Civic Intelligence

Phb & Associates Inc

Plan context: Phb & Associates Inc 401K Profit Sharing Plan and Trust

EIN 95-4494251 • Glendora, CA • 26 filings • 3 plans

1620 S Grand AveGlendora, CA 91740-5433
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$946,208

2024 Contributions

$32,082

Historical Graphs

Total Assets Over Time

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

$1,537,078$768,539$0199920142024YearValue
$946,208Latest year 2024

Participants Over Time

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

1370199920122024YearValue
2Latest 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
202412$946,208$32,082$16,041iApproximate average salary by contribution assumption: employee only about $401,025 at 4% or $267,350 at 6%; with 50% employer match about $267,350 at 4% or $178,233 at 6%; with 100% employer match about $200,513 at 4% or $133,675 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-2$946,208$32,082$16,041iApproximate average salary by contribution assumption: employee only about $401,025 at 4% or $267,350 at 6%; with 50% employer match about $267,350 at 4% or $178,233 at 6%; with 100% employer match about $200,513 at 4% or $133,675 at 6%.
202312$889,641$76,057$38,029iApproximate average salary by contribution assumption: employee only about $950,713 at 4% or $633,808 at 6%; with 50% employer match about $633,808 at 4% or $422,539 at 6%; with 100% employer match about $475,356 at 4% or $316,904 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-2$889,641$76,057$38,029iApproximate average salary by contribution assumption: employee only about $950,713 at 4% or $633,808 at 6%; with 50% employer match about $633,808 at 4% or $422,539 at 6%; with 100% employer match about $475,356 at 4% or $316,904 at 6%.
202214$937,764$70,600$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$937,764$70,600$17,650iApproximate average salary by contribution assumption: employee only about $441,250 at 4% or $294,167 at 6%; with 50% employer match about $294,167 at 4% or $196,111 at 6%; with 100% employer match about $220,625 at 4% or $147,083 at 6%.
202114$938,808$67,232$16,808iApproximate average salary by contribution assumption: employee only about $420,200 at 4% or $280,133 at 6%; with 50% employer match about $280,133 at 4% or $186,756 at 6%; with 100% employer match about $210,100 at 4% or $140,067 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$938,808$67,232$16,808iApproximate average salary by contribution assumption: employee only about $420,200 at 4% or $280,133 at 6%; with 50% employer match about $280,133 at 4% or $186,756 at 6%; with 100% employer match about $210,100 at 4% or $140,067 at 6%.
202014$1,537,078$7,826$1,957iApproximate average salary by contribution assumption: employee only about $48,913 at 4% or $32,608 at 6%; with 50% employer match about $32,608 at 4% or $21,739 at 6%; with 100% employer match about $24,456 at 4% or $16,304 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$1,537,078$7,826$1,957iApproximate average salary by contribution assumption: employee only about $48,913 at 4% or $32,608 at 6%; with 50% employer match about $32,608 at 4% or $21,739 at 6%; with 100% employer match about $24,456 at 4% or $16,304 at 6%.
201914$1,395,518$12,625$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$1,395,518$12,625$3,156iApproximate average salary by contribution assumption: employee only about $78,906 at 4% or $52,604 at 6%; with 50% employer match about $52,604 at 4% or $35,069 at 6%; with 100% employer match about $39,453 at 4% or $26,302 at 6%.
201814$1,210,988$11,678$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,658 at 6%; with 50% employer match about $48,658 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$1,210,988$11,678$2,920iApproximate average salary by contribution assumption: employee only about $72,988 at 4% or $48,658 at 6%; with 50% employer match about $48,658 at 4% or $32,439 at 6%; with 100% employer match about $36,494 at 4% or $24,329 at 6%.
201714$1,269,062$12,903$3,226iApproximate average salary by contribution assumption: employee only about $80,644 at 4% or $53,763 at 6%; with 50% employer match about $53,763 at 4% or $35,842 at 6%; with 100% employer match about $40,322 at 4% or $26,881 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$1,269,062$12,903$3,226iApproximate average salary by contribution assumption: employee only about $80,644 at 4% or $53,763 at 6%; with 50% employer match about $53,763 at 4% or $35,842 at 6%; with 100% employer match about $40,322 at 4% or $26,881 at 6%.
201615$1,164,859$19,747$3,949iApproximate average salary by contribution assumption: employee only about $98,735 at 4% or $65,823 at 6%; with 50% employer match about $65,823 at 4% or $43,882 at 6%; with 100% employer match about $49,368 at 4% or $32,912 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-5$1,164,859$19,747$3,949iApproximate average salary by contribution assumption: employee only about $98,735 at 4% or $65,823 at 6%; with 50% employer match about $65,823 at 4% or $43,882 at 6%; with 100% employer match about $49,368 at 4% or $32,912 at 6%.
201516$1,108,900$9,584$1,597iApproximate average salary by contribution assumption: employee only about $39,933 at 4% or $26,622 at 6%; with 50% employer match about $26,622 at 4% or $17,748 at 6%; with 100% employer match about $19,967 at 4% or $13,311 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-6$1,108,900$9,584$1,597iApproximate average salary by contribution assumption: employee only about $39,933 at 4% or $26,622 at 6%; with 50% employer match about $26,622 at 4% or $17,748 at 6%; with 100% employer match about $19,967 at 4% or $13,311 at 6%.
201417$1,125,640$44,231$6,319iApproximate average salary by contribution assumption: employee only about $157,968 at 4% or $105,312 at 6%; with 50% employer match about $105,312 at 4% or $70,208 at 6%; with 100% employer match about $78,984 at 4% or $52,656 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-7$1,125,640$44,231$6,319iApproximate average salary by contribution assumption: employee only about $157,968 at 4% or $105,312 at 6%; with 50% employer match about $105,312 at 4% or $70,208 at 6%; with 100% employer match about $78,984 at 4% or $52,656 at 6%.
201314$1,055,958$8,263$2,066iApproximate average salary by contribution assumption: employee only about $51,644 at 4% or $34,429 at 6%; with 50% employer match about $34,429 at 4% or $22,953 at 6%; with 100% employer match about $25,822 at 4% or $17,215 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$1,055,958$8,263$2,066iApproximate average salary by contribution assumption: employee only about $51,644 at 4% or $34,429 at 6%; with 50% employer match about $34,429 at 4% or $22,953 at 6%; with 100% employer match about $25,822 at 4% or $17,215 at 6%.
201215$1,014,960$3,500$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-5$1,014,960$3,500$700iApproximate average salary by contribution assumption: employee only about $17,500 at 4% or $11,667 at 6%; with 50% employer match about $11,667 at 4% or $7,778 at 6%; with 100% employer match about $8,750 at 4% or $5,833 at 6%.
201115$932,432$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-5$932,432$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
201014$918,448$6,225$1,556iApproximate average salary by contribution assumption: employee only about $38,906 at 4% or $25,938 at 6%; with 50% employer match about $25,938 at 4% or $17,292 at 6%; with 100% employer match about $19,453 at 4% or $12,969 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4$918,448$6,225$1,556iApproximate average salary by contribution assumption: employee only about $38,906 at 4% or $25,938 at 6%; with 50% employer match about $25,938 at 4% or $17,292 at 6%; with 100% employer match about $19,453 at 4% or $12,969 at 6%.
200913$914,557$40,436$13,479iApproximate average salary by contribution assumption: employee only about $336,967 at 4% or $224,644 at 6%; with 50% employer match about $224,644 at 4% or $149,763 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-3$914,557$40,436$13,479iApproximate average salary by contribution assumption: employee only about $336,967 at 4% or $224,644 at 6%; with 50% employer match about $224,644 at 4% or $149,763 at 6%; with 100% employer match about $168,483 at 4% or $112,322 at 6%.
200814$0$0-
Phb & Associates Inc 401K Profit Sharing Plan and Trust-4---
200719$0$0-
Phb & Associates Inc 401K Profit Sharing Plan and Trust-9---
2006113$1,207,909$164,349$12,642iApproximate average salary by contribution assumption: employee only about $316,056 at 4% or $210,704 at 6%; with 50% employer match about $210,704 at 4% or $140,469 at 6%; with 100% employer match about $158,028 at 4% or $105,352 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-13$1,207,909$164,349$12,642iApproximate average salary by contribution assumption: employee only about $316,056 at 4% or $210,704 at 6%; with 50% employer match about $210,704 at 4% or $140,469 at 6%; with 100% employer match about $158,028 at 4% or $105,352 at 6%.
2005113$1,052,778$156,087$12,007iApproximate average salary by contribution assumption: employee only about $300,167 at 4% or $200,112 at 6%; with 50% employer match about $200,112 at 4% or $133,408 at 6%; with 100% employer match about $150,084 at 4% or $100,056 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-13$1,052,778$156,087$12,007iApproximate average salary by contribution assumption: employee only about $300,167 at 4% or $200,112 at 6%; with 50% employer match about $200,112 at 4% or $133,408 at 6%; with 100% employer match about $150,084 at 4% or $100,056 at 6%.
2004111$872,332$153,743$13,977iApproximate average salary by contribution assumption: employee only about $349,416 at 4% or $232,944 at 6%; with 50% employer match about $232,944 at 4% or $155,296 at 6%; with 100% employer match about $174,708 at 4% or $116,472 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-11$872,332$153,743$13,977iApproximate average salary by contribution assumption: employee only about $349,416 at 4% or $232,944 at 6%; with 50% employer match about $232,944 at 4% or $155,296 at 6%; with 100% employer match about $174,708 at 4% or $116,472 at 6%.
2003113$659,111$140,457$10,804iApproximate average salary by contribution assumption: employee only about $270,110 at 4% or $180,073 at 6%; with 50% employer match about $180,073 at 4% or $120,049 at 6%; with 100% employer match about $135,055 at 4% or $90,037 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-13$659,111$140,457$10,804iApproximate average salary by contribution assumption: employee only about $270,110 at 4% or $180,073 at 6%; with 50% employer match about $180,073 at 4% or $120,049 at 6%; with 100% employer match about $135,055 at 4% or $90,037 at 6%.
2002113$403,495$113,923$8,763iApproximate average salary by contribution assumption: employee only about $219,083 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 $73,028 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-13$403,495$113,923$8,763iApproximate average salary by contribution assumption: employee only about $219,083 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 $73,028 at 6%.
200118$0$0-
Phb & Associates Inc 401K Profit Sharing Plan and Trust-8---
2000110$0$0-
Phb & Associates Inc 401K Profit Sharing Plan and Trust-10---
1999111$174,340$97,186$8,835iApproximate average salary by contribution assumption: employee only about $220,877 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
Phb & Associates Inc 401K Profit Sharing Plan and Trust-11$174,340$97,186$8,835iApproximate average salary by contribution assumption: employee only about $220,877 at 4% or $147,252 at 6%; with 50% employer match about $147,252 at 4% or $98,168 at 6%; with 100% employer match about $110,439 at 4% or $73,626 at 6%.
Phb & Associates Inc | EIN 95-4494251 | 2024 Form 5500 Company Profile