Civic Intelligence

Phelps, Schwarz & Phelps

Plan context: Phelps, Schwarz & Phelps Employee Retirement Savings Plan

EIN 95-4508073 • 10 filings • 4 plans

Current Snapshot

Latest Year

2008

2008 Participants

11

2008 Assets

$465,891

2008 Contributions

$33,103

Historical Graphs

Total Assets Over Time

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

$465,891$232,946$0199920032006YearValue
$465,891Latest year 2006

Participants Over Time

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

1160199920042008YearValue
11Latest year 2008

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
2008111$0$0-
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-11---
200719$0$0-
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-9---
200617$465,891$33,103$4,729iApproximate average salary by contribution assumption: employee only about $118,225 at 4% or $78,817 at 6%; with 50% employer match about $78,817 at 4% or $52,544 at 6%; with 100% employer match about $59,113 at 4% or $39,408 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-7$465,891$33,103$4,729iApproximate average salary by contribution assumption: employee only about $118,225 at 4% or $78,817 at 6%; with 50% employer match about $78,817 at 4% or $52,544 at 6%; with 100% employer match about $59,113 at 4% or $39,408 at 6%.
200519$437,895$41,828$4,648iApproximate average salary by contribution assumption: employee only about $116,189 at 4% or $77,459 at 6%; with 50% employer match about $77,459 at 4% or $51,640 at 6%; with 100% employer match about $58,094 at 4% or $38,730 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-9$437,895$41,828$4,648iApproximate average salary by contribution assumption: employee only about $116,189 at 4% or $77,459 at 6%; with 50% employer match about $77,459 at 4% or $51,640 at 6%; with 100% employer match about $58,094 at 4% or $38,730 at 6%.
200418$358,693$35,126$4,391iApproximate average salary by contribution assumption: employee only about $109,769 at 4% or $73,179 at 6%; with 50% employer match about $73,179 at 4% or $48,786 at 6%; with 100% employer match about $54,884 at 4% or $36,590 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-8$358,693$35,126$4,391iApproximate average salary by contribution assumption: employee only about $109,769 at 4% or $73,179 at 6%; with 50% employer match about $73,179 at 4% or $48,786 at 6%; with 100% employer match about $54,884 at 4% or $36,590 at 6%.
2003110$309,237$47,443$4,744iApproximate average salary by contribution assumption: employee only about $118,608 at 4% or $79,072 at 6%; with 50% employer match about $79,072 at 4% or $52,714 at 6%; with 100% employer match about $59,304 at 4% or $39,536 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-10$309,237$47,443$4,744iApproximate average salary by contribution assumption: employee only about $118,608 at 4% or $79,072 at 6%; with 50% employer match about $79,072 at 4% or $52,714 at 6%; with 100% employer match about $59,304 at 4% or $39,536 at 6%.
200218$267,552$37,744$4,718iApproximate average salary by contribution assumption: employee only about $117,950 at 4% or $78,633 at 6%; with 50% employer match about $78,633 at 4% or $52,422 at 6%; with 100% employer match about $58,975 at 4% or $39,317 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-8$267,552$37,744$4,718iApproximate average salary by contribution assumption: employee only about $117,950 at 4% or $78,633 at 6%; with 50% employer match about $78,633 at 4% or $52,422 at 6%; with 100% employer match about $58,975 at 4% or $39,317 at 6%.
200117$0$0-
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-7---
200016$257,977$48,252$8,042iApproximate average salary by contribution assumption: employee only about $201,050 at 4% or $134,033 at 6%; with 50% employer match about $134,033 at 4% or $89,356 at 6%; with 100% employer match about $100,525 at 4% or $67,017 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-6$257,977$48,252$8,042iApproximate average salary by contribution assumption: employee only about $201,050 at 4% or $134,033 at 6%; with 50% employer match about $134,033 at 4% or $89,356 at 6%; with 100% employer match about $100,525 at 4% or $67,017 at 6%.
199918$220,109$48,464$6,058iApproximate average salary by contribution assumption: employee only about $151,450 at 4% or $100,967 at 6%; with 50% employer match about $100,967 at 4% or $67,311 at 6%; with 100% employer match about $75,725 at 4% or $50,483 at 6%.
Phelps, Schwarz & Phelps Employee Retirement Savings Plan-8$220,109$48,464$6,058iApproximate average salary by contribution assumption: employee only about $151,450 at 4% or $100,967 at 6%; with 50% employer match about $100,967 at 4% or $67,311 at 6%; with 100% employer match about $75,725 at 4% or $50,483 at 6%.