Phil Russell & Associates Ltd.
Plan context: Phil Russell & Associates Ltd. Profit Sharing Plan
EIN 99-0210096 • Honolulu, HI • 21 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$807,141
2019 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $807,141 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 1 | $807,141 | - | - |
| 2018 | 1 | 1 | $980,280 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 1 | $980,280 | $0 | - |
| 2017 | 1 | 1 | $993,604 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 1 | $993,604 | $0 | - |
| 2016 | 1 | 4 | $1,008,822 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 4 | $1,008,822 | $0 | - |
| 2015 | 1 | 4 | $916,140 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 4 | $916,140 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2014 | 1 | 11 | $1,229,072 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,229,072 | $0 | - |
| 2013 | 1 | 11 | $1,224,313 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,224,313 | $0 | - |
| 2012 | 1 | 11 | $1,142,010 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,142,010 | - | - |
| 2011 | 1 | 11 | $1,086,651 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,086,651 | $0 | - |
| 2010 | 1 | 11 | $1,063,802 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,063,802 | $0 | - |
| 2009 | 1 | 8 | $938,870 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 8 | $938,870 | - | - |
| 2008 | 1 | 7 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 8 | $1,276,861 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 8 | $1,276,861 | - | - |
| 2005 | 1 | 9 | $1,242,385 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 9 | $1,242,385 | - | - |
| 2004 | 1 | 11 | $1,115,715 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | $1,115,715 | - | - |
| 2003 | 1 | 10 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 10 | - | - | - |
| 2002 | 1 | 9 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 9 | - | - | - |
| 2001 | 1 | 9 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 11 | - | - | - |
| 1999 | 1 | 14 | $709,239 | $232,626 | $16,616iApproximate average salary by contribution assumption: employee only about $415,404 at 4% or $276,936 at 6%; with 50% employer match about $276,936 at 4% or $184,624 at 6%; with 100% employer match about $207,702 at 4% or $138,468 at 6%. |
| Phil Russell & Associates Ltd. Profit Sharing Plan | - | 14 | $709,239 | $232,626 | $16,616iApproximate average salary by contribution assumption: employee only about $415,404 at 4% or $276,936 at 6%; with 50% employer match about $276,936 at 4% or $184,624 at 6%; with 100% employer match about $207,702 at 4% or $138,468 at 6%. |