244 at 4% or $138,829 at 6%; with 50% employer match about $138,829 at 4% or $92,553 at 6%; with 100% employer match about $104,122 at 4% or $69,415 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-53$616,367$206,839$3,903iApproximate average salary by contribution assumption: employee only about $97,566 at 4% or $65,044 at 6%; with 50% employer match about $65,044 at 4% or $43,362 at 6%; with 100% employer match about $48,783 at 4% or $32,522 at 6%.
20163117$8,135,335$785,151$6,711iApproximate average salary by contribution assumption: employee only about $167,767 at 4% or $111,845 at 6%; with 50% employer match about $111,845 at 4% or $74,563 at 6%; with 100% employer match about $83,884 at 4% or $55,922 at 6%.
The Phelps Group 401(K) Plan-117$5,401,744$582,833$4,981iApproximate average salary by contribution assumption: employee only about $124,537 at 4% or $83,025 at 6%; with 50% employer match about $83,025 at 4% or $55,350 at 6%; with 100% employer match about $62,268 at 4% or $41,512 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-65$2,733,591$202,318$3,113iApproximate average salary by contribution assumption: employee only about $77,815 at 4% or $51,876 at 6%; with 50% employer match about $51,876 at 4% or $34,584 at 6%; with 100% employer match about $38,907 at 4% or $25,938 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-0$0--
20153103$7,585,509$642,586$6,239iApproximate average salary by contribution assumption: employee only about $155,967 at 4% or $103,978 at 6%; with 50% employer match about $103,978 at 4% or $69,319 at 6%; with 100% employer match about $77,984 at 4% or $51,989 at 6%.
The Phelps Group 401(K) Plan-103$4,752,248$542,586$5,268iApproximate average salary by contribution assumption: employee only about $131,696 at 4% or $87,797 at 6%; with 50% employer match about $87,797 at 4% or $58,531 at 6%; with 100% employer match about $65,848 at 4% or $43,899 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-68$2,733,448$100,000$1,471iApproximate average salary by contribution assumption: employee only about $36,765 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-3$99,813--
2014396$7,857,516$907,318$9,451iApproximate average salary by contribution assumption: employee only about $236,281 at 4% or $157,520 at 6%; with 50% employer match about $157,520 at 4% or $105,014 at 6%; with 100% employer match about $118,140 at 4% or $78,760 at 6%.
The Phelps Group 401(K) Plan-96$4,903,204$557,318$5,805iApproximate average salary by contribution assumption: employee only about $145,135 at 4% or $96,757 at 6%; with 50% employer match about $96,757 at 4% or $64,504 at 6%; with 100% employer match about $72,567 at 4% or $48,378 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-77$2,614,025$350,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-10$340,287--
2013387$6,784,568$900,286$10,348iApproximate average salary by contribution assumption: employee only about $258,703 at 4% or $172,469 at 6%; with 50% employer match about $172,469 at 4% or $114,979 at 6%; with 100% employer match about $129,351 at 4% or $86,234 at 6%.
The Phelps Group 401(K) Plan-87$4,288,373$689,286$7,923iApproximate average salary by contribution assumption: employee only about $198,071 at 4% or $132,047 at 6%; with 50% employer match about $132,047 at 4% or $88,031 at 6%; with 100% employer match about $99,035 at 4% or $66,024 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-81$2,131,278$211,000$2,605iApproximate average salary by contribution assumption: employee only about $65,123 at 4% or $43,416 at 6%; with 50% employer match about $43,416 at 4% or $28,944 at 6%; with 100% employer match about $32,562 at 4% or $21,708 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-10$364,917--
2012371$5,681,485$222,534$3,134iApproximate average salary by contribution assumption: employee only about $78,357 at 4% or $52,238 at 6%; with 50% employer match about $52,238 at 4% or $34,825 at 6%; with 100% employer match about $39,179 at 4% or $26,119 at 6%.
The Phelps Group 401(K) Plan-71$3,222,455$82,534$1,162iApproximate average salary by contribution assumption: employee only about $29,061 at 4% or $19,374 at 6%; with 50% employer match about $19,374 at 4% or $12,916 at 6%; with 100% employer match about $14,531 at 4% or $9,687 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-67$2,155,093$140,000$2,090iApproximate average salary by contribution assumption: employee only about $52,239 at 4% or $34,826 at 6%; with 50% employer match about $34,826 at 4% or $23,217 at 6%; with 100% employer match about $26,119 at 4% or $17,413 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-10$303,937--
2011368$4,813,603$394,365$5,799iApproximate average salary by contribution assumption: employee only about $144,987 at 4% or $96,658 at 6%; with 50% employer match about $96,658 at 4% or $64,439 at 6%; with 100% employer match about $72,494 at 4% or $48,329 at 6%.
The Phelps Group 401(K) Plan-59$3,219,163$304,365$5,159iApproximate average salary by contribution assumption: employee only about $128,968 at 4% or $85,979 at 6%; with 50% employer match about $85,979 at 4% or $57,319 at 6%; with 100% employer match about $64,484 at 4% or $42,989 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-68$1,309,435$90,000$1,324iApproximate average salary by contribution assumption: employee only about $33,088 at 4% or $22,059 at 6%; with 50% employer match about $22,059 at 4% or $14,706 at 6%; with 100% employer match about $16,544 at 4% or $11,029 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-10$285,005--
2010250$2,962,526$450,879$9,018iApproximate average salary by contribution assumption: employee only about $225,440 at 4% or $150,293 at 6%; with 50% employer match about $150,293 at 4% or $100,195 at 6%; with 100% employer match about $112,720 at 4% or $75,147 at 6%.
The Phelps Group 401(K) Plan-50$2,707,997$450,879$9,018iApproximate average salary by contribution assumption: employee only about $225,440 at 4% or $150,293 at 6%; with 50% employer match about $150,293 at 4% or $100,195 at 6%; with 100% employer match about $112,720 at 4% or $75,147 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-11$254,529--
2009361$4,616,480$449,483$7,369iApproximate average salary by contribution assumption: employee only about $184,214 at 4% or $122,810 at 6%; with 50% employer match about $122,810 at 4% or $81,873 at 6%; with 100% employer match about $92,107 at 4% or $61,405 at 6%.
The Phelps Group 401(K) Plan-43$2,773,581$206,483$4,802iApproximate average salary by contribution assumption: employee only about $120,048 at 4% or $80,032 at 6%; with 50% employer match about $80,032 at 4% or $53,355 at 6%; with 100% employer match about $60,024 at 4% or $40,016 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-61$1,576,079$243,000$3,984iApproximate average salary by contribution assumption: employee only about $99,590 at 4% or $66,393 at 6%; with 50% employer match about $66,393 at 4% or $44,262 at 6%; with 100% employer match about $49,795 at 4% or $33,197 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-17$266,820--
2008238$0$0-
The Phelps Group 401(K) Plan-38---
Phelps & Associates Inc. Profit Sharing 401K Plan-37---
2007250$0$0-
Phelps & Associates Inc. Profit Sharing 401K Plan-48---
The Phelps Group 401(K) Plan-50---
2006257$3,214,162$283,836$4,980iApproximate average salary by contribution assumption: employee only about $124,489 at 4% or $82,993 at 6%; with 50% employer match about $82,993 at 4% or $55,329 at 6%; with 100% employer match about $62,245 at 4% or $41,496 at 6%.
The Phelps Group 401(K) Plan-57$2,776,031$283,836$4,980iApproximate average salary by contribution assumption: employee only about $124,489 at 4% or $82,993 at 6%; with 50% employer match about $82,993 at 4% or $55,329 at 6%; with 100% employer match about $62,245 at 4% or $41,496 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-40$438,131--
2005270$2,202,548$256,440$3,663iApproximate average salary by contribution assumption: employee only about $91,586 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%.
The Phelps Group 401(K) Plan-70$2,202,548$256,440$3,663iApproximate average salary by contribution assumption: employee only about $91,586 at 4% or $61,057 at 6%; with 50% employer match about $61,057 at 4% or $40,705 at 6%; with 100% employer match about $45,793 at 4% or $30,529 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-39---
2004272$2,234,238$510,332$7,088iApproximate average salary by contribution assumption: employee only about $177,199 at 4% or $118,132 at 6%; with 50% employer match about $118,132 at 4% or $78,755 at 6%; with 100% employer match about $88,599 at 4% or $59,066 at 6%.
The Phelps Group 401(K) Plan-72$2,234,238$510,332$7,088iApproximate average salary by contribution assumption: employee only about $177,199 at 4% or $118,132 at 6%; with 50% employer match about $118,132 at 4% or $78,755 at 6%; with 100% employer match about $88,599 at 4% or $59,066 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-52---
2003145$0$0-
Phelps & Associates Inc. Profit Sharing 401K Plan-45---
2002359$0$0-
The Phelps Group 401(K) Plan-59---
Phelps & Associates Inc. Profit Sharing 401K Plan-48---
Phelps and Associates Inc.Employee Stock Ownership Plan-47---
2001350$0$0-
The Phelps Group 401(K) Plan-45---
Phelps & Associates Inc. Profit Sharing 401K Plan-50---
Phelps and Associates Inc.Employee Stock Ownership Plan-48---
2000362$0$0-
Phelps & Associates Inc. Profit Sharing 401K Plan-62---
The Phelps Group 401(K) Plan-46---
Phelps and Associates Inc.Employee Stock Ownership Plan-53---
1999259$1,807,154$190,595$3,230iApproximate average salary by contribution assumption: employee only about $80,761 at 4% or $53,840 at 6%; with 50% employer match about $53,840 at 4% or $35,894 at 6%; with 100% employer match about $40,380 at 4% or $26,920 at 6%.
Phelps & Associates Inc. Profit Sharing 401K Plan-59$1,422,154$190,595$3,230iApproximate average salary by contribution assumption: employee only about $80,761 at 4% or $53,840 at 6%; with 50% employer match about $53,840 at 4% or $35,894 at 6%; with 100% employer match about $40,380 at 4% or $26,920 at 6%.
Phelps and Associates Inc.Employee Stock Ownership Plan-38$385,000--